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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 6 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAYC PAYCOM SOFTWARE INC COM Technology 1,020.0 $128K 0.06% $125.68 +89.3%
102 LOW LOWES COS INC COM Consumer Cyclical 567.0 $125K 0.06% $220.49 -9.3%
103 IVE ISHARES S&P 500 VALUE ETF 550.0 $125K 0.06% $227.06 +3.8%
104 IWR ISHARES RUSSELL MIDCAP ETF 1,121.0 $124K 0.06% $110.27 +0.2%
105 GSK GSK PLC SPONSORED ADR Healthcare 2,340.0 $123K 0.06% $52.42 -3.4%
106 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 4,788.0 $121K 0.06% $25.25 -0.8%
107 MGK VANGUARD MEGA CAP GROWTH ETF 1,350.0 $119K 0.06% +1K +400.0% $87.91 +1.3%
108 DE DEERE & CO COM Industrials 187.0 $119K 0.06% $634.33 +6.6%
109 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 900.0 $118K 0.06% $131.43 +2.3%
110 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1,397.0 $110K 0.06% $79.03 -1.2%
111 SCHF SCHWAB INTERNATIONAL EQUITY ETF 3,983.0 $110K 0.06% $27.70 +0.9%
112 T AT&T INC COM Communication Services 5,281.0 $109K 0.05% $20.70 +25.7%
113 VOOV VANGUARD S&P 500 VALUE ETF 498.0 $109K 0.05% $219.21 +3.8%
114 VOT VANGUARD MID-CAP GROWTH ETF 346.0 $106K 0.05% $306.30 -3.1%
115 SOXX ISHARES SEMICONDUCTOR ETF 165.0 $106K 0.05% $641.15 -22.0%
116 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 4,282.0 $104K 0.05% $24.22 -0.4%
117 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 2,423.0 $100K 0.05% $41.43 +8.0%
118 CSCO CISCO SYS INC COM Technology 845.0 $99K 0.05% $117.46 -6.6%
119 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 904.0 $97K 0.05% $107.13 +3.5%
120 NXPI NXP SEMICONDUCTORS N V COM Technology 330.0 $93K 0.05% $281.03 -20.9%
Page 6 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%