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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $172M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 389 New
Page 8 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 64,541.0 $65K 0.04% NEW $1.00 +16768.0%
142 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 64,440.0 $64K 0.04% NEW $1.00 +15764.0%
143 IVOO VANGUARD S&P MID-CAP 400 ETF 63,950.0 $64K 0.04% NEW $1.00 +12526.0%
144 MRK MERCK & CO INC COM Healthcare 63,893.0 $64K 0.04% NEW $1.00 +12067.0%
145 VFH VANGUARD FINANCIALS ETF 61,138.0 $61K 0.04% NEW $1.00 +12643.0%
146 UNH UNITEDHEALTH GROUP INC COM Healthcare 54,798.0 $55K 0.03% NEW $1.00 +38120.0%
147 CRM SALESFORCE INC COM Technology 53,777.0 $54K 0.03% NEW $1.00 +18137.0%
148 QQQM INVESCO NASDAQ 100 ETF 53,619.0 $54K 0.03% NEW $1.00 +29867.0%
149 NEE NEXTERA ENERGY INC COM Utilities 52,824.0 $53K 0.03% NEW $1.00 +8646.0%
150 ORCL ORACLE CORP COM Technology 52,041.0 $52K 0.03% NEW $1.00 +18735.0%
151 NSC NORFOLK SOUTHN CORP COM Industrials 51,970.0 $52K 0.03% NEW $1.00 +32160.0%
152 SBUX STARBUCKS CORP COM Consumer Cyclical 50,610.0 $51K 0.03% NEW $1.00 +10030.0%
153 MSCI MSCI INC COM Financial Services 50,488.0 $50K 0.03% NEW $1.00 +60288.0%
154 CAH CARDINAL HEALTH INC COM Healthcare 50,142.0 $50K 0.03% NEW $1.00 +19995.0%
155 QCOM QUALCOMM INC COM Technology 50,118.0 $50K 0.03% NEW $1.00 +23168.0%
156 COF CAPITAL ONE FINL CORP COM Financial Services 49,926.0 $50K 0.03% NEW $1.00 +18852.0%
157 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 49,731.0 $50K 0.03% NEW $1.00 +5066.0%
158 SOXX ISHARES SEMICONDUCTOR ETF 49,719.0 $50K 0.03% NEW $1.00 +56072.5%
159 PEP PEPSICO INC COM Consumer Defensive 49,514.0 $50K 0.03% NEW $1.00 +14690.0%
160 SPGI S&P GLOBAL INC COM Financial Services 49,123.0 $49K 0.03% NEW $1.00 +41496.0%
Page 8 of 20  ·  389 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 33.4%
Financial Services 25.0%
Consumer Cyclical 11.9%
Communication Services 10.9%
Healthcare 6.5%
Consumer Defensive 4.0%
Energy 3.7%
Industrials 3.1%
Utilities 1.1%
Basic Materials 0.2%