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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 ACN ACCENTURE PLC IRELAND Technology 10,990.0 $2.2M 1.25% NEW $198.29 -11.6%
2 MU MICRON TECHNOLOGY INC Technology 675.0 $228K 0.13% NEW $337.95 +152.3%

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%