bLong Financial, LLC

CIK

1943004

Location

Memphis, TN

Portfolio Value

Small $135,103,247

Diversification

Diversified

Filing Date

Global Rank

#5,429 / 8,645 ▲ 283

Top Industry

Semiconductors 35.5%

Period ended 52 days ago

Filed Jul 21, 2026 · 31d

7 quarters · since Dec 2024

Clone Performance

Jul 2026–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+1.4%

SPY

+3.2%

Annualised alpha

—

Max drawdown

−2.4%

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 7 quarters. Past performance does not predict future results.

Portfolio Concentration

75 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.5%

−1.0 pts

Top 5

60.3%

+1.9 pts

Top 10

71.0%

+0.9 pts

HHI

1,137

Diversified−55

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	66.8%	$90,185,571	21
Healthcare	12.7%	$17,204,956	12
Financial Services	5.1%	$6,842,939	6
Communication Services	5.0%	$6,714,921	5
Industrials	3.9%	$5,239,197	13
Consumer Cyclical	2.1%	$2,904,386	4
Consumer Defensive	1.9%	$2,542,519	5
Energy	1.0%	$1,312,284	4
Utilities	1.0%	$1,299,316	3
Real Estate	0.6%	$857,158	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	+510	15,052	$867,296
JNJ	Johnson & Johnson	+220	5,720	$1,452,708
PFE	Pfizer Inc	+202	13,727	$330,546
IBM	International Business Machines Corp	+70	6,472	$1,819,991
TSLA	Tesla, Inc.	+50	3,716	$1,562,949
LLY	ELI LILLY & Co	+10	6,913	$8,291,660
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,060	6,950	$2,483,721
HON	Honeywell International Inc	−1,316	1,314	$294,204
FHN	First Horizon Corp	−1,000	9,255	$237,298
QCOM	Qualcomm Inc/De	−500	1,087	$200,866
BA	Boeing Co	−223	2,010	$435,104
MRK	Merck & Co., Inc.	−196	18,742	$2,408,347
BRK-B	Berkshire Hathaway Inc	−190	4,107	$2,055,101
CVX	Chevron Corp	−150	2,640	$437,606
QBTS	D-Wave Quantum Inc.	−150	26,793	$642,764
LUMN	Lumen Technologies, Inc.	−143	13,886	$106,644
CSCO	Cisco Systems, Inc.	−125	17,515	$2,057,311
JPM	Jpmorgan Chase & Co	−100	7,225	$2,364,959
TRV	Travelers Companies, Inc.	−100	670	$221,180
VZ	Verizon Communications Inc	−100	23,852	$1,009,893
PEP	Pepsico Inc	−100	2,164	$293,005
MS	Morgan Stanley	−100	8,259	$1,726,461
NVDA	Nvidia Corp	−97	165,756	$33,166,118
ZS	Zscaler, Inc.	−72	1,853	$261,550
AAPL	Apple Inc.	−59	93,057	$26,926,973
AMD	Advanced Micro Devices Inc	−40	15,710	$9,126,096
AVGO	Broadcom Inc.	−39	8,869	$3,350,264
META	Meta Platforms, Inc.	−30	4,974	$2,801,804
MSFT	Microsoft Corp	−15	10,717	$3,997,655
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SNOW	Snowflake Inc.	1,150	$292,675
HONA	Honeywell Aerospace Inc.	1,314	$290,131
INTC	Intel Corp	1,956	$273,116
UNH	Unitedhealth Group Inc	617	$256,443
ETN	Eaton Corp plc	500	$213,060
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $135,103,247 total · as of Jun 30, 2026

