McAlister, Sweet & Associates, Inc. - Portfolio Stock Holdings
McAlister, Sweet & Associates, Inc. disclosed 42 stock positions in a recent SEC 13F filing. $158,265,418 of stock holdings were filed, with the largest holdings including SPY, QQQ, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $224,207,084 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
42Est. Stock Holding Value:
$158,265,418Top Stock Holdings By Sector
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Portfolio Stock Holdings - McAlister, Sweet & Associates, Inc.
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