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Portfolio (Quarterly) Guide ↗

Algorithmic Investment Models, LLC

· CIK 0001806628
13F Portfolio $81M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLI SELECT SECTOR SPDR TR 39,674.0 $6.2M 7.59% NEW $155.12 +10.1%
2 FLQM FRANKLIN TEMPLETON ETF TR 104,011.0 $5.9M 7.21% NEW $56.26 -0.7%
3 XLV SELECT SECTOR SPDR TR 34,926.0 $5.4M 6.67% NEW $154.80 -5.9%
4 XLK SELECT SECTOR SPDR TR 35,256.0 $5.1M 6.26% NEW $143.97 +21.1%
5 FNCL FIDELITY COVINGTON TRUST 63,564.0 $4.9M 6.09% NEW $77.74 -5.3%
6 XLU SELECT SECTOR SPDR TR 114,912.0 $4.9M 6.05% NEW $42.69 +2.9%
7 XLE SELECT SECTOR SPDR TR 109,255.0 $4.9M 6.02% NEW $44.71 +35.4%
8 XLC SELECT SECTOR SPDR TR 41,389.0 $4.9M 6.01% NEW $117.72 -0.6%
9 XLY SELECT SECTOR SPDR TR 40,636.0 $4.9M 5.98% NEW $119.41 -2.6%
10 XLB SELECT SECTOR SPDR TR 106,914.0 $4.8M 5.98% NEW $45.35 +10.7%
11 XLRE SELECT SECTOR SPDR TR 117,139.0 $4.7M 5.83% NEW $40.35 +8.4%
12 VEU VANGUARD INTL EQUITY INDEX F 56,269.0 $4.1M 5.10% NEW $73.56 +10.7%
13 XSOE WISDOMTREE TR 105,025.0 $4.1M 5.05% NEW $39.02 +18.4%
14 AMLP ALPS ETF TR 53,303.0 $2.5M 3.09% NEW $47.02 +15.8%
15 AGG ISHARES TR 12,677.0 $1.3M 1.56% NEW $99.88 -1.9%
16 DBND DOUBLELINE ETF TRUST 26,267.0 $1.2M 1.50% NEW $46.37 -2.5%
17 LVHI LEGG MASON ETF INVT 32,441.0 $1.2M 1.47% NEW $36.82 +12.2%
18 VCSH VANGUARD SCOTTSDALE FDS 14,041.0 $1.1M 1.38% NEW $79.73 -1.2%
19 XBI SPDR SERIES TRUST 7,541.0 $919K 1.13% NEW $121.93 +4.7%
20 SHV ISHARES TR 6,790.0 $748K 0.92% NEW $110.15 +0.1%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%