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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $176M AUM 373 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 365 Reduced 24 Exited
Page 10 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 368.0 $34K 0.02% -30K -98.8% $93.32 +3.6%
182 COP CONOCOPHILLIPS COM Energy 259.0 $34K 0.02% -34K -99.2% $132.00 -11.7%
183 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 336.0 $34K 0.02% -32K -99.0% $100.62 +13.4%
184 VLO VALERO ENERGY CORP Energy 135.0 $33K 0.02% -22K -99.4% $247.08 -2.3%
185 UNP UNION PAC CORP COM Industrials 136.0 $33K 0.02% -31K -99.6% $242.62 +11.7%
186 XBI STATE STREET SPDR S&P BIOTECH ETF 253.0 $32K 0.02% -31K -99.2% $127.73 +4.4%
187 CSX CSX CORP COM Industrials 777.0 $32K 0.02% -27K -97.2% $41.05 +13.5%
188 ABT ABBOTT LABORATORIES COM Healthcare 302.0 $31K 0.02% -38K -99.2% $102.67 -15.6%
189 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 331.0 $30K 0.02% -30K -98.9% $91.64 -0.0%
190 NVO NOVO-NORDISK A S ADR Healthcare 812.0 $30K 0.02% -41K -98.0% $36.75 +20.2%
191 PRI PRIMERICA INC COM Financial Services 119.0 $30K 0.02% -31K -99.6% $250.48 +11.2%
192 USB US BANCORP COM NEW Financial Services 567.0 $29K 0.02% -30K -98.1% $52.01 +6.2%
193 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 90.0 $29K 0.02% -29K -99.7% $326.12 +93.9%
194 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 625.0 $28K 0.02% -31K -98.0% $45.30 -34.2%
195 ALGN ALIGN TECHNOLOGY INC COM Healthcare 165.0 $28K 0.02% -26K -99.4% $171.43 -4.6%
196 IXJ ISHARES GLOBAL HEALTHCARE ETF 301.0 $28K 0.02% -29K -99.0% $93.51 +0.5%
197 GD GENERAL DYNAMICS CORP COM Industrials 81.0 $28K 0.02% -27K -99.7% $343.22 +0.4%
198 ECL ECOLAB INC COM Basic Materials 103.0 $27K 0.02% -27K -99.6% $266.02 -4.4%
199 CNI CANADIAN NATL RY CO COM Industrials 264.0 $27K 0.01% -26K -99.0% $102.77 +13.3%
200 LEN LENNAR CORP CL A Consumer Cyclical 311.0 $27K 0.01% -32K -99.0% $86.84 +2.8%
Page 10 of 19  ·  365 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 32.2%
Financial Services 24.6%
Consumer Cyclical 11.8%
Communication Services 10.5%
Healthcare 6.6%
Consumer Defensive 4.7%
Energy 4.4%
Industrials 3.6%
Utilities 1.2%
Basic Materials 0.2%