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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 F FORD MTR CO Consumer Cyclical 33,874.0 $471K 0.17% +6K +20.6% $13.90 +0.5%
42 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 967.0 $462K 0.16% +30.0 +3.2% $477.57 -9.3%
43 VB VANGUARD INDEX FDS 1,440.0 $436K 0.15% +241.0 +20.1% $303.12 -3.2%
44 SYK STRYKER CORPORATION Healthcare 1,364.0 $429K 0.15% +12.0 +0.9% $314.84 -12.5%
45 EFAX SPDR INDEX SHS FDS 7,412.0 $401K 0.14% +748.0 +11.2% $54.12 +1.4%
46 DIS DISNEY WALT CO Communication Services 4,138.0 $398K 0.14% +534.0 +14.8% $96.24 +10.7%
47 HD HOME DEPOT INC Consumer Cyclical 1,033.0 $364K 0.13% +126.0 +13.9% $352.68 -12.5%
48 CGCB CAPITAL GRP FIXED INCM ETF T 13,782.0 $361K 0.13% +979.0 +7.7% $26.18 -2.8%
49 DTM DT MIDSTREAM INC Energy 2,327.0 $341K 0.12% +616.0 +36.0% $146.74 -12.2%
50 T AT&T INC Communication Services 16,040.0 $332K 0.12% +88.0 +0.6% $20.70 +25.8%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 327.0 $306K 0.11% +71.0 +27.7% $935.01 -3.2%
52 CVX CHEVRON CORPORATION Energy 1,780.0 $295K 0.10% +13.0 +0.7% $165.79 +29.1%
53 IWF ISHARES TR 2,260.0 $281K 0.10% +2K +300.0% $124.17 -1.5%
54 GLD SPDR GOLD TR Financial Services 760.0 $280K 0.10% +105.0 +16.0% $368.38 +8.2%
55 EEMX SPDR INDEX SHS FDS 4,931.0 $267K 0.09% +247.0 +5.3% $54.15 -1.1%
56 EQT EQT CORP Energy 4,120.0 $219K 0.08% +80.0 +2.0% $53.17 +1.7%
Page 3 of 3  ·  56 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%