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Portfolio (Quarterly) Guide ↗

Williams Financial, LLC

· CIK 0001846923
13F Portfolio $194M AUM 30 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 16 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 6,865.0 $2.0M 1.03% -1K -13.0% $289.36 +9.5%
2 CVS CVS HEALTH CORP Healthcare 6,895.0 $713K 0.37% -125.0 -1.8% $103.45 -9.2%
3 XOM EXXON MOBIL CORP Energy 4,240.0 $580K 0.30% -2K -27.7% $136.72 +17.7%
4 MSFT MICROSOFT CORP Technology 775.0 $289K 0.15% -83.0 -9.7% $373.11 +36.0%
5 SYY SYSCO CORP Consumer Defensive 2,963.0 $248K 0.13% -16.0 -0.5% $83.59 -3.0%
6 AMZN AMAZON COM INC Consumer Cyclical 1,028.0 $245K 0.13% -23.0 -2.2% $238.34 +9.0%

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 56.8%
Healthcare 14.2%
Energy 11.6%
Financial Services 7.6%
Consumer Cyclical 4.9%
Consumer Defensive 4.9%