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bLong Financial, LLC Portfolio
$168.8M across 82 positions as of 2026-09-30, with 70% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $37.9M | 22.5% | 166,011 |
| AAPLApple Inc | $31.3M | 18.5% | 93,921 |
| AMDAdvanced Micro Devices Inc | $9.7M | 5.7% | 15,810 |
| LLYEli Lilly and Co | $8M | 4.7% | 6,913 |
| QQQMInvesco NASDAQ 100 ETF | $7.9M | 4.7% | 25,978 |
| TIDAL TRUST I | $7.3M | 4.3% | 262,862 |
| MSFTMicrosoft Corp | $5.5M | 3.3% | 10,718 |
| DELLDell Technologies Inc | $4.1M | 2.4% | 7,680 |
| METAMeta Platforms Inc | $3.6M | 2.1% | 4,974 |
| AVGOBroadcom Inc | $3.2M | 1.9% | 9,004 |
| IDViShares International Select Dividend ETF | $2.9M | 1.7% | 69,277 |
| MRKMerck & Co Inc | $2.8M | 1.6% | 19,082 |
| GOOGLAlphabet Inc | $2.4M | 1.4% | 6,950 |
| JPMJPMorgan Chase & Co | $2.4M | 1.4% | 7,225 |
| BRK.BBerkshire Hathaway Inc | $2.1M | 1.2% | 4,207 |
| CSCOCisco Systems Inc | $1.9M | 1.1% | 17,515 |
| MSMorgan Stanley | $1.6M | 0.9% | 8,384 |
| JNJJohnson & Johnson | $1.5M | 0.9% | 5,720 |
| IBMInternational Business Machines Corp | $1.5M | 0.9% | 6,597 |
| GOOGAlphabet Inc | $1.4M | 0.8% | 4,081 |
| TSLATesla Inc | $1.3M | 0.8% | 3,716 |
| AMGNAmgen Inc | $1.3M | 0.8% | 3,050 |
| DVYISHARES TR | $1.2M | 0.7% | 7,783 |
| ABBVAbbVie Inc | $1.1M | 0.7% | 4,207 |
| VZVerizon Communications Inc | $1.1M | 0.6% | 23,852 |
| CRMSalesforce Inc | $953.4K | 0.6% | 4,153 |
| BMYBristol-Myers Squibb Co | $939.2K | 0.6% | 15,052 |
| GLWCorning Inc | $884.1K | 0.5% | 5,750 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $879.4K | 0.5% | 19,784 |
| MUMicron Technology Inc | $825.5K | 0.5% | 775 |
| WMTWalmart Inc | $810.3K | 0.5% | 7,797 |
| EDConsolidated Edison Inc | $794.7K | 0.5% | 7,775 |
| FIDELITY COVINGTON TRUST | $759.1K | 0.4% | 12,499 |
| RTXRTX Corp | $704.4K | 0.4% | 3,794 |
| ABTAbbott Laboratories | $688K | 0.4% | 6,961 |
| AMZNAmazon.com Inc | $662K | 0.4% | 2,657 |
| MOAltria Group Inc | $577.7K | 0.3% | 8,579 |
| VRTVertiv Holdings Co | $567.1K | 0.3% | 2,350 |
| WELLWelltower Inc | $564.1K | 0.3% | 2,450 |
| CVXChevron Corp | $539.1K | 0.3% | 2,640 |
| COPConocoPhillips | $505.6K | 0.3% | 4,040 |
| ARMArm Holdings PLC | $495.3K | 0.3% | 1,710 |
| D-WAVE QUANTUM INC | $471.5K | 0.3% | 28,454 |
| KOCoca-Cola Co | $434.9K | 0.3% | 5,052 |
| GEGeneral Electric Co | $419.7K | 0.2% | 1,344 |
| FDXFedEx Corp | $396.3K | 0.2% | 1,390 |
| MRNAModerna Inc | $394.2K | 0.2% | 2,047 |
| SNOWSnowflake Inc | $390.5K | 0.2% | 1,150 |
| PFEPfizer Inc | $386.5K | 0.2% | 13,553 |
| WMWaste Management Inc | $381.5K | 0.2% | 1,871 |
| TXNTexas Instruments Inc | $378.1K | 0.2% | 1,350 |
| MCDMcDonald's Corp | $373.2K | 0.2% | 1,616 |
| TAT&T Inc | $368.8K | 0.2% | 15,114 |
| ZSZscaler Inc | $359.6K | 0.2% | 1,803 |
| BABoeing Co | $355.2K | 0.2% | 1,909 |
| PGProcter & Gamble Co | $335.5K | 0.2% | 2,309 |
| GMEDGlobus Medical Inc | $331.4K | 0.2% | 4,425 |
| SPCXSpace Exploration Technologies Corp | $328.6K | 0.2% | 2,178 |
| NSCNorfolk Southern Corp | $309K | 0.2% | 1,000 |
| UIUbiquiti Inc | $283.8K | 0.2% | 500 |
| VLOValero Energy Corp | $277.1K | 0.2% | 715 |
| PEPPepsiCo Inc | $274.2K | 0.2% | 2,164 |
| GEVGE Vernova Inc | $272.8K | 0.2% | 287 |
| HONHoneywell International Inc | $271.9K | 0.2% | 1,289 |
| ORCLOracle Corp | $266.4K | 0.2% | 1,940 |
| TRANE TECHNOLOGIES PLC | $257.6K | 0.2% | 570 |
| LMTLockheed Martin Corp | $257.2K | 0.2% | 505 |
| MAAMid-America Apartment Communities Inc | $255.1K | 0.2% | 2,167 |
| CRWDCrowdStrike Holdings Inc | $254.4K | 0.2% | 961 |
| GILDGilead Sciences, Inc | $250.9K | 0.1% | 1,683 |
| SBUXStarbucks Corp | $250.6K | 0.1% | 2,667 |
| INTCIntel Corp | $235.2K | 0.1% | 1,956 |
| UNHUnitedHealth Group Inc | $226.5K | 0.1% | 617 |
| RGTIRigetti Computing, Inc. - Common stock | $222.7K | 0.1% | 14,150 |
| ALLAllstate Corp | $221.9K | 0.1% | 1,000 |
| WMBWilliams Companies Inc | $221.6K | 0.1% | 3,261 |
| EATON CORP PLC | $214.9K | 0.1% | 500 |
| FHNFirst Horizon Corp | $213.1K | 0.1% | 9,255 |
| TRVTravelers Companies Inc | $203.2K | 0.1% | 570 |
| EMREmerson Electric Co | $201.6K | 0.1% | 1,300 |
| QCOMQualcomm Inc | $200.1K | 0.1% | 1,087 |
| LUMNLumen Technologies Inc | $69.4K | 0.0% | 12,386 |
Quarter ending 2026-09-30.
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