McAlister, Sweet & Associates, Inc.
•CIK: 1774087•Filing: Q4 2025
**McAlister, Sweet & Associates, Inc.** manages $132M across a concentrated portfolio of 25 positions. The fund exhibits a significant allocation to broad market exposure, notably holding SPY at $38.1M and RSP at $24.2M. Core technology names anchor the remaining structure, with substantial positions in AAPL ($9.8M), GOOGL ($8.1M), and MSFT ($6.8M). This structure suggests a tactical blend of broad index tracking with high-conviction large-cap technology tilts.
Total AUM
$131.7M
QoQ Performance
-13.0%
Positions
22
Top 10 Concentration
86.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
RSP
AAPL
GOOGL
MSFT
SPY28.9%
RSP18.4%
AAPL7.4%
GOOGL6.2%
MSFT5.1%
AMZN4.8%
BRK/B4.5%
PAUG4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.8%
ETF32.1%
Technology20.3%
Consumer4.8%
Financial4.7%
Energy3.2%
Changes from Q3 2025
NEW2 new positions
↑5 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023