BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

bLong Financial, LLC

· CIK 0001943004
13F Portfolio $154M AUM 80 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 80 New
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TT TRANE TECHNOLOGIES PLC Industrials 570.0 $280K 0.18% NEW $491.16 -8.6%
62 INTC INTEL CORP Technology 1,956.0 $273K 0.18% NEW $139.63 -35.9%
63 SBUX STARBUCKS CORP Consumer Cyclical 2,667.0 $273K 0.18% NEW $102.19 +5.5%
64 UI UBIQUITI INC Technology 500.0 $267K 0.17% NEW $534.03 +12.2%
65 ZS ZSCALER INC Technology 1,853.0 $262K 0.17% NEW $141.15 +30.5%
66 LMT LOCKHEED MARTIN CORP Industrials 505.0 $257K 0.17% NEW $509.46 +10.7%
67 UNH UNITEDHEALTH GROUP INC Healthcare 617.0 $256K 0.17% NEW $415.63 -5.5%
68 RGTI RIGETTI COMPUTING INC Technology 12,900.0 $249K 0.16% NEW $19.32 -19.3%
69 WMB WILLIAMS COS INC Energy 3,261.0 $242K 0.16% NEW $74.34 -0.8%
70 ALL ALLSTATE CORP Financial Services 1,000.0 $238K 0.15% NEW $237.94 +9.5%
71 FHN FIRST HORIZON CORPORATION Financial Services 9,255.0 $237K 0.15% NEW $25.64 -3.9%
72 DUK DUKE ENERGY CORP NEW Utilities 1,751.0 $222K 0.14% NEW $126.58 -5.0%
73 TRV TRAVELERS COMPANIES INC Financial Services 670.0 $221K 0.14% NEW $330.12 +12.0%
74 AEP AMERICAN ELEC PWR CO INC Utilities 1,590.0 $218K 0.14% NEW $136.81 -10.6%
75 AZN ASTRAZENECA PLC Healthcare 1,138.0 $216K 0.14% NEW $189.62 -14.2%
76 ETN EATON CORP PLC Industrials 500.0 $213K 0.14% NEW $426.12 -5.5%
77 GILD GILEAD SCIENCES INC Healthcare 1,683.0 $213K 0.14% NEW $126.34 +15.3%
78 VLO VALERO ENERGY CORP Energy 815.0 $212K 0.14% NEW $260.44 +35.3%
79 QCOM QUALCOMM INC Technology 1,087.0 $201K 0.13% NEW $184.79 -11.1%
80 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,886.0 $107K 0.07% NEW $7.68 -21.4%
Page 4 of 4  ·  80 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 68.3%
Healthcare 12.8%
Communication Services 5.1%
Financial Services 3.6%
Industrials 3.3%
Consumer Cyclical 2.2%
Consumer Defensive 1.9%
Utilities 1.2%
Energy 1.0%
Real Estate 0.6%