bLong Financial, LLC
Portfolio value QoQ: +16.1% 13F does not disclose cash
Top 10 holdings weight69.26%
Top 25 holdings weight85.47%
Positions above 1%18
Effective number of positions10.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.2% Est. buys $14,578,103 · sells $16,121,771
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 79.2% still held
New positions7
Increased9
Decreased21
Closed3
Portfolio value
$153.5M
Positions
80
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 80 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA | $33,165,969 | 21.60% | 165,756 | $4,241,174 | Down ×2 | ||
| AAPL | $26,926,902 | 17.54% | 93,057 | $3,295,096 | Down ×5 | ||
| QQQM | $12,673,844 | 8.25% | 41,832 | Up ×1 | |||
| AMD | $9,126,101 | 5.94% | 15,710 | $5,922,072 | Down ×2 | ||
| LLY | $8,291,661 | 5.40% | 6,913 | $1,942,481 | Up ×1 | ||
| MSFT | $3,997,794 | 2.60% | 10,717 | $25,029 | Down ×1 | ||
| AVGO | $3,350,276 | 2.18% | 8,869 | $593,161 | Down ×3 | ||
| DELL | $3,313,615 | 2.16% | 7,680 | $2,053,091 | |||
| META | $2,801,810 | 1.82% | 4,974 | $-61,127 | Down ×1 | ||
| IDV | $2,682,527 | 1.75% | 64,746 | $59,820 | Up ×1 | ||
| GOOGL | $2,483,724 | 1.62% | 6,950 | $490,933 | Up ×1 | ||
| MRK | $2,408,381 | 1.57% | 18,742 | $130,312 | Down ×6 | ||
| JPM | $2,364,964 | 1.54% | 7,225 | $210,242 | Down ×3 | ||
| CSCO | $2,057,312 | 1.34% | 17,515 | $688,622 | Down ×1 | ||
| BRK-B | $2,055,104 | 1.34% | 4,107 | $-4,020 | Down ×2 | ||
| IBM | $1,820,028 | 1.19% | 6,472 | $268,239 | Up ×2 | ||
| MS | $1,726,356 | 1.12% | 8,259 | $350,796 | Down ×6 | ||
| TSLA | $1,562,950 | 1.02% | 3,716 | $200,110 | Up ×2 | ||
| JNJ | $1,452,708 | 0.95% | 5,720 | $108,289 | Up ×1 | ||
| GLW | $1,443,180 | 0.94% | 5,650 | $674,949 | |||
| GOOG | $1,441,586 | 0.94% | 4,080 | $271,197 | |||
| AMGN | $1,104,466 | 0.72% | 3,050 | $31,321 | |||
| ABBV | $1,083,813 | 0.71% | 4,307 | $147,081 | |||
| VZ | $1,009,897 | 0.66% | 23,852 | $-192,495 | Down ×1 | ||
| WMT | $883,088 | 0.58% | 7,797 | $-85,923 | |||
| DFAC | $877,618 | 0.57% | 19,784 | $108,812 | |||
| BMY | $867,298 | 0.56% | 15,052 | $-14,683 | Up ×1 | ||
| ED | $860,149 | 0.56% | 7,775 | $-19,826 | |||
| MU | $808,003 | 0.53% | 700 | $571,515 | |||
| FDVV | $750,993 | 0.49% | 12,457 | $67,342 | Up ×1 | ||
| VRT | $743,314 | 0.48% | 2,220 | $187,018 | |||
| RTX | $719,835 | 0.47% | 3,794 | $-12,028 | |||
| CRM | $697,611 | 0.45% | 4,453 | $-133,630 | |||
| QBTS | $642,767 | 0.42% | 26,793 | $253,979 | Down ×2 | ||
| AMZN | $632,077 | 0.41% | 2,652 | $79,741 | |||
| ABT | $631,641 | 0.41% | 6,961 | $-83,049 | |||
| MO | $617,260 | 0.40% | 8,579 | $51,131 | |||
| ARM | $606,316 | 0.39% | 1,710 | $347,627 | |||
| WELL | $556,078 | 0.36% | 2,450 | $71,687 | |||
| GE | $502,295 | 0.33% | 1,344 | $120,909 | |||
| CVX | $437,606 | 0.29% | 2,640 | $-139,645 | Down ×2 | ||
| MCD | $436,824 | 0.28% | 1,616 | $-65,413 | |||
| FDX | $435,251 | 0.28% | 1,390 | $-59,839 | |||
| BA | $435,106 | 0.28% | 2,010 | $-9,329 | Down ×1 | ||
| COP | $419,999 | 0.27% | 4,040 | $-113,281 | |||
| WM | $417,009 | 0.27% | 1,871 | $-12,931 | |||
