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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 4,527.0 $619K 0.12% $136.72 +20.0%
42 INTC INTEL CORP Technology 4,383.0 $612K 0.12% NEW $139.62 -37.5%
43 AMZN AMAZON COM INC Consumer Cyclical 2,529.0 $603K 0.12% -1K -28.3% $238.34 +10.0%
44 SCHB SCHWAB STRATEGIC TR 20,581.0 $596K 0.12% $28.96 +1.9%
45 NVDA NVIDIA CORPORATION Technology 2,947.0 $590K 0.12% -860.0 -22.6% $200.09 +4.2%
46 IVV ISHARES TR 750.0 $561K 0.11% -205.0 -21.5% $748.41 +2.5%
47 VIG VANGUARD SPECIALIZED FUNDS 2,206.0 $522K 0.10% $236.64 +3.4%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 551.0 $515K 0.10% -100.0 -15.4% $935.55 +3.8%
49 IYK ISHARES TR 6,934.0 $504K 0.10% $72.66 +4.9%
50 KMI KINDER MORGAN INC DEL Energy 15,035.0 $481K 0.10% $31.97 -3.0%
51 STIP ISHARES TR 4,648.0 $475K 0.10% +48.0 +1.0% $102.16 -1.2%
52 IWM ISHARES TR 1,355.0 $407K 0.08% $300.45 -0.8%
53 EFAV ISHARES TR 4,544.0 $399K 0.08% +86.0 +1.9% $87.71 +7.8%
54 META META PLATFORMS INC Communication Services 683.0 $385K 0.08% $563.31 -0.8%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 1,301.0 $366K 0.07% $281.29 -17.9%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 2,010.0 $364K 0.07% $180.91 +5.8%
57 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,809.0 $359K 0.07% $61.76 -8.2%
58 VHT VANGUARD WORLD FD 1,091.0 $326K 0.07% -322.0 -22.8% $298.98 +9.5%
59 MO ALTRIA GROUP INC Consumer Defensive 4,399.0 $317K 0.06% $71.95 -4.8%
60 IJJ ISHARES TR 2,123.0 $314K 0.06% $147.73 +0.4%
Page 3 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%