HolderBook

A&I FINANCIAL SERVICES, LLC

Reported holdings as of Q2 2026, from 11 quarterly filings.

CIK
1728031
Reported value
$229.6M
Positions
75
Top 10 weight
70.4%
Filed
2026-07-09
Days after quarter end
9

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TREFA$41.6M400,12818.10%-newNEW
TOUCHSTONE ETF TRUSTTSEL$36.1M1,222,88315.74%+1.73pp6q+2.3%+$803.6K
2023 ETF SERIES TRUSTBUSA$17.5M442,7817.61%-0.18pp6qHELD
HARRIS OAKMARK ETF TRUSTOAKM$16.9M598,9117.35%-0.42pp6q+0.6%+$103.9K
LITMAN GREGORY FDS TRDBMF$10.8M353,4554.71%-0.39pp7q-1.1%-$123.7K
VIRTUS ETF TR IIASMF$10.6M413,3394.63%-0.37pp4q-0.9%-$100.6K
ISHARES TRITOT$9.0M55,0853.94%+0.17pp11q-1.4%-$131.9K
CAPITAL GROUP GROWTH ETFCGGR$6.7M142,6512.93%+0.26pp7q+1.8%+$117.7K
CAPITAL GROUP CORE EQUITY ETCGUS$6.5M146,5082.84%+0.22pp7q+1.7%+$111.2K
VANGUARD TAX-MANAGED FDSVEA$5.9M82,7152.57%flat11q-2.2%-$129.9K
CAPITAL GROUP DIVIDEND VALUECGDV$5.3M107,6392.31%+0.75pp7q+38.8%+$1.5M
CAPITAL GROUP GBL GROWTH EQTCGGO$4.4M103,7621.91%+0.44pp7q+11.1%+$437.2K
APPLE INCAAPL$4.3M14,8411.87%+0.08pp9qHELD
TCW ETF TRUSTVOTE$3.7M42,4581.63%+0.05pp7q-3.2%-$122.6K
NVIDIA CORPORATIONNVDA$3.1M15,5641.36%+0.04pp7q-2.4%-$75.8K
CAPITAL GROUP EQUITY ETF TRCGMM$2.8M83,5211.20%+0.18pp6q+14.3%+$345.2K
CAPITAL GROUP GLOBAL EQUITYCGGE$2.7M76,8481.18%+0.23pp5q+16.9%+$392.4K
VANGUARD INTL EQUITY INDEX FVWO$2.5M41,3391.07%flat11q-1.8%-$45.1K
CAPITAL GROUP NEW GEOGRAPHYCGNG$1.8M47,9680.78%+0.21pp7q+26.3%+$373.8K
MORGAN STANLEY ETF TRUSTCVIE$1.6M19,2870.71%+0.03pp7q-3.3%-$56.1K
ISHARES TRESML$1.6M29,2350.71%+0.04pp7q-3.5%-$58.8K
ISHARES TRIVV$1.6M2,1170.69%+0.03pp9q-0.7%-$10.5K
ISHARES TRESGD$1.4M13,2100.59%-0.02pp9q-2.8%-$39.4K
LITMAN GREGORY FDS TRPCIG$1.2M140,6380.54%flat7q-1.8%-$23.0K
NUSHARES ETF TRNUBD$1.2M55,4310.53%-0.08pp7q-4.6%-$58.7K
CAPITAL GROUP DIVIDEND GROWECGDG$1.2M31,2560.51%-0.02pp7q+0.8%+$9.7K
AMAZON COM INCAMZN$1.1M4,6180.48%+0.02pp11q-0.5%-$5.7K
SONIC AUTOMOTIVE INCSAH$996.8K11,7550.43%+0.06pp2q+0.9%+$9.2K
UNIVERSAL INS HLDGS INCUVE$966.7K23,3720.42%+0.03pp5q-2.9%-$28.5K
HANOVER INS GROUP INCTHG$960.7K4,4860.42%+0.07pp7q+6.3%+$56.5K
VOYA FINANCIAL INCVOYA$960.4K10,6080.42%+0.11pp7q+11.4%+$98.6K
SILGAN HLDGS INCSLGN$905.9K19,5270.39%+0.07pp3q+11.7%+$95.0K
WENDYS COWEN$902.6K108,8820.39%+0.12pp4q+29.5%+$205.7K
SYSCO CORPSYY$893.0K10,6840.39%+0.07pp2q+13.6%+$106.6K
TRINITY INDS INCTRN$885.5K25,6060.39%-0.02pp3q-4.3%-$39.9K
EDISON INTLEIX$879.8K11,8170.38%-0.03pp3q-1.6%-$14.7K
GENUINE PARTS COGPC$856.5K7,2600.37%-newNEW
AMERICAN FINANCIAL GROUP INCAFG$852.4K6,0910.37%+0.04pp7q+11.5%+$87.7K
UNITED PARCEL SVCS INCUPS$820.2K7,6300.36%-newNEW
ALPHABET INCGOOGL$819.8K2,2940.36%+0.04pp7qHELD
