William Mack & Associates, Inc.
Filing Date
Global Rank
#7,447
/ 8,605
▼ 82
· as of Mar 2026
Top Industry
Consumer Electronics
28.0%
3Y Alpha vs SPY
-6.1%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.5%
SPY
+24.4%
Annualised alpha
-6.1%
Max drawdown
−23.1%
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
31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.6%
−0.0 pts
Top 5
58.0%
−2.0 pts
Top 10
74.5%
+0.5 pts
HHI
1,070
Diversified−29
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.5% | $14,914,956 |
| Communication Services | 14.2% | $4,114,638 |
| Consumer Cyclical | 12.1% | $3,491,455 |
| Unclassified | 4.8% | $1,399,912 |
| Financial Services | 4.5% | $1,295,672 |
| Energy | 4.4% | $1,268,105 |
| Consumer Defensive | 4.2% | $1,228,741 |
| Healthcare | 2.6% | $742,988 |
| Utilities | 1.7% | $500,511 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −4,763 | 6,196 | $1,290,440 | |
| AAPL | Apple Inc. | −3,972 | 30,350 | $7,702,526 | |
| DIS | Walt Disney Co | −1,796 | 3,604 | $347,353 | |
| F | Ford Motor Co | −1,582 | 28,099 | $324,262 | |
| XOM | Exxon Mobil Corp | −1,276 | 2,446 | $414,988 | |
| DTE | Dte Energy Co | −1,208 | 3,423 | $500,511 | |
| JPM | Jpmorgan Chase & Co | −1,143 | 2,469 | $726,281 | |
| NVDA | Nvidia Corp | −823 | 4,614 | $804,681 | |
| MSFT | Microsoft Corp | −753 | 9,381 | $3,472,564 | |
| GOOGL | Alphabet Inc. | −694 | 6,460 | $1,857,637 | |
| DTM | DT Midstream, Inc. | −624 | 1,711 | $230,420 | |
| T | At&T Inc. | −372 | 15,952 | $462,448 | |
| CSCO | Cisco Systems, Inc. | −316 | 2,723 | $211,277 | |
| SYK | Stryker Corp | −231 | 1,352 | $444,253 | |
| TSLA | Tesla, Inc. | −215 | 4,246 | $1,578,450 | |
| BRK-B | Berkshire Hathaway Inc | −208 | 719 | $344,544 | |
| QQQ | Invesco Qqq Trust, Series 1 | −202 | 487 | $281,086 | |
| GLD | Spdr Gold Trust | −105 | 655 | $281,839 | |
| EQT | EQT Corp | −80 | 4,040 | $257,105 | |
| SPY | Spdr S&P 500 ETF Trust | −70 | 1,287 | $836,987 | |
| META | Meta Platforms, Inc. | −54 | 1,522 | $870,781 | |
| MA | Mastercard Inc | −28 | 450 | $224,847 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | −13 | 669 | $298,735 | |
| COST | Costco Wholesale Corp /New | −4 | 256 | $255,086 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPGI | S&P Global Inc. | 651 | $340,206 | |
| JNJ | Johnson & Johnson | 1,463 | $302,767 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 431 | $260,013 | |
| V | Visa Inc. | 720 | $252,511 | |
| ABBV | AbbVie Inc. | 1,054 | $240,828 | |
| KO | Coca Cola Co | 3,404 | $237,973 | |
| AMGN | Amgen Inc | 708 | $231,735 | |
| WMT | Walmart Inc. | 1,960 | $218,363 | |
| No positions match the current search. | ||||
31 positions ·
$28,956,978 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 30,350 | $7,702,526 | 26.60% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,381 | $3,472,564 | 11.99% | |
| ACN |
Accenture plc
Technology
|
NEW | 10,990 | $2,179,207 | 7.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,460 | $1,857,637 | 6.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,246 | $1,578,450 | 5.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,196 | $1,290,440 | 4.46% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Held | 5,078 | $973,655 | 3.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,522 | $870,781 | 3.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,287 | $836,987 | 2.89% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,614 | $804,681 | 2.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,469 | $726,281 | 2.51% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,995 | $576,419 | 1.99% | |
| DTE |
Dte Energy Co
Utilities
|
Reduced | 3,423 | $500,511 | 1.73% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 15,952 | $462,448 | 1.60% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,352 | $444,253 | 1.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 2,446 | $414,988 | 1.43% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,767 | $365,592 | 1.26% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 3,604 | $347,353 | 1.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 719 | $344,544 | 1.19% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 28,099 | $324,262 | 1.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 937 | $316,659 | 1.09% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 669 | $298,735 | 1.03% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 907 | $298,303 | 1.03% | |
| GLD |
Spdr Gold Trust
|
Reduced | 655 | $281,839 | 0.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 487 | $281,086 | 0.97% | |
| EQT |
EQT Corp
Energy
|
Reduced | 4,040 | $257,105 | 0.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 256 | $255,086 | 0.88% | |
| DTM |
DT Midstream, Inc.
Energy
|
Reduced | 1,711 | $230,420 | 0.80% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 675 | $228,042 | 0.79% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 450 | $224,847 | 0.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 2,723 | $211,277 | 0.73% |