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Portfolio (Quarterly) Guide ↗

Asset Allocation Strategies LLC

· CIK 0001922879
13F Portfolio $540M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 162 New
Page 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHI SCHWAB STRATEGIC TR 19,149.0 $440K 0.08% NEW $22.97 -2.7%
122 FIIG FIRST TR EXCHANGE-TRADED FD 19,480.0 $413K 0.08% NEW $21.20 -3.5%
123 BA BOEING CO Industrials 1,882.0 $409K 0.08% NEW $217.12 -1.0%
124 PLTR PALANTIR TECHNOLOGIES INC Technology 2,282.0 $406K 0.07% NEW $177.75 -24.0%
125 PCY INVESCO EXCH TRADED FD TR II 17,912.0 $388K 0.07% NEW $21.66 -3.2%
126 ILCB ISHARES TR 3,944.0 $372K 0.07% NEW $94.38 +7.6%
127 GOOG ALPHABET INC Communication Services 1,181.0 $371K 0.07% NEW $313.91 +25.2%
128 HNDL STRATEGY SHS 16,801.0 $370K 0.07% NEW $22.02 +2.5%
129 TT TRANE TECHNOLOGIES PLC Industrials 938.0 $365K 0.07% NEW $389.20 +18.3%
130 GOOGL ALPHABET INC Communication Services 1,072.0 $336K 0.06% NEW $313.02 +26.8%
131 TSLA TESLA INC Consumer Cyclical 714.0 $321K 0.06% NEW $449.72 -8.8%
132 COF CAPITAL ONE FINL CORP Financial Services 1,321.0 $320K 0.06% NEW $242.30 -22.8%
133 FDT FIRST TR EXCH TRD ALPHDX FD 3,998.0 $318K 0.06% NEW $79.45 +19.4%
134 T AT&T INC Communication Services 12,625.0 $314K 0.06% NEW $24.84 -1.6%
135 COST COSTCO WHSL CORP NEW Consumer Defensive 362.0 $312K 0.06% NEW $863.01 +21.5%
136 QTEC FIRST TR EXCHANGE-TRADED FD 1,301.0 $299K 0.06% NEW $230.13 +25.3%
137 DTE DTE ENERGY CO Utilities 2,214.0 $286K 0.05% NEW $129.00 +9.6%
138 LGOV FIRST TR EXCHANGE-TRADED FD 13,059.0 $285K 0.05% NEW $21.83 -3.8%
139 SCHR SCHWAB STRATEGIC TR 11,170.0 $280K 0.05% NEW $25.08 -2.5%
140 FIXD FIRST TR EXCHNG TRADED FD VI 6,149.0 $273K 0.05% NEW $44.32 -2.9%
Page 7 of 9  ·  162 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
Financial Services 44.9%
Technology 23.5%
Consumer Cyclical 7.3%
Energy 7.3%
Industrials 6.0%
Communication Services 4.9%
Consumer Defensive 2.7%
Utilities 1.4%
Basic Materials 1.1%
Healthcare 1.0%