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Portfolio (Quarterly) Guide ↗

Alpha Financial Partners LLC

· CIK 0001966219
13F Portfolio $190M AUM 118 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 32 New 48 Added 29 Reduced 9 Exited
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MMIT NEW YORK LIFE INVTS ACTIVE E 12,064.0 $294K 0.15% +458.0 +4.0% $24.35 -1.7%
82 SCHD SCHWAB STRATEGIC TR 9,172.0 $291K 0.15% NEW $31.71 +10.1%
83 CTAS CINTAS CORP Industrials 1,671.0 $284K 0.15% +107.0 +6.8% $170.06 +20.1%
84 VYM VANGUARD WHITEHALL FDS 1,782.0 $282K 0.15% -34.0 -1.9% $158.05 +3.9%
85 KO COCA COLA CO Consumer Defensive 3,460.0 $281K 0.15% +206.0 +6.3% $81.28 +10.3%
86 IWD ISHARES TR 1,158.0 $281K 0.15% -23.0 -1.9% $242.43 +6.6%
87 KLAC KLA CORP Technology 916.0 $276K 0.14% NEW $301.62 -41.8%
88 IUSB ISHARES TR 5,926.0 $274K 0.14% NEW $46.15 -1.4%
89 LOW LOWES COS INC Consumer Cyclical 1,232.0 $272K 0.14% +8.0 +0.7% $220.42 -5.6%
90 FDX FEDEX CORP Industrials 859.0 $269K 0.14% +12.0 +1.4% $312.96 +5.7%
91 FDEC FIRST TR EXCHNG TRADED FD VI 4,926.0 $268K 0.14% $54.47 +2.5%
92 GDEC FIRST TR EXCHNG TRADED FD VI 6,645.0 $264K 0.14% $39.80 +2.2%
93 UNP UNION PAC CORP Industrials 970.0 $264K 0.14% NEW $271.88 +13.1%
94 PCT PURECYCLE TECHNOLOGIES INC Industrials 32,197.0 $261K 0.14% +11K +55.4% $8.11 -19.9%
95 USMV ISHARES TR 2,679.0 $258K 0.14% +24.0 +0.9% $96.44 +5.5%
96 SHYM BLACKROCK ETF TRUST II 11,467.0 $257K 0.14% +194.0 +1.7% $22.45 -1.6%
97 VCEB VANGUARD WORLD FD 4,040.0 $254K 0.13% NEW $62.76 -1.9%
98 TXN TEXAS INSTRS INC Technology 849.0 $253K 0.13% NEW $297.93 -13.2%
99 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 13,310.0 $251K 0.13% NEW $18.87 +15.7%
100 FLEX FLEX LTD Technology 1,547.0 $251K 0.13% NEW $162.07 -31.8%
Page 5 of 6  ·  118 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 38.7%
Industrials 19.5%
Technology 18.8%
Consumer Cyclical 8.3%
Consumer Defensive 3.9%
Healthcare 3.6%
Communication Services 2.7%
Energy 2.0%
Utilities 1.9%
Real Estate 0.5%