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Filers›Asset Manager›McAlister, Sweet & Associates, Inc.
DOSSIER · 13F-HR · Q1 2026

McAlister, Sweet & Associates, Inc.

McAlister, Sweet & Associates's asset manager based in Greenwich, CT — $161M in tracked AUM across 32 positions as of Q1 2026.

MS
McAlister, Sweet & Associates·Greenwich, CT·Asset Manager
CIK 0001774087 · last filed Mar 31, 2026
Total AUM
$161M
▼ 15.1%
vs prior
Holdings
32
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

McAlister, Sweet & Associates, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$48M74K29.9%
02
QQQ
INVESCO QQQ TR
$11M20K7.2%
03
SCHD
SCHWAB STRATEGIC TR
$10M332K6.3%
04
AAPL
APPLE INC
$9M37K5.8%
05
FLHY
FRANKLIN TEMPLETON ETF TR
$9M374K5.6%
06
XLF
SELECT SECTOR SPDR TR
$8M155K4.8%
07
AMZN
AMAZON COM INC
$6M29K3.7%
08
BA
BOEING CO
$6M29K3.6%
09
XOM
EXXON MOBIL CORP
$6M33K3.5%
10
MSFT
MICROSOFT CORP
$5M15K3.4%

Filing history

Filing history loading…
AI Agent · grounded in McAlister,
haiku-4-5 · 32 positions indexed
Sector mix
  • Financials38%
  • Cons. Disc.6%
  • Communications16%
  • Industrials4%
  • Energy29%
  • Other7%
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