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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 8 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VFH VANGUARD FINANCIALS ETF 458.0 $60K 0.03% $131.60 +6.0%
142 SYK STRYKER CORPORATION COM Healthcare 185.0 $58K 0.03% +1.0 +0.5% $314.00 +1.1%
143 CAH CARDINAL HEALTH INC COM Healthcare 244.0 $58K 0.03% $237.56 +0.8%
144 NEE NEXTERA ENERGY INC COM Utilities 658.0 $58K 0.03% $87.77 -5.5%
145 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 360.0 $57K 0.03% $158.03 +3.3%
146 LNG CHENIERE ENERGY INC COM NEW Energy 237.0 $57K 0.03% $239.01 +23.1%
147 NSC NORFOLK SOUTHN CORP COM Industrials 180.0 $57K 0.03% $314.59 +5.8%
148 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 90.0 $56K 0.03% $623.70 -24.2%
149 RBC RBC BEARINGS INC COM Industrials 87.0 $56K 0.03% $644.06 -24.1%
150 EPD ENTERPRISE PRODS PARTNERS L P COM 1,500.0 $55K 0.03% $36.76
151 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 57.0 $55K 0.03% $965.00 -15.4%
152 QCOM QUALCOMM INC COM Technology 293.0 $54K 0.03% $184.79 -9.8%
153 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 301.0 $54K 0.03% +289.0 +2408.3% $178.27 +9.8%
154 FDCF FIDELITY DISRUPTIVE COMMUNICATIONS ETF 1,000.0 $50K 0.03% $49.96 -0.5%
155 MSCI MSCI INC COM Financial Services 88.0 $49K 0.02% $560.05 +0.5%
156 TT TRANE TECHNOLOGIES PLC SHS Industrials 100.0 $49K 0.02% $491.16 -10.4%
157 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 908.0 $49K 0.02% $53.61 +6.7%
158 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 578.0 $48K 0.02% $83.07 +2.6%
159 AMD ADVANCED MICRO DEVICES INC COM Technology 82.0 $48K 0.02% $580.91 -20.9%
160 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 1,170.0 $48K 0.02% $40.68 -2.2%
Page 8 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%