Blankinship & Foster, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.9% | $12,010,937 |
| Healthcare | 17.6% | $6,848,443 |
| Unclassified | 13.8% | $5,348,366 |
| Communication Services | 9.4% | $3,636,291 |
| Financial Services | 9.2% | $3,576,787 |
| Consumer Defensive | 4.7% | $1,841,796 |
| Industrials | 4.7% | $1,805,153 |
| Real Estate | 4.0% | $1,539,609 |
| Energy | 3.4% | $1,319,894 |
| Consumer Cyclical | 1.6% | $602,761 |
| Utilities | 0.7% | $286,147 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | +1 | 1,301 | $365,854 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −11,102 | 18,159 | $5,254,488 | |
| GOOGL | Alphabet Inc. | −9,510 | 7,010 | $2,505,163 | |
| AMZN | Amazon Com Inc | −1,000 | 2,529 | $602,761 | |
| NVDA | Nvidia Corp | −860 | 2,947 | $589,665 | |
| STX | Seagate Technology Holdings plc | −416 | 981 | $946,665 | |
| QCOM | Qualcomm Inc/De | −369 | 12,777 | $2,361,061 | |
| MSFT | Microsoft Corp | −199 | 2,778 | $1,036,249 | |
| COST | Costco Wholesale Corp /New | −100 | 551 | $515,443 | |
| SPY | Spdr S&P 500 ETF Trust | −92 | 7,162 | $5,348,366 | |
| T | At&T Inc. | −14 | 11,134 | $230,473 | |
| ABT | Abbott Laboratories | −10 | 12,037 | $1,092,237 | |
| BRK-B | Berkshire Hathaway Inc | −8 | 7,148 | $3,576,787 | |
| PFE | Pfizer Inc | −4 | 10,851 | $261,292 | |
| ABBV | AbbVie Inc. | −1 | 15,397 | $3,874,501 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,162 | $5,348,366 | 13.78% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,159 | $5,254,488 | 13.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 15,397 | $3,874,501 | 9.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,148 | $3,576,787 | 9.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,010 | $2,505,163 | 6.45% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 12,777 | $2,361,061 | 6.08% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,426 | $1,518,547 | 3.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 4,650 | $1,180,960 | 3.04% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 12,037 | $1,092,237 | 2.81% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Held | 25,558 | $1,063,723 | 2.74% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,778 | $1,036,249 | 2.67% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 981 | $946,665 | 2.44% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 554 | $639,476 | 1.65% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 4,527 | $618,931 | 1.59% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,383 | $611,998 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,529 | $602,761 | 1.55% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,947 | $589,665 | 1.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 551 | $515,443 | 1.33% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 15,035 | $480,668 | 1.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 683 | $384,727 | 0.99% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,301 | $365,854 | 0.94% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 2,010 | $363,629 | 0.94% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 5,809 | $358,763 | 0.92% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 4,399 | $316,508 | 0.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,538 | $287,453 | 0.74% | |
| BA |
Boeing Co
Industrials
|
Held | 1,324 | $286,606 | 0.74% | |
| AWR |
American States Water Co
Utilities
|
Held | 3,463 | $286,147 | 0.74% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Held | 20,912 | $276,665 | 0.71% | |
| MDV |
Modiv Industrial, Inc.
Real Estate
|
Held | 15,217 | $264,775 | 0.68% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 10,851 | $261,292 | 0.67% | |
| GSK |
GSK plc
Healthcare
|
Held | 4,832 | $253,293 | 0.65% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 5,651 | $239,263 | 0.62% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 11,134 | $230,473 | 0.59% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,329 | $220,295 | 0.57% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
NEW | 9,865 | $211,111 | 0.54% | |
| RMBS |
Rambus Inc
Technology
|
NEW | 1,548 | $205,481 | 0.53% | |
| SMMT |
Summit Therapeutics Inc.
Healthcare
|
Held | 12,777 | $186,160 | 0.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.