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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IYW ISHARES TR 919.0 $232K 0.15% -441.0 -32.4% $252.23 -0.4%
142 LMUB ISHARES TR 4,491.0 $230K 0.15% NEW $51.22 -3.7%
143 UPS UNITED PARCEL SVCS INC Industrials 2,128.0 $229K 0.15% NEW $107.50 -2.0%
144 ACN ACCENTURE PLC IRELAND Technology 1,766.0 $220K 0.14% +448.0 +34.0% $124.44 +52.4%
145 LOW LOWES COS INC Consumer Cyclical 987.0 $218K 0.14% NEW $220.49 -5.6%
146 COF CAPITAL ONE FINL CORP Financial Services 1,084.0 $218K 0.14% -290.0 -21.1% $200.71 +7.5%
147 NFLX NETFLIX INC. Communication Services 3,021.0 $216K 0.14% +393.0 +14.9% $71.40 +14.5%
148 CFG CITIZENS FINL GROUP INC Financial Services 3,072.0 $215K 0.14% NEW $70.08 -0.5%
149 IAU ISHARES GOLD TR Financial Services 2,831.0 $214K 0.14% -3K -47.4% $75.51 +11.0%
150 ITOT ISHARES TR 1,299.0 $213K 0.14% NEW $164.27 +2.6%
151 T AT&T INC Communication Services 10,054.0 $208K 0.14% +1K +14.2% $20.70 +25.6%
152 CTAS CINTAS CORP Industrials 1,204.0 $205K 0.13% -580.0 -32.5% $170.08 +20.0%
153 BA BOEING CO Industrials 924.0 $200K 0.13% NEW $216.47 -3.1%
154 F FORD MTR CO Consumer Cyclical 13,590.0 $189K 0.12% NEW $13.90 -0.2%
Page 8 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%