Align Financial, LLC
Filing Date
Global Rank
#7,700
/ 8,605
▲ 41
· as of Mar 2026
Top Industry
Consumer Electronics
19.5%
3Y Alpha vs SPY
+2.1%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.3%
SPY
+10.0%
Annualised alpha
+4.0%
Max drawdown
−8.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
233 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.9%
−0.0 pts
Top 5
44.3%
+0.3 pts
Top 10
60.5%
−1.1 pts
HHI
563
Diversified−3
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.6% | $6,916,855 |
| Financial Services | 13.9% | $2,865,560 |
| Unclassified | 13.1% | $2,692,925 |
| Consumer Cyclical | 12.1% | $2,492,146 |
| Communication Services | 8.9% | $1,831,095 |
| Healthcare | 6.9% | $1,422,197 |
| Consumer Defensive | 4.9% | $1,015,165 |
| Industrials | 3.7% | $772,113 |
| Energy | 1.4% | $289,063 |
| Utilities | 1.2% | $241,555 |
| Basic Materials | 0.3% | $53,241 |
| Real Estate | 0.1% | $10,898 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +109 | 10,160 | $1,771,904 | |
| CCL | Carnival Corp Ltd. | +100 | 481 | $12,448 | |
| TSLA | Tesla, Inc. | +100 | 685 | $254,648 | |
| WBD | Warner Bros. Discovery, Inc. | +45 | 69 | $1,894 | |
| DD | DuPont de Nemours, Inc. | +22 | 33 | $4,534 | |
| BSX | Boston Scientific Corp | +12 | 143 | $8,973 | |
| TJX | Tjx Companies Inc /De/ | +10 | 296 | $47,271 | |
| HON | Honeywell International Inc | +9 | 203 | $48,121 | |
| IBIT | iShares Bitcoin Trust ETF | +8 | 12 | $461 | |
| AVGO | Broadcom Inc. | +6 | 67 | $20,737 | |
| SPY | Spdr S&P 500 ETF Trust | +6 | 1,766 | $1,148,500 | |
| PANW | Palo Alto Networks Inc | +6 | 570 | $91,382 | |
| V | Visa Inc. | +4 | 2,875 | $868,940 | |
| AMP | Ameriprise Financial Inc | +3 | 43 | $19,109 | |
| O | Realty Income Corp | +2 | 112 | $6,852 | |
| MSTR | Strategy Inc | +2 | 30 | $3,744 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +2 | 437 | $202,414 | |
| KO | Coca Cola Co | +2 | 477 | $36,275 | |
| ISRG | Intuitive Surgical Inc | +2 | 8 | $3,687 | |
| SCHW | Schwab Charles Corp | +1 | 931 | $87,495 | |
| LLY | ELI LILLY & Co | +1 | 343 | $315,481 | |
| ASML | Asml Holding NV | +1 | 11 | $14,529 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLB | Slb Limited/Nv | −500 | 198 | $10,175 | |
| BKNG | Booking Holdings Inc. | −289 | 12 | $2,020 | |
| NOW | ServiceNow, Inc. | −250 | 45 | $4,704 | |
| AAPL | Apple Inc. | −235 | 13,740 | $3,487,074 | |
| PFE | Pfizer Inc | −215 | 514 | $14,433 | |
| GOOGL | Alphabet Inc. | −164 | 3,405 | $979,141 | |
| COP | Conocophillips | −108 | 259 | $34,188 | |
| BRK-B | Berkshire Hathaway Inc | −100 | 256 | $122,675 | |
| MU | Micron Technology Inc | −100 | 5 | $1,689 | |
| UNH | Unitedhealth Group Inc | −70 | 96 | $25,976 | |
| PSX | Phillips 66 | −54 | 50 | $9,109 | |
| JPM | Jpmorgan Chase & Co | −25 | 634 | $186,497 | |
| CMCSA | Comcast Corp | −24 | 354 | $10,163 | |
| MSFT | Microsoft Corp | −23 | 1,477 | $546,741 | |
| AMZN | Amazon Com Inc | −19 | 7,287 | $1,517,663 | |
| AMGN | Amgen Inc | −15 | 56 | $19,703 | |
| META | Meta Platforms, Inc. | −10 | 1,100 | $629,343 | |
| SPGI | S&P Global Inc. | −5 | 94 | $37,825 | |
| CLX | Clorox Co /De/ | −2 | 107 | $11,088 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | 2,000 | $110,000 | |
| NRG | Nrg Energy, Inc. | 215 | $34,236 | |
| FFIN | First Financial Bankshares Inc | 1,000 | $29,870 | |
| DOW | Dow Inc. | 500 | $11,690 | |
| OXY | Occidental Petroleum Corp /De/ | 232 | $9,539 | |
| MRP | Millrose Properties, Inc. | 155 | $4,629 | |
| No positions match the current search. | ||||
233 positions ·
