BLALOCK WILLIAMS, LLC

Holdings as of 2026-06-30, filed 2026-08-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 38 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
154
Value reported by manager
$154.3M
Sum of our stored positions
$154.3M
should match the line above
Disclosure lag
38 d
quarter end to filing
Top 5 concentration
25.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

154 largest shown
IssuerClassValueSharesTypeCUSIP
ISHARES TRCORE S&P500 ETF$12.5M16,650464287200
ELI LILLY & COCOM$12.3M10,290532457108
ISHARES TRS&P 500 GRWT ETF$4.9M35,835464287309
BLACKROCK ETF TRUSTISHARES US EQUIT$4.8M71,05809290C103
ISHARES TRS&P 500 VAL ETF$4.1M18,228464287408
ALPHABET INCCAP STK CL A$4.1M11,55602079K305
NVIDIA CORPORATIONCOM$3.5M17,30467066G104
APPLE INCCOM$3.3M11,335037833100
ISHARES INCCORE MSCI EMKT$3M36,06246434G103
ISHARES TRCORE US AGGBD ET$2.9M28,995464287226
META PLATFORMS INCCL A$2.8M4,94330303M102
ISHARES TREAFE GRWTH ETF$2.6M20,644464288885
ISHARES TRCORE UNIVRSL USD$2.5M55,06646434V613
BLACKROCK ETF TRUSTISHA I IN TE ETF$2.4M45,81009290C780
ARISTA NETWORKS INCCOM SHS$2.3M13,594040413205
MICROSOFT CORPCOM$2.2M5,968594918104
ALPHABET INCCAP STK CL C$2.1M6,00402079K107
ISHARES TRMSCI USA MMENTM$2M5,87746432F396
AMAZON COM INCCOM$2M8,348023135106
BLACKROCK ETF TRUSTISHA LA CORE ETF$1.8M36,45909290C855
SCHWAB CHARLES CORPCOM$1.8M19,526808513105
BLACKROCK ETF TRUSTISHA IN CTRY ETF$1.7M45,90709290C764
BERKSHIRE HATHAWAY INC DELCL B NEW$1.7M3,346084670702
JPMORGAN CHASE & COCOM$1.7M5,08446625H100
ISHARES TREAFE VALUE ETF$1.6M21,553464288877
VANGUARD BD INDEX FDSTOTAL BND MRKT$1.5M20,484921937835
BLACKROCK ETF TRUSTISHA US THEM ETF$1.5M34,04109290C806
BLACKROCK ETF TRUSTISHARES DEFENSE$1.4M45,43709290C699
KINSALE CAP GROUP INCCOM$1.3M3,95349714P108
BROADCOM INCCOM$1.3M3,44611135F101
MASTERCARD INCORPORATEDCL A$1.3M2,52257636Q104
VANGUARD INDEX FDSTOTAL STK MKT$1.3M3,422922908769
ISHARES TRS&P 100 ETF$1.3M3,452464287101
JOHNSON & JOHNSONCOM$1.3M4,964478160104
MEDPACE HLDGS INCCOM$1.2M2,23558506Q109
PROGRESSIVE CORPCOM$1.2M5,327743315103
CISCO SYS INCCOM$1.1M9,25317275R102
WALMART INCCOM$1.1M9,486931142103
HEICO CORP NEWCL A$1.1M4,093422806208
MICRON TECHNOLOGY INCCOM$1M884595112103
WATSCO INCCOM$971.8K2,332942622200
ADVANCED MICRO DEVICES INCCOM$948K1,632007903107
ISHARES TRISHS 1-5YR INVS$937.2K17,882464288646
VISA INCCOM CL A$927.7K2,70492826C839
AAON INCCOM PAR $0.004$891.8K7,030000360206
TESLA INCCOM$883.7K2,10188160R101
COSTCO WHOLESALE CORPORATIONCOM$877.5K93822160K105
PHILIP MORRIS INTL INCCOM$816K4,510718172109
ISHARES TRTRUST ISHARE 0-1$808.3K7,325464288679
KLA CORPCOM NEW$789K2,615482480100
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$786.6K1,647874039100
SOUTHERN COCOM$784.2K8,193842587107
SUNBELT RENTALS HOLDINGS INCSHS$781.1K10,441866966104
AMERICAN EXPRESS COCOM$769.5K2,275025816109
INSTALLED BLDG PRODS INCCOM$748.1K3,25545780R101
ISHARES INCMSCI EURZONE ETF$745.5K10,726464286608
SPDR SERIES TRUSTST SHO TREAS ETF$725.4K25,00578468R101
CATERPILLAR INCCOM$720.9K677149123101
SPDR SERIES TRUSTST INTER ETF$696.6K24,53778464A672
ISHARES INCMSCI JAPAN ETF$637.1K6,83146434G822
PROCTER & GAMBLE COCOM$627.8K4,281742718109
VERIZON COMMUNICATIONS INCCOM$618.1K14,59892343V104
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$613.7K636G7997R103
CITIGROUP INCCOM NEW$607.3K4,339172967424
UNION PAC CORPCOM$597.6K2,197907818108
HOME DEPOT INCCOM$589.3K1,671437076102
GILEAD SCIENCES INCCOM$588.9K4,661375558103
ISHARES TR10-20 YR TRS ETF$581.1K5,791464288653
ISHARES TR1 3 YR TREAS BD$564K6,869464287457
TWFG INCCOM CL A$551K22,91187318A101
BIO-TECHNE CORPCOM$531K7,51609073M104
EXXON MOBIL CORPCOM$505K3,69430231G102
INTEL CORPCOM$504.1K3,610458140100
