Mcalister Sweet Investment Activity in Q3 2026

Investment Strategy Overview

Mcalister, Sweet & Associates Inc. managed a significant portfolio totaling approximately $183 million as of June 30th, 2026.

Prominent Purchases This Quarter

The firm demonstrated strong buying activity during Q3 2026, most notably adding shares to the Vanguard Information Technology ETF (VUG). The position increased by a substantial +521.78%, reflecting significant confidence in this sector.

Additionally, there was considerable growth observed in other holdings like the Franklin Templeton ETF Trust (FLHY), which saw an increase of +13.74% in shares during the quarter. This investor also showed a preference for Schwab Strategic Trust funds, adding to both their SCHWAB INDEX FDS (SCHX) and SCHWAB STRATEGIC TR (SCHD) positions, although the latter's increase was relatively modest at +2.04%.

The largest absolute purchase this quarter involved adding over 51k shares to FLHY, while also increasing exposure in VUG and SCHD significantly from prior periods.

Significant Changes and Sales

Mcalister Sweet adjusted several positions meaningfully during Q3. The firm notably increased its stake in the SPDR Select Sector SO AR (XLF) ETF by +3.48%, suggesting ongoing interest in financial services.

However, some positions saw notable reductions or exits. The firm significantly decreased its stake in the SPDR Select Sector SO AR (XLF) ETF by +3.48%, while also exiting from other small holdings entirely.

A particularly noteworthy sale occurred with respect to the holding in Visa Inc, which experienced a drastic -91.81% reduction, indicating a major divestment decision regarding this consumer cyclical stock.

Key Holdings and Their Evolution

The core of the portfolio remains heavily concentrated in broad-market exposure via the SPDR S&P 500 ETF Trust (SPY), which increased by +12.06% from prior period levels, maintaining its position as a cornerstone allocation.

Technology sector exposure through Apple Inc and the newly highlighted VANGUARD INDEX FDS (VUG) shows continued focus on high-growth areas.

The investor also maintains allocations in consumer cyclical stocks like Amazon, industrials via Boeing, and basic materials through Exxon Mobil.

Investment Insights from McAlister Sweet's Activity

The overall portfolio allocation as of June 30th, 2026, shows a significant portion invested in "Unknown" sectors (76.37%), primarily driven by large ETF holdings like SPY and FLHY.

For further details on McAlister Sweet & Associates Inc.'s investment profile or to explore specific stock positions mentioned above, you can visit their institutional page here.