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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWR ISHARES TR 4,957.0 $547K 0.19% -139.0 -2.7% $110.31 -0.4%
2 IWV ISHARES TR 1,258.0 $536K 0.19% -80.0 -6.0% $426.47 +1.8%
3 VRTX VERTEX PHARMACEUTICALS INC Healthcare 630.0 $313K 0.11% -39.0 -5.8% $496.73 +3.8%
4 CSCO CISCO SYS INC Technology 2,649.0 $311K 0.11% -74.0 -2.7% $117.46 -4.5%
5 NFLX NETFLIX INC. Communication Services 3,920.0 $280K 0.10% -2K -34.6% $71.40 +8.4%

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%