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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 3,804.0 $1.4M 0.50% NEW $370.06 +1.7%
2 SCHX SCHWAB STRATEGIC TR 32,053.0 $943K 0.33% NEW $29.43 +2.3%
3 CCEF CALAMOS ETF TR 26,197.0 $784K 0.28% NEW $29.93 -1.4%
4 INTC INTEL CORP Technology 4,412.0 $616K 0.22% NEW $139.63 -26.3%
5 IXUS ISHARES TR 6,327.0 $604K 0.21% NEW $95.44 +1.9%
6 PYLD PIMCO ETF TR 19,238.0 $510K 0.18% NEW $26.52 -2.8%
7 SFLR INNOVATOR ETFS TRUST 13,082.0 $505K 0.18% NEW $38.58 +0.8%
8 SPGM SPDR INDEX SHS FDS 5,140.0 $440K 0.15% NEW $85.67 +2.0%
9 BINC BLACKROCK ETF TRUST II 8,255.0 $432K 0.15% NEW $52.34 -2.0%
10 AMD ADVANCED MICRO DEVICES INC Technology 720.0 $418K 0.15% NEW $580.91 -11.2%
11 CAT CATERPILLAR INC Industrials 391.0 $416K 0.15% NEW $1063.88 -23.1%
12 VONG VANGUARD SCOTTSDALE FDS 2,932.0 $375K 0.13% NEW $127.81 -1.5%
13 JNJ JOHNSON & JOHNSON Healthcare 1,468.0 $373K 0.13% NEW $254.00 +4.6%
14 PANW PALO ALTO NETWORKS INC Technology 968.0 $330K 0.12% NEW $341.02 -3.0%
15 IJR ISHARES TR 2,187.0 $324K 0.11% NEW $148.31 -4.1%
16 AMAT APPLIED MATLS INC Technology 438.0 $317K 0.11% NEW $723.13 -36.9%
17 V VISA INC Financial Services 898.0 $308K 0.11% NEW $343.17 +7.9%
18 AMGN AMGEN INC Healthcare 850.0 $308K 0.11% NEW $362.12 +4.2%
19 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 431.0 $303K 0.11% NEW $703.34 -3.5%
20 ACWI ISHARES TR 1,894.0 $297K 0.10% NEW $156.97 +2.1%
Page 1 of 2  ·  37 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%