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Portfolio (Quarterly) Guide ↗

BLALOCK WILLIAMS, LLC

· CIK 0002092331
13F Portfolio $125M AUM 135 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 66 Added 47 Reduced 11 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 1,217.0 $237K 0.19% -121.0 -9.0% $194.91 -2.6%
42 HCA HCA HEALTHCARE INC Healthcare 502.0 $234K 0.19% -100.0 -16.6% $466.86 -15.9%
43 QQQ INVESCO QQQ TR Financial Services 362.0 $222K 0.18% -48.0 -11.7% $614.31 +16.3%
44 RF REGIONS FINANCIAL CORP NEW Financial Services 8,103.0 $220K 0.18% -249.0 -3.0% $27.10 +1.6%
45 T AT&T INC Communication Services 8,801.0 $219K 0.17% -4K -28.5% $24.84 +0.4%
46 VOE VANGUARD INDEX FDS 1,230.0 $218K 0.17% -177.0 -12.6% $177.37 +8.6%
47 EFG ISHARES TR 1,883.0 $215K 0.17% -3K -58.4% $113.92 +6.6%
Page 3 of 3  ·  47 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
Healthcare 24.5%
Technology 21.1%
Financial Services 16.1%
Communication Services 13.9%
Industrials 8.6%
Consumer Defensive 6.3%
Consumer Cyclical 6.0%
Utilities 1.3%
Basic Materials 1.2%
Energy 1.0%