bLong Financial, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 63.2% | $70,751,595 |
| Healthcare | 13.2% | $14,798,207 |
| Communication Services | 5.9% | $6,593,773 |
| Financial Services | 5.6% | $6,254,820 |
| Industrials | 4.2% | $4,713,732 |
| Consumer Cyclical | 2.4% | $2,656,339 |
| Consumer Defensive | 2.3% | $2,604,430 |
| Energy | 1.4% | $1,549,236 |
| Utilities | 1.2% | $1,317,666 |
| Real Estate | 0.7% | $749,023 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
19 positions ·
$70,751,595 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 165,853 | $28,924,763 | 40.88% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 93,116 | $23,631,909 | 33.40% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,732 | $3,972,664 | 5.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 15,750 | $3,204,022 | 4.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,908 | $2,757,115 | 3.90% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,402 | $1,551,780 | 2.19% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 17,640 | $1,368,687 | 1.93% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 7,680 | $1,260,518 | 1.78% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,453 | $831,241 | 1.17% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 5,650 | $768,230 | 1.09% | |
| UI |
Ubiquiti Inc.
Technology
|
Held | 500 | $395,145 | 0.56% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Reduced | 26,943 | $388,787 | 0.55% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,930 | $283,922 | 0.40% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 1,925 | $270,058 | 0.38% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,350 | $262,089 | 0.37% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
NEW | 1,710 | $258,688 | 0.37% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 700 | $236,488 | 0.33% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,587 | $204,373 | 0.29% | |
| RGTI |
Rigetti Computing, Inc.
Technology
|
Reduced | 12,900 | $181,116 | 0.26% |