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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  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 5.0 $414.0 -414.0 -98.8% $82.80 -0.4%
362 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 3.0 $275.0 -242.0 -98.8% $91.67 +5.1%
363 LIBERTY GLOBAL LTD COM CL C 20.0 $235.0 -201.0 -91.0% $11.75
364 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 3.0 $234.0 -265.0 -98.9% $78.00
365 LBRDA LIBERTY BROADBAND CORP COM SER A Communication Services 3.0 $151.0 -142.0 -97.9% $50.33 -32.6%
366 KVUE KENVUE INC COM Consumer Defensive 8.0 $138.0 -130.0 -94.2% $17.25 +1.5%
367 ATLANTA BRAVES HLDGS INC COM SER C 2.0 $85.0 -77.0 -97.5% $42.50
368 ATLANTA BRAVES HLDGS INC COM SER A 1.0 $47.0 -41.0 -97.6% $47.00
369 SKILLZ INC COM CL A 15.0 $39.0 -50.0 -76.9% $2.60
370 GCI LIBERTY INC COM SER C 1.0 $37.0 -36.0 -97.3% $37.00
371 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 4.0 $36.0 -50.0 -92.6% $9.00 +15.7%
372 BKKT BAKKT INC COM CL A NEW Technology 4.0 $29.0 -36.0 -90.0% $7.25 +62.3%
373 ONL ORION PROPERTIES INC COM Real Estate 8.0 $17.0 -10.0 -55.6% $2.12 +41.2%
Page 19 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%