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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	165,756	-97	$33,166,118	+14.7%	24.55%
AAPL	Apple Inc. Technology	Reduced	93,057	-59	$26,926,973	+13.9%	19.93%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,710	-40	$9,126,096	+184.8%	6.75%
LLY	ELI LILLY & Co Healthcare	Added	6,913	+10	$8,291,660	+30.6%	6.14%
MSFT	Microsoft Corp Technology	Reduced	10,717	-15	$3,997,655	+0.6%	2.96%
AVGO	Broadcom Inc. Technology	Reduced	8,869	-39	$3,350,264	+21.5%	2.48%
DELL	Dell Technologies Inc. Technology	Held	7,680	0	$3,313,612	+162.9%	2.45%
META	Meta Platforms, Inc. Communication Services	Reduced	4,974	-30	$2,801,804	−2.1%	2.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,950	-4,060	$2,483,721	−21.5%	1.84%
MRK	Merck & Co., Inc. Healthcare	Reduced	18,742	-196	$2,408,347	+5.7%	1.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,225	-100	$2,364,959	+9.8%	1.75%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,515	-125	$2,057,311	+50.3%	1.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,107	-190	$2,055,101	−0.2%	1.52%
IBM	International Business Machines Corp Technology	Added	6,472	+70	$1,819,991	+17.3%	1.35%
MS	Morgan Stanley Financial Services	Reduced	8,259	-100	$1,726,461	+25.5%	1.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,716	+50	$1,562,949	+14.7%	1.16%
JNJ	Johnson & Johnson Healthcare	Added	5,720	+220	$1,452,708	+8.1%	1.08%
GLW	Corning Inc /Ny Technology	Held	5,650	0	$1,443,179	+87.9%	1.07%
AMGN	Amgen Inc Healthcare	Held	3,050	0	$1,104,466	+2.9%	0.82%
ABBV	AbbVie Inc. Healthcare	Held	4,307	0	$1,083,813	+15.7%	0.80%
VZ	Verizon Communications Inc Communication Services	Reduced	23,852	-100	$1,009,893	−16.0%	0.75%
WMT	Walmart Inc. Consumer Defensive	Held	7,797	0	$883,088	−8.9%	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Added	15,052	+510	$867,296	−1.7%	0.64%
ED	Consolidated Edison Inc Utilities	Held	7,775	0	$860,148	−2.3%	0.64%
MU	Micron Technology Inc Technology	Held	700	0	$808,003	+241.7%	0.60%
VRT	Vertiv Holdings Co Industrials	Held	2,220	0	$743,300	+33.6%	0.55%
RTX	RTX Corp Industrials	Held	3,794	0	$719,835	−1.6%	0.53%
CRM	Salesforce, Inc. Technology	Held	4,453	0	$697,606	−16.1%	0.52%
QBTS	D-Wave Quantum Inc. Technology	Reduced	26,793	-150	$642,764	+65.3%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,652	0	$632,077	+14.4%	0.47%
ABT	Abbott Laboratories Healthcare	Held	6,961	0	$631,641	−11.6%	0.47%
MO	Altria Group, Inc. Consumer Defensive	Held	8,579	0	$617,259	+9.0%	0.46%
ARM	Arm Holdings PLC /Uk Technology	Held	1,710	0	$606,314	+134.4%	0.45%
WELL	Welltower Inc. Real Estate	Held	2,450	0	$556,076	+14.8%	0.41%
GE	General Electric Co Industrials	Held	1,344	0	$502,293	+31.7%	0.37%
CVX	Chevron Corp Energy	Reduced	2,640	-150	$437,606	−24.2%	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,616	0	$436,820	−13.0%	0.32%
FDX	Fedex Corp Industrials	Held	1,390	0	$435,250	−12.1%	0.32%
BA	Boeing Co Industrials	Reduced	2,010	-223	$435,104	−2.1%	0.32%
COP	Conocophillips Energy	Held	4,040	0	$419,998	−21.2%	0.31%
WM	Waste Management Inc Industrials	Held	1,871	0	$417,008	−3.0%	0.31%
KO	Coca Cola Co Consumer Defensive	Held	5,052	0	$410,576	+6.9%	0.30%
TXN	Texas Instruments Inc Technology	Held	1,350	0	$402,394	+53.5%	0.30%
GMED	Globus Medical Inc Healthcare	Held	4,425	0	$349,619	−8.3%	0.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,309	0	$338,591	+1.5%	0.25%
GEV	GE Vernova Inc. Industrials	Held	287	0	$337,184	+34.6%	0.25%
PFE	Pfizer Inc Healthcare	Added	13,727	+202	$330,546	−13.0%	0.24%
NSC	Norfolk Southern Corp Industrials	Held	1,000	0	$314,590	+9.6%	0.23%
T	At&T Inc. Communication Services	Held	15,114	0	$312,859	−28.6%	0.23%
MAA	Mid America Apartment Communities Inc. Real Estate	Held	2,167	0	$301,082	+13.8%	0.22%

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.