Align Financial, LLC
Top Portfolio Positions
233 positions ·
$21,186,532 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,740 | $3,487,074 | 16.46% | |
| NVDA |
Nvidia Corp
Technology
|
10,160 | $1,771,904 | 8.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,287 | $1,517,663 | 7.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,070 | $1,194,762 | 5.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,766 | $1,148,500 | 5.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,405 | $979,141 | 4.62% | |
| V |
Visa Inc.
Financial Services
|
2,875 | $868,940 | 4.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,896 | $660,995 | 3.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,100 | $629,343 | 2.97% | |
| MSFT |
Microsoft Corp
Technology
|
1,477 | $546,741 | 2.58% |
Portfolio Trend
Holdings in SOR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,986 | 3,346 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,005,535 | 153,093 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||