Blankinship & Foster, LLC
Top Portfolio Positions
34 positions ·
$37,098,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
29,261 | $7,426,149 | 20.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,254 | $4,717,566 | 12.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,151 | $3,426,759 | 9.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
15,398 | $3,348,911 | 9.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,760 | $2,231,465 | 6.02% | |
| QCOM |
Qualcomm Inc/De
Technology
|
13,146 | $1,692,941 | 4.56% | |
| ABT |
Abbott Laboratories
Healthcare
|
12,047 | $1,236,865 | 3.33% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,650 | $1,136,646 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
2,977 | $1,101,996 | 2.97% | |
| CAT |
Caterpillar Inc
Industrials
|
1,426 | $1,010,263 | 2.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MDV
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,907 | 15,217 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $218,972 | 15,217 | Shares | Sole | 2026-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||