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Portfolio (Quarterly) Guide ↗

ASL Financial, LLC

· CIK 0002105933
13F Portfolio $125M AUM 91 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 30 Added 22 Reduced 5 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OEF ISHARES TR 1,419.0 $451K 0.36% +420.0 +42.0% $318.07 +16.4%
22 CMF ISHARES TR 7,400.0 $421K 0.34% +430.0 +6.2% $56.86 -0.2%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 1,548.0 $375K 0.30% +24.0 +1.6% $242.39 +4.4%
24 XOM EXXON MOBIL CORP Energy 2,191.0 $372K 0.30% +44.0 +2.0% $169.66 -7.9%
25 HD HOME DEPOT INC Consumer Cyclical 1,031.0 $339K 0.27% +7.0 +0.7% $329.00 -4.6%
26 MRK MERCK & CO INC Healthcare 2,764.0 $332K 0.27% +50.0 +1.8% $120.29 -3.7%
27 MTUM ISHARES TR 1,365.0 $328K 0.26% +312.0 +29.6% $239.99 +25.9%
28 IAGG ISHARES TR 6,259.0 $313K 0.25% +761.0 +13.8% $50.04 -0.1%
29 EMB ISHARES TR 2,714.0 $255K 0.20% +34.0 +1.3% $93.93 +1.1%
30 PEP PEPSICO INC Consumer Defensive 1,470.0 $228K 0.18% +28.0 +1.9% $155.29 -4.1%
Page 2 of 2  ·  30 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
Financial Services 46.1%
Technology 24.2%
Healthcare 10.5%
Consumer Cyclical 5.4%
Energy 5.3%
Consumer Defensive 4.4%
Communication Services 4.1%