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Portfolio (Quarterly) Guide ↗

Blankinship & Foster, LLC

· CIK 0001708872
13F Portfolio $452M AUM 75 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 12 Added 22 Reduced 5 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MO ALTRIA GROUP INC Consumer Defensive 4,399.0 $290K 0.06% $65.99 +11.7%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 5,651.0 $284K 0.06% -150.0 -2.6% $50.20 -6.9%
63 IJJ ISHARES TR 2,123.0 $281K 0.06% $132.50 +3.7%
64 CVX CHEVRON CORPORATION Energy 1,329.0 $275K 0.06% $206.90 -5.2%
65 XLK SELECT SECTOR SPDR TR 2,038.0 $271K 0.06% $132.90 +30.4%
66 GSK GSK PLC Healthcare 4,832.0 $267K 0.06% $55.19 -8.9%
67 BA BOEING CO Industrials 1,324.0 $264K 0.06% -200.0 -13.1% $199.02 +8.0%
68 AWR AMER STATES WTR CO Utilities 3,463.0 $262K 0.06% $75.63 -0.2%
69 SMMT SUMMIT THERAPEUTICS INC Healthcare 12,777.0 $242K 0.05% $18.96 -15.5%
70 IUSG ISHARES TR 1,504.0 $233K 0.05% $155.11 +18.4%
71 VTV VANGUARD INDEX FDS 1,141.0 $224K 0.05% $196.20 +5.5%
72 IGM ISHARES TR 1,847.0 $219K 0.05% $118.51 +27.9%
73 IWN ISHARES TR 1,151.0 $218K 0.05% $189.57 +7.7%
74 MDV MODIV INDUSTRIAL INC Real Estate 15,217.0 $218K 0.05% $14.32 +26.7%
75 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,532.0 $208K 0.05% NEW $136.09 -8.8%
Page 4 of 4  ·  75 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 32.5%
Healthcare 18.1%
Communication Services 16.7%
Financial Services 13.0%
Consumer Defensive 5.3%
Energy 4.3%
Industrials 3.5%
Real Estate 3.2%
Consumer Cyclical 2.0%
Utilities 1.3%