A&I FINANCIAL SERVICES, LLC
A&I FINANCIAL SERVICES, LLC reported 75 positions worth $229.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: EFA (18.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EFA | SH | $41.6M | 18.10% | 400,128 | — | — | |
| ▸ 2 | TSEL | SH | $36.1M | 15.74% | 1,222,883 | — | — | |
| ▸ 3 | BUSA | SH | $17.5M | 7.61% | 442,781 | — | — | |
| ▸ 4 | OAKM | SH | $16.9M | 7.35% | 598,911 | — | — | |
| ▸ 5 | DBMF | SH | $10.8M | 4.71% | 353,455 | — | — | |
| ▸ 6 | ASMF | SH | $10.6M | 4.63% | 413,339 | — | — | |
| ▸ 7 | ITOT | SH | $9.0M | 3.94% | 55,085 | — | — | |
| ▸ 8 | CGGR | SH | $6.7M | 2.93% | 142,651 | — | — | |
| ▸ 9 | CGUS | SH | $6.5M | 2.84% | 146,508 | — | — | |
| ▸ 10 | VEA | SH | $5.9M | 2.57% | 82,715 | — | — |
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Frequently Asked Questions
What stocks does A&I FINANCIAL SERVICES, LLC hold as of Q2 2026?
A&I FINANCIAL SERVICES, LLC reported 75 positions worth $229.6M in its Q2 2026 13F filing. Largest positions: EFA (18.1%), TSEL (15.7%), BUSA (7.6%), OAKM (7.3%) and DBMF (4.7%).
What did A&I FINANCIAL SERVICES, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did A&I FINANCIAL SERVICES, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.