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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 3,896.0 $533K 0.26% NEW $136.72
2 OXY OCCIDENTAL PETE CORP COM Energy 939.0 $46K 0.02% NEW $48.57 +25.6%
3 HONEYWELL INTL INC COM 101.0 $23K 0.01% NEW $223.90
4 HONEYWELL AEROSPACE INC COM 101.0 $22K 0.01% NEW $221.08
5 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 1,000.0 $17K 0.01% NEW $17.35 -10.4%
6 CARNIVAL CORP 481.0 $14K 0.01% NEW $28.57
7 DUPONT DE NEMOURS INC COMMON STOCK 11.0 $1K 0.00% NEW $135.64

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%