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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALL ALLSTATE CORP Financial Services 956.0 $227K 0.08% NEW $237.94 +6.6%
102 XLG INVESCO EXCHANGE TRADED FD T 3,706.0 $227K 0.08% NEW $61.22 +2.7%
103 IJUN INNOVATOR ETFS TRUST 7,046.0 $220K 0.08% $31.18 +2.0%
104 PJUL INNOVATOR ETFS TRUST 4,500.0 $220K 0.08% $48.81 +1.7%
105 EQT EQT CORP Energy 4,120.0 $219K 0.08% +80.0 +2.0% $53.17 +1.7%
106 PDEC INNOVATOR ETFS TRUST 4,416.0 $203K 0.07% NEW $45.89 +2.4%
107 IBM INTERNATIONAL BUSINESS MACHS Technology 719.0 $202K 0.07% NEW $281.37 -13.5%
108 USAU U S GOLD CORP Basic Materials 90,000.0 NEW
Page 6 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%