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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 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWR ISHARES TR 2,426.0 $268K 0.17% +294.0 +13.8% $110.32 +1.8%
122 QQQ INVESCO QQQ TR Financial Services 362.0 $267K 0.17% $736.40 -2.7%
123 IWM ISHARES TR 875.0 $263K 0.17% +24.0 +2.8% $300.45 -1.6%
124 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,170.0 $262K 0.17% +92.0 +8.5% $223.95 +28.4%
125 VB VANGUARD INDEX FDS 862.0 $261K 0.17% -110.0 -11.3% $303.12 -0.8%
126 MS MORGAN STANLEY Financial Services 1,242.0 $260K 0.17% NEW $209.04 +2.7%
127 TMUS T-MOBILE US INC Communication Services 1,545.0 $259K 0.17% +10.0 +0.7% $167.73 +8.1%
128 MCK MCKESSON CORP Healthcare 336.0 $254K 0.17% -25.0 -6.9% $755.60 +18.2%
129 ITW ILLINOIS TOOL WKS INC Industrials 938.0 $254K 0.16% +117.0 +14.2% $270.47 +3.6%
130 EOG EOG RES INC Energy 1,952.0 $253K 0.16% NEW $129.73 +10.5%
131 EPP ISHARES INC 4,728.0 $252K 0.16% NEW $53.26 +8.4%
132 MUB ISHARES TR 2,331.0 $251K 0.16% +92.0 +4.1% $107.62 -2.2%
133 RTX RTX CORPORATION Industrials 1,321.0 $251K 0.16% +85.0 +6.9% $189.73 +11.6%
134 LMT LOCKHEED MARTIN CORP Industrials 490.0 $250K 0.16% -91.0 -15.7% $509.46 +10.7%
135 EWU ISHARES TR 5,402.0 $249K 0.16% NEW $46.14 +5.2%
136 SCHQ SCHWAB STRATEGIC TR 7,942.0 $249K 0.16% NEW $31.30 -3.6%
137 IBM INTERNATIONAL BUSINESS MACHS Technology 880.0 $247K 0.16% -41.0 -4.5% $281.21 -16.2%
138 RF REGIONS FINANCIAL CORP NEW Financial Services 8,115.0 $245K 0.16% $30.20 +0.4%
139 VOE VANGUARD INDEX FDS 1,229.0 $243K 0.16% $197.60 +5.2%
140 SPY STATE STR SPDR S&P 500 ETF T Financial Services 317.0 $237K 0.15% NEW $746.77 +3.0%
Page 7 of 8  ·  154 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%