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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 2,947.0 $590K 0.12% -860.0 -22.6% $200.09 +4.2%
22 IVV ISHARES TR 750.0 $561K 0.11% -205.0 -21.5% $748.41 +2.5%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 551.0 $515K 0.10% -100.0 -15.4% $935.55 +3.8%
24 VHT VANGUARD WORLD FD 1,091.0 $326K 0.07% -322.0 -22.8% $298.98 +9.5%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%