McAlister, Sweet & Associates, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 160,568
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/2/2026 | 32 | 160,568 | 13F-HR | McAlister, Sweet & Associates, Inc. |
| Q4 2025 | 1/2/2026 | 25 | 131,707 | 13F-HR | McAlister, Sweet & Associates, Inc. |
| Q3 2025 | 10/2/2025 | 25 | 151,434 | 13F-HR | McAlister, Sweet & Associates, Inc. |
| Q2 2025 | 7/2/2025 | 28 | 112,685 | 13F-HR | McAlister, Sweet & Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.67 K | 36.5% | 0 | 67.31 K | -67.31 K |
| ETFs | 101.9 K | 63.5% | 96.17 K | 0 | 96.17 K |
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Fund Snapshot
Q1 2026
Latest filed
4/2/2026
Total value ($000)
160,568
Holdings
32
QoQ value change ($000)
28,861
(21.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.