Portfolio (Quarterly) Guide ↗

McAlister, Sweet & Associates, Inc.

· CIK 0001774087

13F Portfolio $161M AUM 32 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 10 Added 5 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PFEB	INNOVATOR ETFS TRUST	—	81,024	$3.3M	2.50%	SOLD
2	CRM	SALESFORCE INC	Technology	791	$210K	0.16%	SOLD

Sector Allocation

Financial Services 63.4%

Technology 17.5%

Consumer Cyclical 6.0%

Industrials 5.8%

Energy 5.7%

Communication Services 1.4%

Consumer Defensive 0.3%