§ 13F · FUND PROFILE
McAlister, Sweet & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151M (13F)Positions · 25Turnover · — · Q1Filed · Apr 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 74K | $48M | 29.9% | +32% |
| 2 | QQQ | INVESCO QQQ TR | 20K | $11M | 7.2% | NEW |
| 3 | SCHD | SCHWAB STRATEGIC TR | 332K | $10M | 6.3% | +1225% |
| 4 | AAPL | APPLE INC | 37K | $9M | 5.8% | +3% |
| 5 | FLHY | FRANKLIN TEMPLETON ETF TR | 374K | $9M | 5.6% | NEW |
| 6 | XLF | SELECT SECTOR SPDR TR | 155K | $8M | 4.8% | NEW |
| 7 | AMZN | AMAZON COM INC | 29K | $6M | 3.7% | +4% |
| 8 | BA | BOEING CO | 29K | $6M | 3.6% | NEW |
| 9 | XOM | EXXON MOBIL CORP | 33K | $6M | 3.5% | −6% |
| 10 | MSFT | MICROSOFT CORP | 15K | $5M | 3.4% | +5% |
§ 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 $151 million in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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