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Portfolio (Quarterly) Guide ↗

AA Financial Advisors, LLC

· CIK 0002016899
13F Portfolio $832M AUM 230 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 12 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GLW CORNING INC Technology 835.0 $213K 0.03% NEW $255.43 -41.2%
222 ARMK ARAMARK Industrials 3,708.0 $211K 0.03% NEW $56.90 -0.8%
223 ATI ATI INC Industrials 1,070.0 $211K 0.03% NEW $197.10 -2.8%
224 MRK MERCK & CO INC Healthcare 1,630.0 $209K 0.03% NEW $128.50 +14.2%
225 IGSB ISHARES TR 3,990.0 $209K 0.03% NEW $52.41 -1.7%
226 CNQ CANADIAN NAT RES LTD MED TER Energy 5,249.0 $207K 0.03% NEW $39.50 +25.7%
227 HWM HOWMET AEROSPACE INC Industrials 754.0 $203K 0.02% NEW $268.86 -14.6%
228 OR OR ROYALTIES INC. Basic Materials 6,346.0 $201K 0.02% NEW $31.63 +16.2%
229 ATEC ALPHATEC HLDGS INC Healthcare 20,000.0 $173K 0.02% NEW $8.65 +17.7%
230 MTA METALLA RTY & STREAMING LTD Basic Materials 10,500.0 $80K 0.01% NEW $7.61 +33.8%
Page 12 of 12  ·  230 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
Technology 29.6%
Financial Services 21.4%
Consumer Cyclical 12.9%
Industrials 9.3%
Healthcare 9.0%
Consumer Defensive 6.3%
Communication Services 4.5%
Utilities 2.9%
Energy 2.3%
Basic Materials 1.1%