§ 13F · FUND PROFILE
McAlister, Sweet & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112.7T (13F)Positions · 28Turnover · — · Q4Filed · Jan 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 56K | $38.1T | 28.9% | −31% |
| 2 | RSP | INVESCO QQQ TR | 39K | $24.2T | 18.4% | +1% |
| 3 | AAPL | APPLE INC | 36K | $9.8T | 7.4% | −8% |
| 4 | GOOGL | ALPHABET INC | 26K | $8.1T | 6.2% | −24% |
| 5 | MSFT | MICROSOFT CORP | 14K | $6.8T | 5.1% | −9% |
| 6 | AMZN | AMAZON COM INC | 28K | $6.4T | 4.8% | −6% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $5.9T | 4.5% | ±0% |
| 8 | PAUG | INNOVATOR ETFS TRUST | 124K | $5.4T | 4.1% | ±0% |
| 9 | PMAY | INNOVATOR ETFS TRUST | 125K | $4.9T | 3.7% | ±0% |
| 10 | XOM | EXXON MOBIL CORP | 35K | $4.3T | 3.2% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCALISTER, SIGNAL
AC read
McAlister, Sweet & Associates, Inc. is a Other fund managing $112685.3 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed