bLong Financial, LLC

CIK

1943004

Location

Memphis, TN

Portfolio Value

Small $111,988,821

Diversification

Diversified

Filing Date

Global Rank

#5,101 / 8,232 ▲ 152

Top Industry

Semiconductors 32.0%

3Y Alpha vs SPY

+7.5%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.0%

SPY

+23.4%

Annualised alpha

+7.5%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.8%

−0.4 pts

Top 5

59.0%

−1.8 pts

Top 10

69.8%

−2.0 pts

HHI

1,213

Diversified−35

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	63.2%	$70,751,595	19
Healthcare	13.2%	$14,798,207	11
Communication Services	5.9%	$6,593,773	5
Financial Services	5.6%	$6,254,820	6
Industrials	4.2%	$4,713,732	11
Consumer Cyclical	2.4%	$2,656,339	4
Consumer Defensive	2.3%	$2,604,430	5
Energy	1.4%	$1,549,236	4
Utilities	1.2%	$1,317,666	3
Real Estate	0.7%	$749,023	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+513	23,952	$1,202,390
PFE	Pfizer Inc	+200	13,525	$379,782
IBM	International Business Machines Corp	+150	6,402	$1,551,780
GE	General Electric Co	+122	1,344	$381,386
TSLA	Tesla, Inc.	+20	3,666	$1,362,835
MSFT	Microsoft Corp	+15	10,732	$3,972,664
ZS	Zscaler, Inc.	+10	1,925	$270,058
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,438	165,853	$28,924,763
QBTS	D-Wave Quantum Inc.	−1,850	26,943	$388,787
RGTI	Rigetti Computing, Inc.	−1,500	12,900	$181,116
MAA	Mid America Apartment Communities Inc.	−941	2,167	$264,634
AAPL	Apple Inc.	−661	93,116	$23,631,909
VRT	Vertiv Holdings Co	−500	2,220	$556,287
CVX	Chevron Corp	−350	2,790	$577,251
AMZN	Amazon Com Inc	−300	2,652	$552,332
JNJ	Johnson & Johnson	−289	5,500	$1,344,420
AVGO	Broadcom Inc.	−250	8,908	$2,757,115
DELL	Dell Technologies Inc.	−250	7,680	$1,260,518
T	At&T Inc.	−250	15,114	$438,154
BRK-B	Berkshire Hathaway Inc	−200	4,297	$2,059,122
BMY	Bristol Myers Squibb Co	−200	14,542	$881,972
ABT	Abbott Laboratories	−200	6,961	$714,685
ORCL	Oracle Corp	−200	1,930	$283,922
AMD	Advanced Micro Devices Inc	−175	15,750	$3,204,022
ABBV	AbbVie Inc.	−150	4,307	$936,729
LUMN	Lumen Technologies, Inc.	−143	14,029	$97,501
MRK	Merck & Co., Inc.	−111	18,938	$2,278,052
LLY	ELI LILLY & Co	−110	6,903	$6,349,172
JPM	Jpmorgan Chase & Co	−100	7,325	$2,154,722
MS	Morgan Stanley	−100	8,359	$1,375,640
MO	Altria Group, Inc.	−100	8,579	$566,128
GOOGL	Alphabet Inc.	−80	6,930	$1,992,790
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	1,710	$258,688
GEV	GE Vernova Inc.	287	$250,522
WMB	Williams Companies, Inc.	3,261	$237,335
MU	Micron Technology Inc	700	$236,488
AZN	Astrazeneca PLC	1,138	$224,436
AEP	American Electric Power Co Inc	1,590	$208,417
VLO	Valero Energy Corp/Tx	815	$201,370
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	2,723	$484,013
UNH	Unitedhealth Group Inc	1,125	$371,373
SNOW	Snowflake Inc.	1,362	$298,768
IP	International Paper Co /New/	5,615	$221,174
APLD	Applied Digital Corp.	8,300	$203,516
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $111,988,821 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	165,853	-3,438	$28,924,763	−8.4%	25.83%
AAPL	Apple Inc. Technology	Reduced	93,116	-661	$23,631,909	−7.3%	21.10%
LLY	ELI LILLY & Co Healthcare	Reduced	6,903	-110	$6,349,172	−15.8%	5.67%
MSFT	Microsoft Corp Technology	Added	10,732	+15	$3,972,664	−23.4%	3.55%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,750	-175	$3,204,022	−6.1%	2.86%
