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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 12 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AXP AMERICAN EXPRESS CO COM Financial Services 60.0 $20K 0.01% $338.25 -4.2%
222 AMGN AMGEN INC COM Healthcare 56.0 $20K 0.01% $362.12 +21.0%
223 NDSN NORDSON CORP COM Industrials 66.0 $20K 0.01% $301.70 +4.2%
224 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 625.0 $20K 0.01% $31.61 +9.8%
225 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 354.0 $20K 0.01% $55.77 -3.0%
226 AMP AMERIPRISE FINL INC COM Financial Services 43.0 $20K 0.01% $458.77 +18.3%
227 SNA SNAP ON INC COM Industrials 49.0 $20K 0.01% $402.41 -5.3%
228 GENELUX CORPORATION COM 6,490.0 $20K 0.01% $3.01
229 MO ALTRIA GROUP INC COM Consumer Defensive 250.0 $18K 0.01% $71.95 -3.3%
230 SCHA SCHWAB U.S. SMALL-CAP ETF 494.0 $18K 0.01% $36.13 -6.6%
231 DIS DISNEY WALT CO COM Communication Services 183.0 $18K 0.01% $96.25 +10.4%
232 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 1,000.0 $17K 0.01% NEW $17.35 -10.4%
233 SE SEA LTD SPONSORD ADS Consumer Cyclical 178.0 $17K 0.01% $95.83 +17.6%
234 IHI ISHARES U.S. MEDICAL DEVICES ETF 338.0 $17K 0.01% $49.41 +9.9%
235 TTD THE TRADE DESK INC COM CL A Technology 920.0 $17K 0.01% $18.08 -23.8%
236 INGERSOLL RAND INC COM 202.0 $17K 0.01% $81.99
237 MA MASTERCARD INCORPORATED CL A Financial Services 31.0 $16K 0.01% $513.61 +13.1%
238 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 216.0 $16K 0.01% $72.51 +7.9%
239 NKE NIKE INC CL B Consumer Cyclical 374.0 $15K 0.01% $41.05 -7.1%
240 CTVA CORTEVA INC COM Basic Materials 180.0 $15K 0.01% $84.69 +3.6%
Page 12 of 18  ·  360 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%