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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IGM ISHARES TR 1,847.0 $302K 0.06% $163.58 -4.3%
62 WMT WALMART INC Consumer Defensive 2,538.0 $288K 0.06% $113.28 -6.0%
63 BA BOEING CO Industrials 1,324.0 $287K 0.06% $216.46 -2.8%
64 AWR AMER STATES WTR CO Utilities 3,463.0 $286K 0.06% $82.64 +10.2%
65 IUSG ISHARES TR 1,504.0 $283K 0.06% $188.09 +0.2%
66 VOD VODAFONE GROUP PLC Communication Services 20,912.0 $277K 0.06% $13.22 +20.8%
67 MDV MODIV INDUSTRIAL INC Real Estate 15,217.0 $265K 0.05% $17.40 +3.7%
68 PFE PFIZER INC Healthcare 10,851.0 $261K 0.05% $24.08 +16.2%
69 IWN ISHARES TR 1,152.0 $255K 0.05% $221.13 +1.3%
70 GSK GSK PLC Healthcare 4,832.0 $253K 0.05% $52.42 -1.2%
71 VTV VANGUARD INDEX FDS 1,141.0 $249K 0.05% $217.93 +4.0%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 5,651.0 $239K 0.05% $42.34 +18.4%
73 T AT&T INC Communication Services 11,134.0 $230K 0.05% $20.70 +24.1%
74 CVX CHEVRON CORPORATION Energy 1,329.0 $220K 0.04% $165.76 +22.5%
75 VB VANGUARD INDEX FDS 697.0 $211K 0.04% NEW $303.12 -0.1%
76 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,865.0 $211K 0.04% NEW $21.40 +1.1%
77 IWR ISHARES TR 1,883.0 $208K 0.04% NEW $110.31 +2.4%
78 RMBS RAMBUS INC DEL Technology 1,548.0 $205K 0.04% NEW $132.74 -34.4%
79 SMMT SUMMIT THERAPEUTICS INC Healthcare 12,777.0 $186K 0.04% $14.57 -12.6%
Page 4 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%