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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 11 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MU MICRON TECHNOLOGY INC COM Technology 29,968.0 $30K 0.02% NEW $1.00 +89163.0%
202 FFIN FIRST FINL BANKSHARES INC COM Financial Services 29,870.0 $30K 0.02% NEW $1.00 +3179.0%
203 LMND LEMONADE INC COM Financial Services 29,611.0 $30K 0.02% NEW $1.00 +5892.0%
204 IXJ ISHARES GLOBAL HEALTHCARE ETF 29,308.0 $29K 0.02% NEW $1.00 +9392.0%
205 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 28,944.0 $29K 0.02% NEW $1.00 +60945.0%
206 F FORD MTR CO COM Consumer Cyclical 28,693.0 $29K 0.02% NEW $1.00 +1486.5%
207 GENELUX CORPORATION COM 28,296.0 $28K 0.02% NEW $1.00
208 CSX CSX CORP COM Industrials 28,166.0 $28K 0.02% NEW $1.00 +4575.5%
209 GD GENERAL DYNAMICS CORP COM Industrials 27,269.0 $27K 0.02% NEW $1.00 +34264.0%
210 EMR EMERSON ELEC CO COM Industrials 27,075.0 $27K 0.02% NEW $1.00 +13962.0%
211 ECL ECOLAB INC COM Basic Materials 27,040.0 $27K 0.02% NEW $1.00 +26251.0%
212 SLB SLB LIMITED COM STK Energy 26,789.0 $27K 0.02% NEW $1.00 +5491.0%
213 CNI CANADIAN NATL RY CO COM Industrials 26,096.0 $26K 0.01% NEW $1.00 +11582.0%
214 ALGN ALIGN TECHNOLOGY INC COM Healthcare 25,765.0 $26K 0.01% NEW $1.00 +16531.0%
215 MMM 3M CO COM Industrials 25,616.0 $26K 0.01% NEW $1.00 +15515.5%
216 PAYX PAYCHEX INC COM Industrials 25,465.0 $25K 0.01% NEW $1.00 +9498.6%
217 SCHX SCHWAB U.S. LARGE-CAP ETF 24,466.0 $24K 0.01% NEW $1.00 +2850.5%
218 PRF INVESCO RAFI US 1000 ETF 24,445.0 $24K 0.01% NEW $1.00 +5256.5%
219 NKE NIKE INC CL B Consumer Cyclical 23,828.0 $24K 0.01% NEW $1.00 +4551.5%
220 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 23,661.0 $24K 0.01% NEW $1.00 +8233.0%
Page 11 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%