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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 22,318.0 $2.8M 0.56% +17K +299.3% $124.17 -2.5%
22 VYM VANGUARD WHITEHALL FDS 17,170.0 $2.7M 0.55% $158.03 +4.5%
23 GOOGL ALPHABET INC Communication Services 7,010.0 $2.5M 0.51% -750.0 -9.7% $357.37 -2.6%
24 QCOM QUALCOMM INC Technology 12,777.0 $2.4M 0.48% -369.0 -2.8% $184.79 -14.2%
25 SCHE SCHWAB STRATEGIC TR 63,987.0 $2.3M 0.47% $36.26 +1.2%
26 IJH ISHARES TR 23,405.0 $1.8M 0.36% -2K -7.5% $77.11 -1.2%
27 IEMG ISHARES INC 19,839.0 $1.6M 0.33% $82.84 -2.8%
28 VXUS VANGUARD STAR FDS 17,843.0 $1.5M 0.31% -167.0 -0.9% $85.49 +2.0%
29 CAT CATERPILLAR INC Industrials 1,426.0 $1.5M 0.31% $1064.90 -23.8%
30 JNJ JOHNSON & JOHNSON Healthcare 4,650.0 $1.2M 0.24% $253.95 +7.5%
31 ABT ABBOTT LABORATORIES Healthcare 12,037.0 $1.1M 0.22% $90.74 +28.6%
32 PECO PHILLIPS EDISON & CO INC Real Estate 25,558.0 $1.1M 0.21% $41.62 -4.8%
33 MSFT MICROSOFT CORP Technology 2,778.0 $1.0M 0.21% -199.0 -6.7% $372.97 +30.7%
34 IVW ISHARES TR 7,051.0 $970K 0.20% -2K -23.5% $137.54 +0.2%
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 981.0 $947K 0.19% -416.0 -29.8% $965.00 -17.7%
36 SHYG ISHARES TR 21,940.0 $930K 0.19% +251.0 +1.2% $42.41 -0.4%
37 VTEB VANGUARD MUN BD FDS 16,400.0 $830K 0.17% +87.0 +0.5% $50.58 -2.1%
38 IVE ISHARES TR 3,219.0 $731K 0.15% -605.0 -15.8% $227.06 +4.7%
39 IWB ISHARES TR 1,610.0 $659K 0.13% -37.0 -2.2% $409.51 +2.2%
40 MU MICRON TECHNOLOGY INC Technology 554.0 $639K 0.13% NEW $1154.29 -21.1%
Page 2 of 4  ·  79 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%