Long-term investor
Align Financial, LLC @alignfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002089183).
Record
- Tracked since 2025-12-31 (290 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months -0.4% · 1 year n/a · all -0.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 21.0% · long · since 2025-12-31
- 316092352 · 8.6% · long · since 2025-12-31
- 025072703 · 7.5% · long · since 2025-12-31
- 025072562 · 6.9% · long · since 2025-12-31
- 922908744 · 6.0% · long · since 2025-12-31
- 025072604 · 4.3% · long · since 2025-12-31
- 922908769 · 3.7% · long · since 2025-12-31
- 316188309 · 2.8% · long · since 2025-12-31
- 025072232 · 2.5% · long · since 2025-12-31
- 922908751 · 2.4% · long · since 2025-12-31
- 02079K107 · 2.2% · long · since 2025-12-31
- AAPL · 2.1% · long · since 2025-12-31