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Portfolio (Quarterly) Guide ↗

BLALOCK WILLIAMS, LLC

· CIK 0002092331
13F Portfolio $154M AUM 154 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 68 Added 41 Reduced 16 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CTAS CINTAS CORP Industrials 1,204.0 $205K 0.13% -580.0 -32.5% $170.08 +20.0%
Page 3 of 3  ·  41 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 25.9%
Healthcare 22.5%
Financial Services 17.6%
Communication Services 10.1%
Industrials 8.3%
Consumer Defensive 6.1%
Consumer Cyclical 5.7%
Energy 1.3%
Utilities 1.3%
Basic Materials 1.0%