Align Financial, LLC
Filing Date
Global Rank
#7,330
/ 8,232
▲ 161
Top Industry
Consumer Electronics
18.7%
3Y Alpha vs SPY
-3.6%
Period ended 2 months ago
Filed May 8, 2026 · 37d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.1%
SPY
+9.1%
Annualised alpha
-3.6%
Max drawdown
−8.1%
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
234 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.4%
−0.2 pts
Top 5
42.8%
+0.0 pts
Top 10
60.1%
−0.9 pts
HHI
536
Diversified−8
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.5% | $6,916,855 |
| Financial Services | 13.5% | $2,867,716 |
| Unclassified | 12.6% | $2,692,925 |
| Consumer Cyclical | 11.9% | $2,540,649 |
| Communication Services | 8.6% | $1,831,095 |
| Healthcare | 6.7% | $1,422,197 |
| Consumer Defensive | 4.8% | $1,015,165 |
| Energy | 4.5% | $950,058 |
| Industrials | 3.6% | $769,876 |
| Utilities | 1.1% | $241,555 |
| Basic Materials | 0.2% | $50,218 |
| Real Estate | 0.1% | $10,898 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +109 | 10,160 | $1,771,904 | |
| TSLA | Tesla, Inc. | +100 | 685 | $254,648 | |
| CCL | Carnival Corp Ltd. | +100 | 481 | $12,448 | |
| WBD | Warner Bros. Discovery, Inc. | +45 | 69 | $1,894 | |
| BSX | Boston Scientific Corp | +12 | 143 | $8,973 | |
| TJX | Tjx Companies Inc /De/ | +10 | 296 | $47,271 | |
| 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 | |
| KO | Coca Cola Co | +2 | 477 | $36,275 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +2 | 437 | $202,414 | |
| ISRG | Intuitive Surgical Inc | +2 | 8 | $3,687 | |
| MSTR | Strategy Inc | +2 | 30 | $3,744 | |
| SCHW | Schwab Charles Corp | +1 | 931 | $87,495 | |
| ASML | Asml Holding NV | +1 | 11 | $14,529 | |
| LLY | ELI LILLY & Co | +1 | 343 | $315,481 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −991 | 3,896 | $660,995 | |
| SLB | Slb Limited/Nv | −500 | 198 | $10,175 | |
| 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 | |
| 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. | ||||
43 positions ·
$6,916,855 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,740 | $3,487,074 | 50.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,160 | $1,771,904 | 25.62% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,477 | $546,741 | 7.90% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 900 | $128,565 | 1.86% | |
| PAYC |
Paycom Software, Inc.
Technology
|
Held | 1,020 | $123,970 | 1.79% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 460 | $98,283 | 1.42% | |
| ACN |
Accenture plc
Technology
|
Held | 487 | $96,567 | 1.40% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 570 | $91,382 | 1.32% | |
| INTC |
Intel Corp
Technology
|
Held | 1,912 | $84,376 | 1.22% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 845 | $65,563 | 0.95% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 330 | $64,963 | 0.94% | |
| ORCL |
Oracle Corp
Technology
|
Held | 267 | $39,278 | 0.57% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 203 | $37,894 | 0.55% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 293 | $37,732 | 0.55% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 107 | $25,935 | 0.37% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 57 | $22,330 | 0.32% | |
| PAYX |
Paychex Inc
Technology
|
Held | 227 | $20,911 | 0.30% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 67 | $20,737 | 0.30% | |
| STM |
STMicroelectronics N.V.
Technology
|
Held | 500 | $17,275 | 0.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 82 | $16,681 | 0.24% | |
| ASML |
Asml Holding NV
Technology
|
Added | 11 | $14,529 | 0.21% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Held | 86 | $13,591 | 0.20% | |
| CDW |
CDW Corp
Technology
|
Held | 104 | $12,586 | 0.18% | |
| FSLY |
Fastly, Inc.
Technology
|
Held | 400 | $11,624 | 0.17% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 34 | $8,139 | 0.12% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 34 | $6,908 | 0.10% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 20 | $6,835 | 0.10% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 16 | $6,343 | 0.09% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 30 | $5,824 | 0.08% | |
| AKAM |
Akamai Technologies Inc
Technology
|
Held | 45 | $5,168 | 0.07% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 45 | $4,704 | 0.07% | |
| MSTR |
Strategy Inc
Technology
|
Added | 30 | $3,744 | 0.05% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 15 | $3,646 | 0.05% | |
| AI |
C3.ai, Inc.
Technology
|
Held | 401 | $3,376 | 0.05% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Held | 16 | $1,846 | 0.03% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 15 | $1,841 | 0.03% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 12 | $1,755 | 0.03% | |
| INTU |
Intuit Inc.
Technology
|
Held | 4 | $1,729 | 0.02% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 5 | $1,689 | 0.02% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 6 | $1,238 | 0.02% | |
| SNOW |
Snowflake Inc.
Technology
|
Held | 6 | $904 | 0.01% | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 10 | $646 | 0.01% | |
| BKKT |
Bakkt, Inc.
Technology
|
Held | 4 | $29 | 0.00% |