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Portfolio (Quarterly) Guide ↗

William Mack & Associates, Inc.

· CIK 0002096700
13F Portfolio $175M AUM 73 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 8 Added 52 Reduced 21 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FNDF SCHWAB STRATEGIC TR 178,654.0 $8.7M 5.00% +2K +0.9% $48.93 +11.0%
2 JPIE J P MORGAN EXCHANGE TRADED F 27,594.0 $1.3M 0.73% +651.0 +2.4% $46.07 -0.1%
3 DFSV DIMENSIONAL ETF TRUST 26,332.0 $923K 0.53% +19K +250.2% $35.04 +7.9%
4 CSRE COHEN & STEERS ETF TRUST 34,995.0 $920K 0.53% +23K +183.9% $26.28 +10.0%
5 NFLX NETFLIX INC. Communication Services 5,995.0 $576K 0.33% +1K +28.1% $96.15 -8.8%
6 SPYX SPDR SERIES TRUST 10,838.0 $575K 0.33% +204.0 +1.9% $53.03 +15.8%
7 EFAX SPDR INDEX SHS FDS 6,664.0 $332K 0.19% +2K +42.9% $49.77 +9.3%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 937.0 $317K 0.18% +93.0 +11.0% $337.95 +22.0%

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 51.4%
Communication Services 15.6%
Consumer Cyclical 12.0%
Financial Services 8.1%
Energy 4.4%
Consumer Defensive 4.2%
Healthcare 2.6%
Utilities 1.7%