BLALOCK WILLIAMS, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$124.9M

Holdings

135

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
10,175$10.9M8.75%
2
IVVISHARES TR
7,406$5.1M4.06%
3
DYNFBLACKROCK ETF TRUST
72,931$4.4M3.55%
4
IVEISHARES TR
20,373$4.3M3.46%
5
IVWISHARES TR
30,909$3.8M3.05%
6
GOOGLALPHABET INC
11,959$3.7M3.00%
7
IEMGISHARES INC
52,888$3.6M2.85%
8
OEFISHARES TR
9,769$3.4M2.68%
9
METAMETA PLATFORMS INC
4,793$3.2M2.53%
10
EFVISHARES TR
42,609$3.0M2.43%
11
NVDANVIDIA CORPORATION
15,981$3.0M2.39%
12
MSFTMICROSOFT CORP
5,842$2.8M2.26%
13
AAPLAPPLE INC
10,362$2.8M2.25%
14
AGGISHARES TR
25,164$2.5M2.01%
15
ANETARISTA NETWORKS INC
16,259$2.1M1.70%
16
QUALISHARES TR
10,645$2.1M1.69%
17
GOOGALPHABET INC
5,666$1.8M1.42%
18
THROBLACKROCK ETF TRUST
44,326$1.7M1.37%
19
AMZNAMAZON COM INC
7,366$1.7M1.36%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
3,209$1.6M1.29%
21
JPMJPMORGAN CHASE & CO.
4,921$1.6M1.27%
22
BAIBLACKROCK ETF TRUST
47,366$1.6M1.26%
23
SCHWSCHWAB CHARLES CORP
15,419$1.5M1.23%
24
MTUMISHARES TR
5,750$1.4M1.15%
25
IUSBISHARES TR
28,626$1.3M1.07%
26
MAMASTERCARD INCORPORATED
2,248$1.3M1.03%
27
MEDPMEDPACE HLDGS INC
2,176$1.2M0.98%
28
KNSLKINSALE CAP GROUP INC
2,882$1.1M0.90%
29
WMTWALMART INC
9,979$1.1M0.89%
30
BNDVANGUARD BD INDEX FDS
14,444$1.1M0.86%
31
JNJJOHNSON & JOHNSON
4,872$1.0M0.81%
32
HEIHEICO CORP NEW
3,951$997K0.80%
33
IBPINSTALLED BLDG PRODS INC
3,749$972K0.78%
34
PGRPROGRESSIVE CORP
4,253$968K0.77%
35
IGSBISHARES TR
18,244$964K0.77%
36
AVGOBROADCOM INC
2,764$956K0.77%
37
ITA*ISHARES TR
4,416$948K0.76%
38
TSLATESLA INC
2,068$930K0.74%
39
VVISA INC
2,340$820K0.66%
40
SHVISHARES TR
7,311$805K0.64%
41
WSOWATSCO INC
2,247$757K0.61%
42
SPTSSPDR SERIES TRUST
25,005$732K0.59%
43
COSTCOSTCO WHSL CORP NEW
845$728K0.58%
44
SPTISPDR SERIES TRUST
24,609$709K0.57%
45
SOSOUTHERN CO
7,844$683K0.55%
46
CSCOCISCO SYS INC
8,833$680K0.54%
47
4I1PHILIP MORRIS INTL INC
4,100$657K0.53%
48
IDXXIDEXX LABS INC
926$626K0.50%
49
TLHISHARES TR
6,031$613K0.49%
50
SHYISHARES TR
7,360$609K0.49%
51
TMOTHERMO FISHER SCIENTIFIC INC
1,029$596K0.48%
52
AMEAMETEK INC
2,895$594K0.48%
53
HDHOME DEPOT INC
1,690$581K0.47%
54
GILDGILEAD SCIENCES INC
4,685$575K0.46%
55
BACVERIZON COMMUNICATIONS INC
13,374$544K0.44%
56
PGPROCTER AND GAMBLE CO
3,705$530K0.42%
57
AAONAAON INC
6,799$518K0.41%
58
PEPPEPSICO INC
3,599$516K0.41%
59
TECHBIO-TECHNE CORP
8,629$507K0.41%
60
BACBANK AMERICA CORP
8,468$465K0.37%
61
UNPUNION PAC CORP
1,956$452K0.36%
62
TJXTJX COS INC NEW
2,921$448K0.36%
63
TRVCCITIGROUP INC
3,808$444K0.36%
64
MOALTRIA GROUP INC
7,562$436K0.35%
65
IAU*ISHARES GOLD TR
5,380$436K0.35%
66
UNHUNITEDHEALTH GROUP INC
1,308$431K0.34%
67
IEFISHARES TR
4,427$425K0.34%
68
XOMEXXON MOBIL CORP
3,516$423K0.34%
69
HWKNHAWKINS INC
2,840$403K0.32%
70
BINCBLACKROCK ETF TRUST II
7,300$385K0.31%
71
BLDRBUILDERS FIRSTSOURCE INC
3,689$379K0.30%
72
ZTSZOETIS INC
2,991$376K0.30%
73
IMCGISHARES TR
4,700$375K0.30%
74
IEIISHARES TR
3,137$374K0.30%
75
MBBISHARES TR
3,754$357K0.29%
76
ACNACCENTURE PLC IRELAND
1,318$353K0.28%
77
TTTRANE TECHNOLOGIES PLC
899$349K0.28%
78
MCDMCDONALDS CORP
1,145$349K0.28%
79
TWFGTWFG INC
11,942$343K0.27%
80
VOTVANGUARD INDEX FDS
1,218$339K0.27%
81
CITCINTAS CORP
1,784$335K0.27%
82
WFCWELLS FARGO CO NEW
3,577$333K0.27%
83
COFCAPITAL ONE FINL CORP
1,374$332K0.27%
84
ISRGINTUITIVE SURGICAL INC
588$332K0.27%
85
CATCATERPILLAR INC
572$327K0.26%
86
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,061$322K0.26%
87
ORLYOREILLY AUTOMOTIVE INC
3,500$319K0.26%
88
EZUISHARES INC
4,988$319K0.26%
89
PWRQUANTA SVCS INC
754$318K0.25%
90
ADBEADOBE INC
896$313K0.25%
91
TMUST-MOBILE US INC
1,535$311K0.25%
92
FERGFERGUSON ENTERPRISES INC
1,387$308K0.25%
93
GSGOLDMAN SACHS GROUP INC
345$303K0.24%
94
AMDADVANCED MICRO DEVICES INC
1,418$303K0.24%
95
MCKMCKESSON CORP
361$296K0.24%
96
GLGLOBE LIFE INC
2,070$289K0.23%
97
CVXCHEVRON CORP NEW
1,874$285K0.23%
98
GDGENERAL DYNAMICS CORP
848$285K0.23%
99
IAGGISHARES TR
5,647$282K0.23%
100
LMTLOCKHEED MARTIN CORP
581$281K0.22%
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