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Portfolio (Quarterly) Guide ↗

William Mack & Associates, Inc.

· CIK 0002096700
13F Portfolio $284M AUM 108 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 56 Added 5 Reduced 2 Exited
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 720.0 $418K 0.15% NEW $580.91 -11.2%
62 CAT CATERPILLAR INC Industrials 391.0 $416K 0.15% NEW $1063.88 -23.1%
63 EFAX SPDR INDEX SHS FDS 7,412.0 $401K 0.14% +748.0 +11.2% $54.12 +1.4%
64 DIS DISNEY WALT CO Communication Services 4,138.0 $398K 0.14% +534.0 +14.8% $96.24 +10.7%
65 UDEC INNOVATOR ETFS TRUST 9,223.0 $384K 0.14% $41.68 +2.4%
66 VONG VANGUARD SCOTTSDALE FDS 2,932.0 $375K 0.13% NEW $127.81 -1.5%
67 JNJ JOHNSON & JOHNSON Healthcare 1,468.0 $373K 0.13% NEW $254.00 +4.6%
68 HD HOME DEPOT INC Consumer Cyclical 1,033.0 $364K 0.13% +126.0 +13.9% $352.68 -12.5%
69 CGCB CAPITAL GRP FIXED INCM ETF T 13,782.0 $361K 0.13% +979.0 +7.7% $26.18 -2.8%
70 DTM DT MIDSTREAM INC Energy 2,327.0 $341K 0.12% +616.0 +36.0% $146.74 -12.2%
71 T AT&T INC Communication Services 16,040.0 $332K 0.12% +88.0 +0.6% $20.70 +25.8%
72 PANW PALO ALTO NETWORKS INC Technology 968.0 $330K 0.12% NEW $341.02 -3.0%
73 IJR ISHARES TR 2,187.0 $324K 0.11% NEW $148.31 -4.1%
74 AMAT APPLIED MATLS INC Technology 438.0 $317K 0.11% NEW $723.13 -36.9%
75 VRTX VERTEX PHARMACEUTICALS INC Healthcare 630.0 $313K 0.11% -39.0 -5.8% $496.73 +3.8%
76 CSCO CISCO SYS INC Technology 2,649.0 $311K 0.11% -74.0 -2.7% $117.46 -4.5%
77 V VISA INC Financial Services 898.0 $308K 0.11% NEW $343.17 +7.9%
78 AMGN AMGEN INC Healthcare 850.0 $308K 0.11% NEW $362.12 +4.2%
79 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 327.0 $306K 0.11% +71.0 +27.7% $935.01 -3.2%
80 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 431.0 $303K 0.11% NEW $703.34 -3.5%
Page 4 of 6  ·  108 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 49.6%
Consumer Cyclical 14.3%
Financial Services 12.3%
Communication Services 10.8%
Consumer Defensive 4.3%
Healthcare 4.0%
Energy 2.0%
Utilities 1.7%
Industrials 1.0%
Basic Materials 0.0%