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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 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYX SPDR SERIES TRUST 11,893.0 $727K 0.26% +1K +9.7% $61.10 +2.4%
42 QQQ INVESCO QQQ TR Financial Services 977.0 $719K 0.25% +490.0 +100.6% $736.29 -2.9%
43 DTE DTE ENERGY CO Utilities 4,615.0 $703K 0.25% +1K +34.8% $152.38 -13.0%
44 VWO VANGUARD INTL EQUITY INDEX F 10,727.0 $640K 0.23% +4K +59.8% $59.69 +1.1%
45 CGNG CAPITAL GROUP NEW GEOGRAPHY 16,907.0 $633K 0.22% +9K +114.5% $37.46 -1.3%
46 INTC INTEL CORP Technology 4,412.0 $616K 0.22% NEW $139.63 -26.3%
47 IXUS ISHARES TR 6,327.0 $604K 0.21% NEW $95.44 +1.9%
48 IWR ISHARES TR 4,957.0 $547K 0.19% -139.0 -2.7% $110.31 -0.4%
49 IWV ISHARES TR 1,258.0 $536K 0.19% -80.0 -6.0% $426.47 +1.8%
50 AVUS AMERICAN CENTY ETF TR 4,175.0 $535K 0.19% +543.0 +14.9% $128.08 +1.2%
51 SMMU PIMCO ETF TR 10,447.0 $528K 0.19% +6K +150.5% $50.50 -1.2%
52 PYLD PIMCO ETF TR 19,238.0 $510K 0.18% NEW $26.52 -2.8%
53 SFLR INNOVATOR ETFS TRUST 13,082.0 $505K 0.18% NEW $38.58 +0.8%
54 F FORD MTR CO Consumer Cyclical 33,874.0 $471K 0.17% +6K +20.6% $13.90 +0.5%
55 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 967.0 $462K 0.16% +30.0 +3.2% $477.57 -9.3%
56 SPGM SPDR INDEX SHS FDS 5,140.0 $440K 0.15% NEW $85.67 +2.0%
57 VB VANGUARD INDEX FDS 1,440.0 $436K 0.15% +241.0 +20.1% $303.12 -3.2%
58 BINC BLACKROCK ETF TRUST II 8,255.0 $432K 0.15% NEW $52.34 -2.0%
59 SYK STRYKER CORPORATION Healthcare 1,364.0 $429K 0.15% +12.0 +0.9% $314.84 -12.5%
60 SPSM SPDR SERIES TRUST 7,260.0 $419K 0.15% $57.67 -4.1%
Page 3 of 6  ·  108 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%