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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 16 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 8.0 $3K 0.00% $397.62 -7.1%
302 ZTS ZOETIS INC CL A Healthcare 44.0 $3K 0.00% $71.86 +7.5%
303 ADBE ADOBE INC COM Technology 15.0 $3K 0.00% $205.00 +39.6%
304 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 244.0 $3K 0.00% $12.12 -4.6%
305 CME CME GROUP INC COM Financial Services 13.0 $3K 0.00% $220.85 +29.7%
306 FRANKLIN MUNICIPAL INCOME ETF 359.0 $3K 0.00% $7.93
307 KTB KONTOOR BRANDS INC COM Consumer Cyclical 32.0 $3K 0.00% $83.34 -10.4%
308 Q QNITY ELECTRONICS INC COMMON STOCK Technology 16.0 $3K 0.00% $163.31 -29.3%
309 PLD PROLOGIS SHARE BENEFICIAL INT Real Estate 19.0 $3K 0.00% $135.47 +3.1%
310 ANET ARISTA NETWORKS INC COM SHS Technology 15.0 $3K 0.00% $169.87 +11.4%
311 VZ VERIZON COMMUNICATIONS INC COM Communication Services 60.0 $3K 0.00% -129.0 -68.2% $42.33 +18.8%
312 GDX VANECK GOLD MINERS ETF 33.0 $2K 0.00% $75.45 +25.5%
313 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 42.0 $2K 0.00% $57.83 +6.5%
314 SHW SHERWIN WILLIAMS CO COM Basic Materials 6.0 $2K 0.00% $344.33 -4.2%
315 PH PARKER-HANNIFIN CORP COM Industrials 2.0 $2K 0.00% $978.00 -2.6%
316 TUR ISHARES MSCI TURKEY ETF 50.0 $2K 0.00% $38.88 +2.4%
317 DHR DANAHER CORP DEL COM Healthcare 10.0 $2K 0.00% $190.50 +8.6%
318 MAR MARRIOTT INTL INC Consumer Cyclical 5.0 $2K 0.00% $370.60 -9.7%
319 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 69.0 $2K 0.00% $26.67 +6.2%
320 GM GENERAL MOTORS CORP Consumer Cyclical 22.0 $2K 0.00% $77.09 +11.1%
Page 16 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%