| KO | $410,576 | 0.27% | 5,052 | $26,371 | |||
| TXN | $402,395 | 0.26% | 1,350 | $140,306 | |||
| GMED | $349,621 | 0.23% | 4,425 | $-31,637 | |||
| PG | $338,591 | 0.22% | 2,309 | $5,080 | |||
| GEV | $337,187 | 0.22% | 287 | $86,662 | |||
| PFE | $330,535 | 0.22% | 13,727 | $-49,245 | Up ×3 | ||
| NSC | $314,590 | 0.20% | 1,000 | $27,590 | |||
| T | $312,860 | 0.20% | 15,114 | $-125,299 | |||
| MAA | $301,085 | 0.20% | 2,167 | $36,450 | |||
| Unknown issuer (CUSIP: 438516205) | $294,210 | 0.19% | 1,314 | Up ×1 | |||
| PEP | $293,007 | 0.19% | 2,164 | $-58,571 | Down ×2 | ||
| SNOW | $292,675 | 0.19% | 1,150 | ||||
| Unknown issuer (CUSIP: 43849R105) | $290,499 | 0.19% | 1,314 | Up ×1 | |||
| ORCL | $282,845 | 0.18% | 1,930 | $-1,080 | |||
| TT | $279,961 | 0.18% | 570 | $42,419 | |||
| INTC | $273,117 | 0.18% | 1,956 | Up ×1 | |||
| SBUX | $272,541 | 0.18% | 2,667 | $33,604 | |||
| UI | $267,015 | 0.17% | 500 | $-128,130 | |||
| ZS | $261,554 | 0.17% | 1,853 | $-8,508 | Down ×1 | ||
| LMT | $257,279 | 0.17% | 505 | $-47,940 | |||
| UNH | $256,444 | 0.17% | 617 | ||||
| RGTI | $249,228 | 0.16% | 12,900 | $68,112 | |||
| WMB | $242,423 | 0.16% | 3,261 | $5,087 | |||
| ALL | $237,940 | 0.15% | 1,000 | $30,600 | |||
| FHN | $237,298 | 0.15% | 9,255 | $3,895 | Down ×1 | ||
| DUK | $221,642 | 0.14% | 1,751 | $-7,633 | |||
| TRV | $221,181 | 0.14% | 670 | $-3,412 | Down ×3 | ||
| AEP | $217,529 | 0.14% | 1,590 | $9,111 | |||
| AZN | $215,788 | 0.14% | 1,138 | $-8,648 | |||
| ETN | $213,060 | 0.14% | 500 | Up ×1 | |||
| GILD | $212,630 | 0.14% | 1,683 | $-21,932 | |||
| VLO | $212,259 | 0.14% | 815 | $10,889 | |||
| QCOM | $200,868 | 0.13% | 1,087 | $-3,506 | Down ×1 | ||
| LUMN | $106,642 | 0.07% | 13,886 | $9,138 | Down ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| PFE | $330,535 | 0.22% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GRNY | June 30, 2026 | 589,897 | $14,080,845 | |
| EUFN | Dec. 31, 2025 | 283,936 | $9,750,465 | |
| EUAD | Dec. 31, 2025 | 107,460 | $5,047,395 | |
| EWG | June 30, 2025 | 135,257 | $5,015,335 | |
| IEV | June 30, 2025 | 37,260 | $2,168,531 | 12.2% |
| IEF | June 30, 2025 | 22,398 | $2,136,094 | |
| TLH | June 30, 2025 | 19,631 | $2,036,740 | |
| DVYE | June 30, 2026 | 26,298 | $904,121 | |
| HON | June 30, 2026 | 2,630 | $594,464 | -4.4% |
| NEA | June 30, 2025 | 47,417 | $531,082 | -10.2% |
| PLTR | March 31, 2026 | 2,723 | $484,042 | 29.5% |
| GS | Sept. 30, 2025 | 630 | $445,884 | 12.2% |
| UNH | March 31, 2026 | 1,125 | $371,220 | 39.9% |
| SNOW | March 31, 2026 | 1,362 | $298,768 | 124.8% |
| ETHA | Dec. 31, 2025 | 9,317 | $293,601 | |
| VLO | Sept. 30, 2025 | 1,915 | $257,415 | 146.3% |
| WMB | Dec. 31, 2025 | 3,761 | $238,259 | 17.8% |
| ARM | Sept. 30, 2025 | 1,410 | $228,054 | 114.1% |
| FISV | Sept. 30, 2025 | 1,288 | $222,064 | -64.2% |
| IP | March 31, 2026 | 5,615 | $221,178 | -10.2% |
| APLD | March 31, 2026 | 8,300 | $203,516 | 4.0% |
| SYK | Sept. 30, 2025 | 510 | $201,771 | -22.8% |
| XOM | Sept. 30, 2025 | 1,867 | $201,263 | 45.5% |
| BEAT | Dec. 31, 2025 | 10,000 | $16,500 | -72.7% |