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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $176M AUM 373 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 365 Reduced 24 Exited
Page 18 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RBLX ROBLOX CORP CL A Technology 14.0 $792.0 -1K -98.8% $56.57 -18.7%
342 STT STATE STR CORP COM Financial Services 6.0 $759.0 -768.0 -99.2% $126.50 +25.3%
343 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 43.0 $706.0 -648.0 -93.8% $16.42 +22.0%
344 LIBERTY LIVE HOLDINGS INC COM SHS SER C 7.0 $659.0 -575.0 -98.8% $94.14
345 KDP KEURIG DR PEPPER INC COM Consumer Defensive 25.0 $658.0 -675.0 -96.4% $26.32 +12.3%
346 VTRS VIATRIS INC COM Healthcare 48.0 $648.0 -550.0 -92.0% $13.50 +23.3%
347 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 10.0 $646.0 -627.0 -98.4% $64.60 +51.8%
348 TDOC TELADOC HEALTH INC COM Healthcare 100.0 $545.0 -600.0 -85.7% $5.45 +20.9%
349 REZI RESIDEO TECHNOLOGIES INC COM Industrials 16.0 $539.0 -546.0 -97.2% $33.69 -11.2%
350 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 6.0 $510.0 -585.0 -99.0% $85.00
351 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12.0 $461.0 -187.0 -94.0% $38.42 +11.9%
352 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 9.0 $453.0 -428.0 -97.9% $50.33 -33.1%
353 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 5.0 $414.0 -414.0 -98.8% $82.80 -0.3%
354 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 3.0 $275.0 -242.0 -98.8% $91.67 +4.6%
355 LIBERTY GLOBAL LTD COM CL C 20.0 $235.0 -201.0 -91.0% $11.75
356 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 3.0 $234.0 -265.0 -98.9% $78.00
357 LBRDA LIBERTY BROADBAND CORP COM SER A Communication Services 3.0 $151.0 -142.0 -97.9% $50.33 -33.1%
358 KVUE KENVUE INC COM Consumer Defensive 8.0 $138.0 -130.0 -94.2% $17.25 +1.4%
359 ATLANTA BRAVES HLDGS INC COM SER C 2.0 $85.0 -77.0 -97.5% $42.50
360 ATLANTA BRAVES HLDGS INC COM SER A 1.0 $47.0 -41.0 -97.6% $47.00
Page 18 of 19  ·  365 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 32.2%
Financial Services 24.6%
Consumer Cyclical 11.8%
Communication Services 10.5%
Healthcare 6.6%
Consumer Defensive 4.7%
Energy 4.4%
Industrials 3.6%
Utilities 1.2%
Basic Materials 0.2%