StockDriftsStockDriftsTop 33 Mcalister Sweet & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 32.91% | 68.3K | $52.1M | -17.46%(-14.45K) | $625.27(+22.58%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 9.56% | 20.5K | $15.1M | +0.54%(+110) | $586.25(+22.53%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.73% | 36.7K | $12.2M | -0.61%(-225) | $178.86(+91.74%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.05% | 343.2K | $11.2M | +1.24%(+4.20K) | $28.87(+18.59%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 5.43% | 160.9K | $8.6M | +0.46%(+732) | $49.37(+11.53%) | 2026-09-30 | |
| BA | BOEING CO | 5.34% | 45.4K | $8.5M | +57.22%(+16.53K) | $205.59(-6.89%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.6% | 29.2K | $7.3M | +0.93%(+268) | $204.75(+28.18%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 3.91% | 72.9K | $6.2M | +2.49%(+1.77K) | $71.70(+16.17%) | 2026-09-30 | |
| PMAY | INNOVATOR ETFS TRUST | 3.43% | 128.5K | $5.4M | -0.15%(-187) | $33.54(+26.43%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.92% | 6.0K | $4.6M | -2.34%(-145) | $499.57(+54.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.97% | +68.38% | — | — | +59.35% |
| Top 20 Holdings Unweighted | +17.65% | +62.86% | — | — | +56.11% |
Mcalister Sweet & Associates INC reports $158.27M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are SPY (32.9%), QQQ (9.6%) and AAPL (7.7%). The top 20 holdings account for 92.49% of reported assets. Its disclosed equity book has returned +68.38% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcalister Sweet & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774087). View Mcalister Sweet & Associates INC’s 13F filings on SEC