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Portfolio (Quarterly) Guide ↗

ASL Financial, LLC

· CIK 0002105933
13F Portfolio $142M AUM 99 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 17 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 1,104.0 $758K 0.53% NEW $686.81 +3.0%
2 ORCL ORACLE CORP Technology 3,411.0 $500K 0.35% NEW $146.55 +2.8%
3 AMAT APPLIED MATLS INC Technology 573.0 $414K 0.29% NEW $723.00 -36.1%
4 PANW PALO ALTO NETWORKS INC Technology 749.0 $255K 0.18% NEW $341.02 +9.0%
5 ETN EATON CORP PLC Industrials 551.0 $235K 0.17% NEW $426.12 -5.5%
6 XLK SELECT SECTOR SPDR TR 1,218.0 $232K 0.16% NEW $190.52 -2.5%
7 CAT CATERPILLAR INC Industrials 207.0 $220K 0.15% NEW $1064.90 -24.9%
8 VNQ VANGUARD INDEX FDS 2,216.0 $214K 0.15% NEW $96.44 +0.8%
9 THRO BLACKROCK ETF TRUST 4,950.0 $213K 0.15% NEW $43.11 +1.7%

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
Financial Services 43.9%
Technology 29.6%
Healthcare 10.6%
Consumer Cyclical 5.3%
Energy 3.8%
Consumer Defensive 3.2%
Communication Services 2.4%
Industrials 1.3%