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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 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,172.0 $11.3M 7.98% -185.0 -1.2% $746.78 +3.0%
2 VTI VANGUARD INDEX FDS 30,045.0 $11.1M 7.83% -325.0 -1.1% $370.04 +2.5%
3 IJH ISHARES TR 123,988.0 $9.6M 6.73% -1K -0.8% $77.11 -1.8%
4 IWM ISHARES TR 12,332.0 $3.7M 2.61% -256.0 -2.0% $300.46 -1.6%
5 IYY ISHARES TR 20,240.0 $3.7M 2.60% -150.0 -0.7% $182.28 +2.8%
6 ICLO INVESCO ACTIVELY MANAGED EXC 122,913.0 $3.1M 2.21% -6K -5.0% $25.58 +0.0%
7 IAU ISHARES GOLD TR Financial Services 36,214.0 $2.7M 1.93% -409.0 -1.1% $75.51 +11.0%
8 EFV ISHARES TR 15,351.0 $1.2M 0.83% -449.0 -2.8% $76.55 +6.8%
9 USFR WISDOMTREE TR 19,285.0 $971K 0.68% -100.0 -0.5% $50.35 +0.0%
10 MBB ISHARES TR 10,251.0 $969K 0.68% -584.0 -5.4% $94.52 -1.4%
11 DVY ISHARES TR 5,676.0 $887K 0.62% -40.0 -0.7% $156.30 +4.8%
12 TLH ISHARES TR 6,681.0 $670K 0.47% -149.0 -2.2% $100.35 -3.0%
13 EEMV ISHARES INC 7,593.0 $572K 0.40% -98.0 -1.3% $75.28 +0.6%
14 XLU SELECT SECTOR SPDR TR 7,288.0 $330K 0.23% -600.0 -7.6% $45.34 -5.8%
15 IBB ISHARES TR 1,175.0 $223K 0.16% -25.0 -2.1% $190.19 +9.9%

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%