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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
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 1,548.0 $435K 0.31% $281.21 -16.2%
62 CMF ISHARES TR 7,400.0 $427K 0.30% $57.64 -2.4%
63 AMAT APPLIED MATLS INC Technology 573.0 $414K 0.29% NEW $723.00 -36.1%
64 HD HOME DEPOT INC Consumer Cyclical 1,032.0 $364K 0.26% $352.54 -6.3%
65 DSI ISHARES TR 2,500.0 $356K 0.25% $142.39 +3.5%
66 MRK MERCK & CO INC Healthcare 2,764.0 $355K 0.25% $128.50 +15.4%
67 VXUS VANGUARD STAR FDS 4,119.0 $352K 0.25% $85.49 +2.4%
68 CSCO CISCO SYS INC Technology 2,881.0 $338K 0.24% $117.46 -6.4%
69 XLU SELECT SECTOR SPDR TR 7,288.0 $330K 0.23% -600.0 -7.6% $45.34 -5.8%
70 LOW LOWES COS INC Consumer Cyclical 1,484.0 $327K 0.23% $220.49 -5.6%
71 JNJ JOHNSON & JOHNSON Healthcare 1,262.0 $321K 0.23% $253.97 +5.5%
72 IWR ISHARES TR 2,880.0 $318K 0.22% $110.32 +1.8%
73 USMV ISHARES TR 3,287.0 $317K 0.22% $96.46 +5.5%
74 IAGG ISHARES TR 6,259.0 $317K 0.22% $50.60 -1.7%
75 QQQ INVESCO QQQ TR Financial Services 427.0 $314K 0.22% $736.40 -2.7%
76 FCAL FIRST TR EXCH TRADED FD III 6,160.0 $306K 0.21% $49.65 -2.6%
77 XOM EXXON MOBIL CORP Energy 2,191.0 $300K 0.21% $136.72 +14.6%
78 BSCT INVESCO EXCH TRD SLF IDX FD 16,070.0 $298K 0.21% $18.57 -0.5%
79 BSCS INVESCO EXCH TRD SLF IDX FD 14,403.0 $293K 0.21% $20.36 -0.3%
80 V VISA INC Financial Services 784.0 $269K 0.19% $343.09 +11.2%
Page 4 of 5  ·  99 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 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%