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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 19 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SKILLZ INC COM CL A 15.0 $39.0 -50.0 -76.9% $2.60
362 GCI LIBERTY INC COM SER C 1.0 $37.0 -36.0 -97.3% $37.00
363 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 4.0 $36.0 -50.0 -92.6% $9.00 +15.2%
364 BKKT BAKKT INC COM CL A NEW Technology 4.0 $29.0 -36.0 -90.0% $7.25 +62.9%
365 ONL ORION PROPERTIES INC COM Real Estate 8.0 $17.0 -10.0 -55.6% $2.12 +40.7%
Page 19 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%