ISHARES TRMBS ETF$502.9K5,321464288588
THERMO FISHER SCIENTIFIC INCCOM$501.9K1,001883556102
HAWKINS INCCOM$471.8K3,320420261109
ALTRIA GROUP INCCOM$471.6K6,55402209S103
BLACKROCK ETF TRUSTISHA SYST AL ETF$470.9K16,78909290C665
ISHARES TRMRGSTR MD CP GRW$462K4,700464288307
TJX COS INC NEWCOM$457.8K3,022872540109
APPLIED MATLS INCCOM$453.3K627038222105
ISHARES TRUS TREAS BD ETF$446.7K19,60946429B267
BANK OF AMER CORPCOM$442.6K7,767060505104
LAM RESEARCH CORPCOM NEW$436.4K1,007512807306
IDEXX LABS INCCOM$435.4K82745168D104
PEPSICO INCCOM$431.4K3,186713448108
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF$423.3K2,697922042742
ISHARES TRMSCI USA QLT FCT$383.1K1,74646432F339
UNITEDHEALTH GROUP INCCOM$382.8K92191324P102
COCA COLA COCOM$378.6K4,658191216100
ASML HLDG NVN Y REGISTRY SHS$376K189N07059210
GLOBE LIFE INCCOM$371.5K2,07937959E102
GE AEROSPACECOM NEW$366.3K980369604301
GOLDMAN SACHS GROUP INCCOM$358K35438141G104
ISHARES TR3 7 YR TREAS BD$348.9K2,971464288661
PALO ALTO NETWORKS INCCOM$342.4K1,004697435105
FERGUSON ENTERPRISES INCCOMMON STOCK NEW$339.6K1,43131488V107
BLACKROCK ETF TRUST IIISHA GLO USD ETF$339.3K6,746092528835
BUILDERS FIRSTSOURCE INCCOM$331.6K3,70612008R107
CHEVRON CORPORATIONCOM$331K1,997166764100
QUANTA SVCS INCCOM$326.9K45474762E102
VANGUARD INDEX FDSMCAP GR IDXVIP$326.8K1,067922908538
SANDISK CORPCOM$325.1K14380004C200
PNC FINL SVCS GROUP INCCOM$324K1,316693475105
WESTERN DIGITAL CORPCOM$322.6K505958102105
ISHARES INCMSCI CDA ETF$321.2K5,572464286509
COLGATE PALMOLIVE COCOM$315.3K3,439194162103
LINDE PLCSHS$311.4K600G54950103
MCDONALDS CORPCOM$310.3K1,148580135101
GENERAL DYNAMICS CORPCOM$302.2K853369550108
TRAVELERS COMPANIES INCCOM$300.1K90989417E109
ISHARES TR7-10 YR TRSY BD$293.1K3,099464287440
US BANCORPCOM NEW$282.7K4,680902973304
ABBVIE INCCOM$280.1K1,11300287Y109
BRISTOL-MYERS SQUIBB COCOM$279.6K4,853110122108
GE VERNOVA INCCOM$278.4K23736828A101
ISHARES TRUS AER DEF ETF$273.2K1,127464288760
WELLS FARGO & COCOM$271.7K3,288949746101
MERCK & CO INCCOM$270.6K2,10658933Y105
TRANE TECHNOLOGIES PLCSHS$268.2K546G8994E103
ISHARES TRRUS MID CAP ETF$267.6K2,426464287499
INVESCO QQQ TRUNIT SER 1$266.6K36246090E103
ISHARES TRRUSSELL 2000 ETF$262.9K875464287655
AUTOMATIC DATA PROCESSING INCOM$262K1,170053015103
VANGUARD INDEX FDSSMALL CP ETF$261.3K862922908751
MORGAN STANLEYCOM NEW$259.6K1,242617446448
T-MOBILE US INCCOM$259.1K1,545872590104
MCKESSON CORPCOM$253.9K33658155Q103
ILLINOIS TOOL WKS INCCOM$253.7K938452308109
EOG RES INCCOM$253.2K1,95226875P101
ISHARES INCMSCI PAC JP ETF$251.8K4,728464286665
ISHARES TRNATIONAL MUN ETF$250.9K2,331464288414
RTX CORPORATIONCOM$250.6K1,32175513E101
LOCKHEED MARTIN CORPCOM$249.6K490539830109
ISHARES TRMSCI UK ETF NEW$249.2K5,40246435G334
SCHWAB STRATEGIC TRLONG TERM US$248.6K7,942808524680
INTERNATIONAL BUSINESS MACHSCOM$247.5K880459200101
REGIONS FINANCIAL CORP NEWCOM$245.1K8,1157591EP100
VANGUARD INDEX FDSMCAP VL IDXVIP$242.9K1,229922908512
STATE STR SPDR S&P 500 ETF TTR UNIT$236.7K31778462F103
ISHARES TRU.S. TECH ETF$231.8K919464287721
ISHARES TRLONG TERM MUNI$230K4,49146438G448
UNITED PARCEL SVCS INCCL B$228.8K2,128911312106
ACCENTURE PLC IRELANDSHS CLASS A$219.8K1,766G1151C101
LOWES COS INCCOM$217.6K987548661107
CAPITAL ONE FINL CORPCOM$217.6K1,08414040H105
NETFLIX INC.COM$215.7K3,02164110L106
CITIZENS FINL GROUP INCCOM$215.3K3,072174610105
ISHARES GOLD TRISHARES NEW$213.8K2,831464285204
ISHARES TRCORE S&P TTL STK$213.4K1,299464287150
AT&T INCCOM$208.1K10,05400206R102
CINTAS CORPCOM$204.8K1,204172908105
BOEING COCOM$200K924097023105
FORD MTR COCOM$188.9K13,590345370860
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-07

BLALOCK WILLIAMS, LLC — 154 positions reported for 2026Q2 — Tapewire