$20,602,813 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 233 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,740 | $3,487,074 | 16.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,160 | $1,771,904 | 8.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,287 | $1,517,663 | 7.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,070 | $1,194,762 | 5.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,766 | $1,148,500 | 5.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,405 | $979,141 | 4.75% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,875 | $868,940 | 4.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,100 | $629,343 | 3.05% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,477 | $546,741 | 2.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 343 | $315,481 | 1.53% | |
| FMAO |
Farmers & Merchants Bancorp Inc
Financial Services
|
Held | 11,200 | $287,504 | 1.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 276 | $275,014 | 1.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 685 | $254,648 | 1.24% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,009 | $249,678 | 1.21% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
Held | 23,571 | $242,781 | 1.18% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 682 | $224,302 | 1.09% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,537 | $222,004 | 1.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 892 | $218,040 | 1.06% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 437 | $202,414 | 0.98% | |
| PEBO |
Peoples Bancorp Inc
Financial Services
|
Held | 5,897 | $193,834 | 0.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 634 | $186,497 | 0.91% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Held | 500 | $165,435 | 0.80% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 1,405 | $162,656 | 0.79% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Held | 10,195 | $159,551 | 0.77% | |
| SOR |
Source Capital /De/
Financial Services
|
Held | 3,346 | $154,986 | 0.75% | |
| T |
At&T Inc.
Communication Services
|
Held | 5,281 | $153,096 | 0.74% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 238 | $146,788 | 0.71% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 567 | $133,970 | 0.65% | |
| GSK |
GSK plc
Healthcare
|
Held | 2,340 | $129,144 | 0.63% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 900 | $128,565 | 0.62% | |
| PAYC |
Paycom Software, Inc.
Technology
|
Held | 1,020 | $123,970 | 0.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 256 | $122,675 | 0.60% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 649 | $106,805 | 0.52% | |
| DE |
Deere & Co
Industrials
|
Held | 187 | $105,337 | 0.51% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 460 | $98,283 | 0.48% | |
| ACN |
Accenture plc
Technology
|
Held | 487 | $96,567 | 0.47% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 570 | $91,382 | 0.44% | |
| WM |
Waste Management Inc
Industrials
|
Held | 392 | $90,077 | 0.44% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 931 | $87,495 | 0.42% | |
| INTC |
Intel Corp
Technology
|
Held | 1,912 | $84,376 | 0.41% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 500 | $75,000 | 0.36% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 607 | $73,016 | 0.35% | |
| HLN |
Haleon plc
Healthcare
|
Held | 6,830 | $68,368 | 0.33% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Held | 237 | $67,251 | 0.33% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 845 | $65,563 | 0.32% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 330 | $64,963 | 0.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 298 | $64,812 | 0.31% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 658 | $61,115 | 0.30% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 184 | $60,460 | 0.29% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 1,500 | $56,760 | 0.28% |