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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 9 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP PEPSICO INC COM Consumer Defensive 345.0 $47K 0.02% $135.40 +3.2%
162 VHT VANGUARD HEALTH CARE ETF 155.0 $46K 0.02% $298.26 +7.8%
163 OXY OCCIDENTAL PETE CORP COM Energy 939.0 $46K 0.02% NEW $48.57 +25.5%
164 CVX CHEVRON CORPORATION COM Energy 271.0 $45K 0.02% $165.76 +27.3%
165 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 777.0 $45K 0.02% $57.67 -3.6%
166 TJX TJX COS INC NEW COM Consumer Cyclical 296.0 $45K 0.02% $151.39 -12.0%
167 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1,235.0 $45K 0.02% $36.26 +2.3%
168 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 534.0 $44K 0.02% $82.27 +4.6%
169 VOE VANGUARD MID-CAP VALUE ETF 218.0 $43K 0.02% $197.60 +4.1%
170 FENY FIDELITY MSCI ENERGY INDEX ETF 1,445.0 $43K 0.02% $29.56 +21.6%
171 COF CAPITAL ONE FINL CORP COM Financial Services 206.0 $41K 0.02% $200.62 +5.3%
172 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 661.0 $40K 0.02% $60.79 +3.8%
173 XBI STATE STREET SPDR S&P BIOTECH ETF 253.0 $40K 0.02% $158.25 +3.3%
174 UNH UNITEDHEALTH GROUP INC COM Healthcare 96.0 $40K 0.02% $415.62 -4.6%
175 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 336.0 $39K 0.02% $117.50 -5.0%
176 ORCL ORACLE CORP COM Technology 267.0 $39K 0.02% $146.55 -3.6%
177 NVO NOVO-NORDISK A S ADR Healthcare 812.0 $39K 0.02% $47.94 -5.9%
178 KO COCA COLA CO COM Consumer Defensive 477.0 $39K 0.02% $81.27 +8.3%
179 FENI FIDELITY ENHANCED INTERNATIONAL ETF 960.0 $39K 0.02% $40.13 +2.1%
180 CAT CATERPILLAR INC COM Industrials 36.0 $38K 0.02% $1064.89 -26.8%
Page 9 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%