bLong Financial, LLC

CIK

1943004

Location

Memphis, TN

Portfolio Value

Small $153,597,188

Diversification

Diversified

Filing Date

Global Rank

#7,347 / 8,827 ▲ 72 · as of Jun 2026

Top Industry

Semiconductors 35.8%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.1% of the book (60%+)

Turnover

Low turnover

24.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.3 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 56.4%; sector active share 33.6% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

82 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

24.7%

+3.1 pts

Top 5

60.1%

+1.4 pts

Top 10

72.4%

+2.3 pts

HHI

1,154

Diversified+197

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	65.9%	$101,210,382	22
Healthcare	11.6%	$17,888,816	12
Communication Services	5.8%	$8,921,193	6
Financial Services	4.4%	$6,700,103	7
Unclassified	3.7%	$5,744,818	5
Industrials	3.2%	$4,937,677	14
Consumer Cyclical	1.7%	$2,604,254	4
Consumer Defensive	1.6%	$2,432,522	5
Energy	1.0%	$1,543,511	4
Real Estate	0.5%	$819,230	2
Utilities	0.5%	$794,682	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
IDV	iShares International Select Dividend ETF	+4,531	69,277	$2,922,796
QBTS	D-Wave Quantum Inc.	+1,661	28,454	$471,482
RGTI	Rigetti Computing, Inc.	+1,250	14,150	$222,721
AAPL	Apple Inc.	+864	93,921	$31,277,571
MRK	Merck & Co., Inc.	+340	19,082	$2,772,805
NVDA	Nvidia Corp	+255	166,011	$37,913,592
AVGO	Broadcom Inc.	+135	9,004	$3,162,114
VRT	Vertiv Holdings Co	+130	2,350	$567,078
IBM	International Business Machines Corp	+125	6,597	$1,450,878
MS	Morgan Stanley	+125	8,384	$1,576,862
BRK-B	Berkshire Hathaway Inc	+100	4,207	$2,094,875
AMD	Advanced Micro Devices Inc	+100	15,810	$9,671,925
GLW	Corning Inc	+100	5,750	$884,120
MU	Micron Technology Inc	+75	775	$825,460
FDVV	Fidelity High Dividend ETF	+42	12,499	$759,064
ORCL	Oracle Corp	+10	1,940	$266,362
AMZN	Amazon Com Inc	+5	2,657	$661,991
GOOG	Alphabet Inc.	+1	4,081	$1,390,559
MSFT	Microsoft Corp	+1	10,718	$5,497,262
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
QQQM	Invesco Ltd.	−15,854	25,978	$0
LUMN	Lumen Technologies, Inc.	−1,500	12,386	$69,361
CRM	Salesforce, Inc.	−300	4,153	$953,404
PFE	Pfizer Inc	−174	13,553	$386,531
BA	Boeing Co	−101	1,909	$355,169
VLO	Valero Energy Corp	−100	715	$277,141
TRV	Travelers Companies, Inc.	−100	570	$203,210
ABBV	AbbVie Inc.	−100	4,207	$1,100,509
ZS	Zscaler, Inc.	−50	1,803	$359,554
HON	Honeywell International Inc	−25	1,289	$271,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
DVY	iShares Select Dividend ETF	7,783	$1,183,560
MRNA	Moderna, Inc.	2,047	$394,190
SPCX	Space Exploration Technologies Corp	2,178	$328,573
CRWD	CrowdStrike Holdings, Inc.	961	$254,424
EMR	Emerson Electric Co	1,300	$201,630
—		262,862	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,314	$290,499
DUK	Duke Energy CORP	1,751	$221,641
AEP	American Electric Power Co Inc	1,590	$217,527
AZN	Astrazeneca PLC	1,138	$215,787
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $153,597,188 total · filing declares 82 positions · $168,830,027 · as of Sep 30, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	166,011	+255	$37,913,592	+14.3%	24.68%
AAPL	Apple Inc. Technology	Added	93,921	+864	$31,277,571	+16.2%	20.36%
AMD	Advanced Micro Devices Inc Technology	Added	15,810	+100	$9,671,925	+6.0%	6.30%
LLY	ELI LILLY & Co Healthcare	Held	6,913	0	$7,998,894	−3.5%	5.21%
