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Portfolio (Quarterly) Guide ↗

ASL Financial, LLC

· CIK 0002105933
13F Portfolio $125M AUM 91 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 30 Added 22 Reduced 5 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 2,829.0 $589K 0.47% +29.0 +1.0% $208.27 +28.9%
42 BINC BLACKROCK ETF TRUST II 11,258.0 $585K 0.47% +1K +11.7% $51.93 +0.5%
43 SUSA ISHARES TR 4,396.0 $581K 0.46% -80.0 -1.8% $132.10 +14.0%
44 VTV VANGUARD INDEX FDS 2,889.0 $567K 0.45% $196.20 +6.5%
45 ABBV ABBVIE INC Healthcare 2,593.0 $564K 0.45% $217.49 -1.3%
46 NVDA NVIDIA CORPORATION Technology 3,070.0 $535K 0.43% +16.0 +0.5% $174.40 +25.9%
47 WMT WALMART INC Consumer Defensive 4,172.0 $518K 0.41% $124.28 +5.3%
48 EEMV ISHARES INC 7,691.0 $498K 0.40% -185.0 -2.4% $64.73 +11.7%
49 WFC WELLS FARGO & CO Financial Services 6,233.0 $496K 0.40% $79.61 -4.8%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 484.0 $482K 0.39% $996.43 +5.4%
51 TSLA TESLA INC Consumer Cyclical 1,284.0 $477K 0.38% $371.75 +12.2%
52 OEF ISHARES TR 1,419.0 $451K 0.36% +420.0 +42.0% $318.07 +16.4%
53 ESGU ISHARES TR 3,137.0 $444K 0.35% $141.42 +14.5%
54 CMF ISHARES TR 7,400.0 $421K 0.34% +430.0 +6.2% $56.86 -0.2%
55 IWD ISHARES TR 1,897.0 $405K 0.32% -124.0 -6.1% $213.69 +9.8%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 1,548.0 $375K 0.30% +24.0 +1.6% $242.39 +4.4%
57 XOM EXXON MOBIL CORP Energy 2,191.0 $372K 0.30% +44.0 +2.0% $169.66 -7.9%
58 XLU SELECT SECTOR SPDR TR 7,888.0 $362K 0.29% $45.89 -1.9%
59 LOW LOWES COS INC Consumer Cyclical 1,484.0 $351K 0.28% $236.28 -8.0%
60 GLW CORNING INC Technology 2,500.0 $340K 0.27% $135.97 +41.1%
Page 3 of 5  ·  91 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
Financial Services 46.1%
Technology 24.2%
Healthcare 10.5%
Consumer Cyclical 5.4%
Energy 5.3%
Consumer Defensive 4.4%
Communication Services 4.1%