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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 14 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IMFL INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF 290.0 $10K 0.01% $34.34 +0.8%
262 BIO BIO RAD LABS INC CL A Healthcare 33.0 $10K 0.01% $293.61 +29.8%
263 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 19.0 $10K 0.01% $501.37 +19.8%
264 PTY PIMCO CORPORATE & INCOME OPPOR COM Financial Services 750.0 $9K 0.00% -1K -57.1% $12.03 -2.0%
265 TXN TEXAS INSTRS INC COM Technology 30.0 $9K 0.00% $298.07 -15.0%
266 AFL AFLAC INC COM Financial Services 75.0 $9K 0.00% $117.25 -1.1%
267 EFX EQUIFAX INC COM Industrials 55.0 $9K 0.00% $158.73 +17.3%
268 CMCSA COMCAST CORP NEW CL A Communication Services 354.0 $9K 0.00% $24.55 +7.1%
269 CG CARLYLE GROUP INC COM Financial Services 202.0 $9K 0.00% $42.11 +10.5%
270 MELI MERCADOLIBRE INC COM Consumer Cyclical 5.0 $8K 0.00% $1697.40 +15.7%
271 PSX PHILLIPS 66 COM Energy 50.0 $8K 0.00% $169.06 +49.1%
272 WINA WINMARK CORP COM Consumer Cyclical 18.0 $8K 0.00% $423.06 -22.9%
273 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 34.0 $8K 0.00% $223.94 +26.6%
274 NDAQ NASDAQ INC COM Financial Services 93.0 $7K 0.00% $78.82 +23.8%
275 SNPS SYNOPSYS INC COM Technology 16.0 $7K 0.00% $446.06 -7.0%
276 BOH BANK HAWAII CORP COM Financial Services 86.0 $7K 0.00% $81.49 -7.7%
277 O REALTY INCOME CORP COM Real Estate 113.0 $7K 0.00% +1.0 +0.9% $61.81 -0.7%
278 AEP AMERICAN ELEC PWR CO INC COM Utilities 50.0 $7K 0.00% $136.82 -10.1%
279 BLK BLACKROCK INC COM Financial Services 7.0 $7K 0.00% $961.57 +17.3%
280 EFG ISHARES MSCI EAFE GROWTH ETF 54.0 $7K 0.00% $124.43 -1.7%
Page 14 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%