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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 15 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WINA WINMARK CORP COM Consumer Cyclical 18.0 $8K 0.00% -7K -99.8% $427.56 -14.7%
282 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 34.0 $7K 0.00% -9K -99.6% $203.18 +7.5%
283 O REALTY INCOME CORP COM Real Estate 112.0 $7K 0.00% -6K -98.2% $61.04 +2.3%
284 AMAT APPLIED MATLS INC COM Technology 20.0 $7K 0.00% -5K -99.6% $341.80 +33.1%
285 BLK BLACKROCK INC COM Financial Services 7.0 $7K 0.00% -7K -99.9% $961.71 +12.0%
286 AEP AMERICAN ELEC PWR CO INC COM Utilities 50.0 $7K 0.00% -6K -99.1% $131.08 -0.1%
287 CI THE CIGNA GROUP COM Healthcare 24.0 $6K 0.00% -7K -99.6% $266.75 +5.3%
288 BOH BANK HAWAII CORP COM Financial Services 86.0 $6K 0.00% -6K -98.5% $74.26 +5.6%
289 SNPS SYNOPSYS INC COM Technology 16.0 $6K 0.00% -8K -99.8% $396.50 +34.8%
290 CMF ISHARES CALIFORNIA MUNI BOND ETF 110.0 $6K 0.00% -6K -98.3% $56.86 +0.4%
291 EFG ISHARES MSCI EAFE GROWTH ETF 54.0 $6K 0.00% -6K -99.1% $111.37 +10.4%
292 WYNN WYNN RESORTS LTD COM Consumer Cyclical 59.0 $6K 0.00% -7K -99.2% $101.54 -4.2%
293 TXN TEXAS INSTRS INC COM Technology 30.0 $6K 0.00% -5K -99.4% $194.13 +67.4%
294 NFLX NETFLIX INC. COM Communication Services 60.0 $6K 0.00% -6K -98.9% $96.15 -8.8%
295 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 77.0 $5K 0.00% -5K -98.6% $68.16 +21.4%
296 WEN WENDYS CO COM Consumer Cyclical 750.0 $5K 0.00% -5K -88.0% $6.95 +12.4%
297 ZTS ZOETIS INC CL A Healthcare 44.0 $5K 0.00% -5K -99.2% $118.20 -31.2%
298 AKAM AKAMAI TECHNOLOGIES INC COM Technology 45.0 $5K 0.00% -4K -98.8% $114.84 +29.1%
299 BIIB BIOGEN INC COM Healthcare 28.0 $5K 0.00% -5K -99.4% $183.32 +5.3%
300 ALLE ALLEGION PLC ORD SHS Industrials 33.0 $5K 0.00% -5K -99.4% $145.30 -9.4%
Page 15 of 19  ·  373 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%