MSFT	Microsoft Corp Technology	Added	10,718	+1	$5,497,262	+37.5%	3.58%
DELL	Dell Technologies Inc. Technology	Held	7,680	0	$4,131,456	+24.7%	2.69%
META	Meta Platforms, Inc. Communication Services	Held	4,974	0	$3,607,045	+28.7%	2.35%
AVGO	Broadcom Inc. Technology	Added	9,004	+135	$3,162,114	−5.6%	2.06%
IDV	iShares International Select Dividend ETF	Added	69,277	+4,531	$2,922,796	+9.0%	1.90%
MRK	Merck & Co., Inc. Healthcare	Added	19,082	+340	$2,772,805	+15.1%	1.81%
GOOGL	Alphabet Inc. Communication Services	Held	6,950	0	$2,391,356	−3.7%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Held	7,225	0	$2,390,246	+1.1%	1.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,207	+100	$2,094,875	+1.9%	1.36%
CSCO	Cisco Systems, Inc. Technology	Held	17,515	0	$1,885,139	−8.4%	1.23%
MS	Morgan Stanley Financial Services	Added	8,384	+125	$1,576,862	−8.7%	1.03%
JNJ	Johnson & Johnson Healthcare	Held	5,720	0	$1,514,312	+4.2%	0.99%
IBM	International Business Machines Corp Technology	Added	6,597	+125	$1,450,878	−20.3%	0.94%
GOOG	Alphabet Inc. Communication Services	Added	4,081	+1	$1,390,559	−3.5%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,716	0	$1,318,473	−15.6%	0.86%
AMGN	Amgen Inc Healthcare	Held	3,050	0	$1,285,605	+16.4%	0.84%
DVY	iShares Select Dividend ETF	NEW	7,783	NEW	$1,183,560	NEW	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	4,207	-100	$1,100,509	+1.5%	0.72%
VZ	Verizon Communications Inc Communication Services	Held	23,852	0	$1,094,091	+8.3%	0.71%
CRM	Salesforce, Inc. Technology	Reduced	4,153	-300	$953,404	+36.7%	0.62%
BMY	Bristol Myers Squibb Co Healthcare	Held	15,052	0	$939,244	+8.3%	0.61%
GLW	Corning Inc Technology	Added	5,750	+100	$884,120	−38.7%	0.58%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	19,784	0	$879,398	+0.2%	0.57%
MU	Micron Technology Inc Technology	Added	775	+75	$825,460	+2.2%	0.54%
WMT	Walmart Inc. Consumer Defensive	Held	7,797	0	$810,264	−8.2%	0.53%
ED	Consolidated Edison Inc Utilities	Held	7,775	0	$794,682	−7.6%	0.52%
FDVV	Fidelity High Dividend ETF	Added	12,499	+42	$759,064	+1.1%	0.49%
RTX	RTX Corp Industrials	Held	3,794	0	$704,356	−2.2%	0.46%
ABT	Abbott Laboratories Healthcare	Held	6,961	0	$687,955	+8.9%	0.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,657	+5	$661,991	+4.7%	0.43%
MO	Altria Group, Inc. Consumer Defensive	Held	8,579	0	$577,709	−6.4%	0.38%
VRT	Vertiv Holdings Co Industrials	Added	2,350	+130	$567,078	−23.7%	0.37%
WELL	Welltower Inc. Real Estate	Held	2,450	0	$564,088	+1.4%	0.37%
CVX	Chevron Corp Energy	Held	2,640	0	$539,114	+23.2%	0.35%
COP	Conocophillips Energy	Held	4,040	0	$505,606	+20.4%	0.33%
ARM	Arm Holdings PLC Technology	Held	1,710	0	$495,318	−18.3%	0.32%
QBTS	D-Wave Quantum Inc. Technology	Added	28,454	+1,661	$471,482	−26.6%	0.31%
KO	Coca Cola Co Consumer Defensive	Held	5,052	0	$434,876	+5.9%	0.28%
GE	General Electric Co Industrials	Held	1,344	0	$419,717	−16.4%	0.27%
FDX	Fedex Corp Industrials	Held	1,390	0	$396,275	−9.0%	0.26%
MRNA	Moderna, Inc. Healthcare	NEW	2,047	NEW	$394,190	NEW	0.26%
SNOW	Snowflake Inc. Technology	Held	1,150	0	$390,494	+33.4%	0.25%
PFE	Pfizer Inc Healthcare	Reduced	13,553	-174	$386,531	+16.9%	0.25%
WM	Waste Management Inc Industrials	Held	1,871	0	$381,534	−8.5%	0.25%
TXN	Texas Instruments Inc Technology	Held	1,350	0	$378,121	−6.0%	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,616	0	$373,199	−14.6%	0.24%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.