Bullock Wealth Management Group
Clone Performance
Aug 2026–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 1 quarter. Past performance does not predict future results.
Portfolio Concentration
440 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.2% | $47,000,977 |
| Industrials | 12.6% | $15,914,352 |
| Financial Services | 10.9% | $13,732,599 |
| Healthcare | 8.8% | $11,126,567 |
| Consumer Cyclical | 6.9% | $8,688,791 |
| Communication Services | 6.0% | $7,599,503 |
| Consumer Defensive | 4.6% | $5,846,460 |
| Energy | 3.8% | $4,735,557 |
| Unclassified | 3.0% | $3,763,531 |
| Utilities | 2.5% | $3,099,451 |
| Basic Materials | 2.4% | $3,009,379 |
| Real Estate | 1.3% | $1,674,488 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 60,824 | $12,170,274 | 9.64% | |
| MSFT |
Microsoft Corp
Technology
|
First | 10,819 | $4,035,703 | 3.20% | |
| AAPL |
Apple Inc.
Technology
|
First | 12,782 | $3,698,599 | 2.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 2,962 | $3,552,711 | 2.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 9,555 | $3,409,373 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 9,341 | $3,057,589 | 2.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 12,784 | $3,046,938 | 2.41% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,792 | $2,973,200 | 2.36% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 6,814 | $2,573,988 | 2.04% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 2,751 | $1,988,973 | 1.58% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 3,301 | $1,917,583 | 1.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 15,731 | $1,781,693 | 1.41% | |
| SYK |
Stryker Corp
Healthcare
|
First | 5,548 | $1,746,732 | 1.38% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
First | 4,645 | $1,533,407 | 1.22% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 4,239 | $1,445,583 | 1.15% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,541 | $1,441,559 | 1.14% | |
| AFL |
Aflac Inc
Financial Services
|
First | 12,120 | $1,421,070 | 1.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,440 | $1,374,427 | 1.09% | |
| FTNT |
Fortinet, Inc.
Technology
|
First | 8,615 | $1,323,436 | 1.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
PUT
+ SHARES
|
First | 1,765 | $1,299,746 | 1.03% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 7,263 | $1,233,838 | 0.98% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 10,419 | $1,223,815 | 0.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,632 | $1,218,728 | 0.97% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 5,494 | $1,211,372 | 0.96% | |
| CAH |
Cardinal Health Inc
Healthcare
|
First | 5,070 | $1,204,429 | 0.95% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 10,313 | $1,203,217 | 0.95% | |
| LIN |
Linde PLC
Basic Materials
|
First | 2,312 | $1,199,789 | 0.95% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 8,762 | $1,197,940 | 0.95% | |
| SNOW |
Snowflake Inc.
Technology
|
First | 4,706 | $1,197,677 | 0.95% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 16,621 | $1,186,739 | 0.94% | |
| INTC |
Intel Corp
Technology
|
First | 8,128 | $1,134,912 | 0.90% | |
| V |
Visa Inc.
Financial Services
|
First | 3,288 | $1,128,079 | 0.89% | |
| GE |
General Electric Co
Industrials
|
First | 2,822 | $1,054,666 | 0.84% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 3,887 | $1,050,694 | 0.83% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
First | 3,551 | $1,031,885 | 0.82% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 1,025 | $985,599 | 0.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 2,771 | $977,276 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
First | 5,771 | $956,600 | 0.76% | |
| ADI |
Analog Devices Inc
Technology
|
First | 2,319 | $921,037 | 0.73% | |
| GD |
General Dynamics Corp
Industrials
|
First | 2,582 | $914,647 | 0.72% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
First | 2,175 | $903,255 | 0.72% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
First | 1,679 | $855,131 | 0.68% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,910 | $827,660 | 0.66% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,866 | $805,947 | 0.64% | |
| MS |
Morgan Stanley
Financial Services
|
First | 3,788 | $791,843 | 0.63% | |
| RTX |
RTX Corp
Industrials
|
First | 4,117 | $781,118 | 0.62% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
First | 8,679 | $755,420 | 0.60% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 2,945 | $752,948 | 0.60% | |
| PH |
Parker-Hannifin Corp
Industrials
|
First | 742 | $725,765 | 0.58% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
First | 2,746 | $715,168 | 0.57% |
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.