Portfolio (Quarterly) Guide ↗

McAlister, Sweet & Associates, Inc.

· CIK 0001774087

13F Portfolio $187M AUM 41 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 13 Added 6 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RSP	INVESCO EXCHANGE TRADED FD T	—	18,142	$3.5M	2.17%	SOLD
2	CRWD	CROWDSTRIKE HLDGS INC	Technology	700	$273K	0.17%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,714	$251K	0.16%	SOLD

Sector Allocation

Financial Services 64.9%

Technology 17.5%

Industrials 5.9%

Consumer Cyclical 5.8%

Energy 4.4%

Communication Services 1.2%

Consumer Defensive 0.3%