AES CORPAES$812.8K55,4430.35%+0.01pp11q+8.9%+$66.3K
LAMB WESTON HLDGS INCLW$778.3K18,0230.34%+0.02pp4q+13.7%+$93.7K
MICROSOFT CORPMSFT$767.7K2,0580.33%+0.01pp7q+10.2%+$70.9K
OMNICOM GROUP INCOMC$738.6K10,1410.32%-0.01pp7q+9.6%+$64.7K
ADT INC DELADT$702.4K108,0650.31%+0.03pp7q+20.5%+$119.5K
NEXSTAR MEDIA GROUP INCNXST$697.8K3,9070.30%+0.02pp4q+17.6%+$104.5K
ISHARES INCESGE$684.0K12,5060.30%+0.02pp7q-3.1%-$21.7K
CDW CORPCDW$621.9K4,4220.27%-newNEW
CAPITAL GROUP CONSERVATIVE ECGCV$616.6K18,7870.27%-0.03pp7q-9.9%-$67.9K
CAPITAL GROUP INTERNATIONALCGIC$589.7K16,2060.26%flat6q-2.7%-$16.1K
TESLA INCTSLA$588.8K1,4000.26%+0.01pp7qHELD
BOOZ ALLEN HAMILTON HLDG CORBAH$567.4K9,3510.25%-0.03pp5q+23.8%+$109.0K
ALPHABET INCGOOG$472.4K1,3370.21%-0.01pp7q-15.1%-$84.1K
DYNATRACE INCDT$442.0K10,0670.19%+0.02pp6qHELD
FMC CORPFMC$432.4K37,6000.19%-newNEW
VERTIV HOLDINGS COVRT$412.5K1,2320.18%+0.03pp2qHELD
PHILLIPS EDISON & CO INCPECO$403.2K9,6880.18%flat7qHELD
AMERICAN HEALTHCARE REIT INCAHR$387.1K7,4220.17%flat6qHELD
NVR INCNVR$374.7K550.16%-0.01pp7qHELD
VANGUARD SCOTTSDALE FDSVTWO$319.9K2,6340.14%+0.01pp6q-1.2%-$3.8K
ISHARES TRIVW$293.9K2,1370.13%+0.01pp5qHELD
BARON ETF TRBCTK$280.7K8,6410.12%+0.03pp3qHELD
VANGUARD SPECIALIZED FUNDSVIG$275.4K1,1640.12%-newNEW
CAPITAL GROUP CORE BALANCEDCGBL$272.8K7,1860.12%flat7qHELD
CORNING INCGLW$255.4K1,0000.11%-newNEW
SPDR GOLD TRGLD$253.1K6870.11%-0.03pp7qHELD
INTEL CORPINTC$251.2K1,7990.11%-newNEW
PROFESIONALLY MANAGED PORTFOAKRE$239.4K4,5000.10%-0.01pp3qHELD
ELI LILLY & COLLY$238.7K1990.10%-newNEW
BARON ETF TRBCGD$226.7K8,5740.10%-newNEW
DISNEY WALT CODIS$225.7K2,3450.10%-0.01pp11qHELD
SOFI TECHNOLOGIES INCSOFI$179.3K10,0000.08%flat3qHELD
HOPE BANCORP INCHOPE$136.8K10,0000.06%+0.01pp7qHELD
CION INVT CORPCION$121.5K19,5100.05%-0.03pp7q-21.7%-$33.6K
BIGBEAR AI HLDGS INCBBAI$36.7K10,0000.02%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Computer Hardware 1.9%Semiconductors & Electronics 1.6%Insurance 1.6%Retail & Consumer 1.6%Other sectors 6.8%Not classified 86.5%
 
SectorValueShare
Computer Hardware$4.3M1.9%
Semiconductors & Electronics$3.8M1.6%
Insurance$3.7M1.6%
Retail & Consumer$3.6M1.6%
Other sectors$15.7M6.8%
Not classified$198.5M86.5%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$229.6M751124231170.4%9
Q1 2026$211.1M75630271072.1%15
Q4 2025$210.5M79114115970.7%28
Q3 2025$204.9M77132720971.3%23
Q2 2025$177.2M73114371072.7%14
Q1 2025$147.8M729379971.4%31
Q4 2024$102.6M7261651467.0%36
Q3 2019$66.8M252182079.4%9
Q2 2019$61.1M236161081.3%36
Q1 2019$54.2M174110785.2%31
Q4 2018$59.2M20000081.2%30

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.