META	Meta Platforms, Inc. Communication Services	Held	5,004	0	$2,862,938	−13.3%	2.56%
AVGO	Broadcom Inc. Technology	Reduced	8,908	-250	$2,757,115	−13.0%	2.46%
MRK	Merck & Co., Inc. Healthcare	Reduced	18,938	-111	$2,278,052	+13.6%	2.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,325	-100	$2,154,722	−9.9%	1.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,297	-200	$2,059,122	−8.9%	1.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,930	-80	$1,992,790	−9.2%	1.78%
IBM	International Business Machines Corp Technology	Added	6,402	+150	$1,551,780	−16.2%	1.39%
MS	Morgan Stanley Financial Services	Reduced	8,359	-100	$1,375,640	−8.4%	1.23%
CSCO	Cisco Systems, Inc. Technology	Held	17,640	0	$1,368,687	+0.7%	1.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,666	+20	$1,362,835	−16.9%	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	5,500	-289	$1,344,420	+12.2%	1.20%
DELL	Dell Technologies Inc. Technology	Reduced	7,680	-250	$1,260,518	+26.3%	1.13%
VZ	Verizon Communications Inc Communication Services	Added	23,952	+513	$1,202,390	+25.9%	1.07%
AMGN	Amgen Inc Healthcare	Held	3,050	0	$1,073,142	+7.5%	0.96%
WMT	Walmart Inc. Consumer Defensive	Held	7,797	0	$969,011	+11.6%	0.87%
ABBV	AbbVie Inc. Healthcare	Reduced	4,307	-150	$936,729	−8.0%	0.84%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,542	-200	$881,972	+10.9%	0.79%
ED	Consolidated Edison Inc Utilities	Held	7,775	0	$879,974	+14.0%	0.79%
CRM	Salesforce, Inc. Technology	Reduced	4,453	-50	$831,241	−30.3%	0.74%
GLW	Corning Inc /Ny Technology	Held	5,650	0	$768,230	+55.3%	0.69%
RTX	RTX Corp Industrials	Held	3,794	0	$731,862	+5.2%	0.65%
ABT	Abbott Laboratories Healthcare	Reduced	6,961	-200	$714,685	−20.3%	0.64%
HON	Honeywell International Inc Industrials	Reduced	2,630	-50	$594,458	+13.7%	0.53%
CVX	Chevron Corp Energy	Reduced	2,790	-350	$577,251	+20.6%	0.52%
MO	Altria Group, Inc. Consumer Defensive	Reduced	8,579	-100	$566,128	+13.1%	0.51%
VRT	Vertiv Holdings Co Industrials	Reduced	2,220	-500	$556,287	+26.2%	0.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,652	-300	$552,332	−18.9%	0.49%
COP	Conocophillips Energy	Held	4,040	0	$533,280	+41.0%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,616	0	$502,236	+1.7%	0.45%
FDX	Fedex Corp Industrials	Held	1,390	0	$495,090	+23.3%	0.44%
WELL	Welltower Inc. Real Estate	Held	2,450	0	$484,389	+6.5%	0.43%
BA	Boeing Co Industrials	Held	2,233	0	$444,433	−8.3%	0.40%
T	At&T Inc. Communication Services	Reduced	15,114	-250	$438,154	+14.8%	0.39%
WM	Waste Management Inc Industrials	Held	1,871	0	$429,937	+4.6%	0.38%
UI	Ubiquiti Inc. Technology	Held	500	0	$395,145	+42.8%	0.35%
QBTS	D-Wave Quantum Inc. Technology	Reduced	26,943	-1,850	$388,787	−48.4%	0.35%
KO	Coca Cola Co Consumer Defensive	Held	5,052	0	$384,204	+8.8%	0.34%
GE	General Electric Co Industrials	Added	1,344	+122	$381,386	+1.3%	0.34%
GMED	Globus Medical Inc Healthcare	Held	4,425	0	$381,258	−1.3%	0.34%
PFE	Pfizer Inc Healthcare	Added	13,525	+200	$379,782	+14.5%	0.34%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,264	-50	$351,576	+5.9%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,309	0	$333,511	+0.8%	0.30%
LMT	Lockheed Martin Corp Industrials	Reduced	505	-20	$305,216	+20.2%	0.27%
NSC	Norfolk Southern Corp Industrials	Held	1,000	0	$287,000	−0.6%	0.26%
ORCL	Oracle Corp Technology	Reduced	1,930	-200	$283,922	−31.6%	0.25%