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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
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRTX VERTEX PHARMACEUTICALS INC Healthcare 669.0 $299K 0.17% -13.0 -1.9% $446.54 -2.2%
42 GLD SPDR GOLD TR Financial Services 655.0 $282K 0.16% -105.0 -13.8% $430.29 -3.9%
43 QQQ INVESCO QQQ TR Financial Services 487.0 $281K 0.16% -202.0 -29.3% $577.18 +26.1%
44 EQT EQT CORP Energy 4,040.0 $257K 0.15% -80.0 -1.9% $63.64 -11.1%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 256.0 $255K 0.15% -4.0 -1.5% $994.70 +0.5%
46 CGNG CAPITAL GROUP NEW GEOGRAPHY 7,882.0 $249K 0.14% -4K -33.9% $31.57 +15.3%
47 EFA ISHARES TR 2,387.0 $232K 0.13% -30.0 -1.2% $97.14 +8.0%
48 DTM DT MIDSTREAM INC Energy 1,711.0 $230K 0.13% -624.0 -26.7% $134.67 +11.7%
49 MA MASTERCARD INCORPORATED Financial Services 450.0 $225K 0.13% -28.0 -5.9% $499.66 -1.3%
50 CSCO CISCO SYS INC Technology 2,723.0 $211K 0.12% -316.0 -10.4% $77.58 +51.5%
51 SMMU PIMCO ETF TR 4,170.0 $210K 0.12% -3K -45.1% $50.45 -0.1%
52 EEMX SPDR INDEX SHS FDS 4,684.0 $207K 0.12% -28.0 -0.6% $44.20 +20.6%
Page 3 of 3  ·  52 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 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%