Institutions / Blalock Williams, LLC
Blalock Williams, LLC
CIK 2092331 · Institution · as of Jun 30, 2026
Portfolio value
$154.25M
Positions
154
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$154.25M+23.5%Positions
154+14.1%Top holdings
Jun 30, 2026View all 154 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $12.47M | 8.1% |
| ELI LILLY & Co | $12.34M | 8.0% |
| iShares Tr | $4.93M | 3.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $4.83M | 3.1% |
| iShares Tr | $4.14M | 2.7% |
| Alphabet Inc. | $4.13M | 2.7% |
| NVIDIA Corp | $3.46M | 2.2% |
| Apple Inc. | $3.28M | 2.1% |
| iShares Inc | $2.99M | 1.9% |
| iShares Tr | $2.87M | 1.9% |
| Meta Platforms Inc | $2.78M | 1.8% |
| iShares Tr | $2.57M | 1.7% |
| iShares Tr | $2.54M | 1.6% |
| BlackRock ETF Trust | $2.42M | 1.6% |
| Arista Networks, Inc.ANET | $2.31M | 1.5% |
| Microsoft Corp | $2.23M | 1.4% |
| Alphabet Inc. | $2.12M | 1.4% |
| iShares MSCI UAE ETF | $2.01M | 1.3% |
| Amazon.com Inc | $1.99M | 1.3% |
| BlackRock ETF Trust | $1.84M | 1.2% |
| Schwab Charles Corp | $1.80M | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.68M | 1.1% |
| Warren E. Buffett | $1.67M | 1.1% |
| JPMORGAN CHASE & CO | $1.66M | 1.1% |
| iShares Tr | $1.65M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287200 | $6.92M | +9K +124.82% | 16,650 8.08% of portfolio | medium |
| Q2 2026 as of | Add | 464288885 | $2.33M | +19K +996.34% | 20,644 1.67% of portfolio | low |
| Q2 2026 as of | Trim | 464287101 | $-2.31M | -6K -64.66% | 3,452 0.82% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF | $-1.95M | -9K -83.60% | 1,746 0.25% of portfolio | low |
| Q2 2026 as of | New | 09290C855 | $1.84M | +36K | 36,459 1.19% of portfolio | low |
| Q2 2026 as of | New | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.68M | +46K | 45,907 1.09% of portfolio | low |
| Q2 2026 as of | Trim | 464288877 | $-1.61M | -21K -49.42% | 21,553 1.07% of portfolio | low |
| Q2 2026 as of | New | 09290C699 | $1.44M | +45K | 45,437 0.94% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 | $-1.39M | -17K -31.81% | 36,062 1.94% of portfolio | low |
| Q2 2026 as of | New | 922908769 | $1.27M | +3K | 3,422 0.82% of portfolio | low |