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Portfolio (Quarterly) Guide ↗

BLALOCK WILLIAMS, LLC

· CIK 0002092331
13F Portfolio $114M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 133 New
Page 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEI ISHARES TR 2,912.0 $348K 0.30% NEW $119.51 -2.0%
82 T AT&T INC Communication Services 12,310.0 $348K 0.30% NEW $28.24 -11.7%
83 FISV FISERV INC Technology 2,611.0 $337K 0.29% NEW $128.93 -56.7%
84 IAU ISHARES GOLD TR Financial Services 4,587.0 $334K 0.29% NEW $72.77 +17.4%
85 NFLX NETFLIX INC Communication Services 275.0 $330K 0.29% NEW $1198.92 -92.6%
86 MCD MCDONALDS CORP Consumer Cyclical 1,081.0 $329K 0.29% NEW $303.89 -6.5%
87 CVX CHEVRON CORP NEW Energy 2,101.0 $326K 0.29% NEW $155.29 +23.0%
88 KMX CARMAX INC Consumer Cyclical 7,159.0 $321K 0.28% NEW $44.87 -13.3%
89 ADBE ADOBE INC Technology 907.0 $320K 0.28% NEW $352.75 -30.8%
90 BINC BLACKROCK ETF TRUST II 5,970.0 $318K 0.28% NEW $53.24 -2.0%
91 COF CAPITAL ONE FINL CORP Financial Services 1,456.0 $310K 0.27% NEW $212.58 -12.2%
92 LMT LOCKHEED MARTIN CORP Industrials 620.0 $310K 0.27% NEW $499.21 +4.7%
93 MBB ISHARES TR 3,137.0 $298K 0.26% NEW $95.15 -1.3%
94 GL GLOBE LIFE INC Financial Services 2,062.0 $295K 0.26% NEW $142.97 +9.5%
95 WMB WILLIAMS COS INC Energy 4,505.0 $285K 0.25% NEW $63.35 +22.9%
96 ABBV ABBVIE INC Healthcare 1,221.0 $283K 0.25% NEW $231.54 -7.3%
97 IYW ISHARES TR 1,438.0 $282K 0.25% NEW $195.86 +22.6%
98 GD GENERAL DYNAMICS CORP Industrials 814.0 $278K 0.24% NEW $341.00 -0.7%
99 NEE NEXTERA ENERGY INC Utilities 3,586.0 $271K 0.24% NEW $75.49 +18.8%
100 FERG FERGUSON ENTERPRISES INC Industrials 1,203.0 $270K 0.24% NEW $224.58 -0.4%
Page 5 of 7  ·  133 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 23.3%
Healthcare 20.9%
Financial Services 16.3%
Communication Services 13.4%
Industrials 8.5%
Consumer Cyclical 7.3%
Consumer Defensive 6.5%
Energy 1.6%
Utilities 1.6%
Basic Materials 0.7%