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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $202M AUM 360 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 13 Reduced 20 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOOG VANGUARD S&P 500 GROWTH ETF 1,698.0 $140K 0.07% +1K +500.0% $82.62 +0.6%
22 MGK VANGUARD MEGA CAP GROWTH ETF 1,350.0 $119K 0.06% +1K +400.0% $87.91 +1.3%
23 SYK STRYKER CORPORATION COM Healthcare 185.0 $58K 0.03% +1.0 +0.5% $314.00 +1.1%
24 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 301.0 $54K 0.03% +289.0 +2408.3% $178.27 +9.8%
25 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 334.0 $31K 0.01% +3.0 +0.9% $91.61 -0.2%
26 O REALTY INCOME CORP COM Real Estate 113.0 $7K 0.00% +1.0 +0.9% $61.81 -0.7%
Page 2 of 2  ·  26 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
Technology 38.2%
Financial Services 25.6%
Consumer Cyclical 11.6%
Communication Services 8.4%
Healthcare 6.4%
Consumer Defensive 4.1%
Industrials 3.4%
Utilities 1.1%
Energy 0.9%
Basic Materials 0.2%