Portfolio (Quarterly) Guide ↗

Blankinship & Foster, LLC

· CIK 0001708872

13F Portfolio $495M AUM 79 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 9 Added 24 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLK	SELECT SECTOR SPDR TR	—	2,038	$271K	0.06%	SOLD
2	AWK	AMERICAN WTR WKS CO INC NEW	Utilities	1,532	$208K	0.05%	SOLD

Sector Allocation

Technology 34.1%

Healthcare 19.4%

Financial Services 15.2%

Communication Services 10.3%

Consumer Defensive 5.2%

Industrials 5.1%

Real Estate 4.4%

Energy 3.7%

Consumer Cyclical 1.7%

Utilities 0.8%