Institutional
bLong Financial, LLC
CIK 0001943004
$153.5M
Reported AUM
80
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for bLong Financial, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $33.2M | 21.60% | — | HELD |
| 2 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $26.9M | 17.54% | — | HELD |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $283.29 | 0.69% | 24.01% | 85.99% | $12.7M | 8.25% | — | HELD |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $476.15 | -1.90% | 186.40% | 344.13% | $9.1M | 5.94% | — | HELD |
| 5 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | 50.85% | 361.96% | $8.3M | 5.40% | — | HELD |
| 6 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $4.0M | 2.60% | — | HELD |
| 7 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $3.4M | 2.18% | — | HELD |
| 8 | DELL | DELL TECHNOLOGIES INC | $405.06 | 0.06% | 222.44% | 803.38% | $3.3M | 2.16% | — | HELD |
| 9 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $2.8M | 1.82% | — | HELD |
| 10 | IDV | ISHARES TR | $44.38 | -0.14% | 34.47% | 87.58% | $2.7M | 1.75% | — | HELD |
| 11 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $2.5M | 1.62% | — | HELD |
| 12 | MRK | MERCK & CO INC | $130.22 | 0.33% | 68.33% | 97.86% | $2.4M | 1.57% | — | HELD |
| 13 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $2.4M | 1.54% | — | HELD |
| 14 | CSCO | CISCO SYS INC | $115.99 | 2.14% | 73.60% | 122.41% | $2.1M | 1.34% | — | HELD |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.1M | 1.34% | — | HELD |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | -9.05% | 98.69% | $1.8M | 1.19% | — | HELD |
| 17 | MS | MORGAN STANLEY | $210.56 | 0.24% | 53.60% | 134.58% | $1.7M | 1.12% | — | HELD |
| 18 | TSLA | TESLA INC | $311.11 | 0.73% | 2.06% | 25.94% | $1.6M | 1.02% | — | HELD |
| 19 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | 58.23% | 70.72% | $1.5M | 0.95% | — | HELD |
| 20 | GLW | CORNING INC | $138.26 | 2.25% | 125.24% | 291.05% | $1.4M | 0.94% | — | HELD |
| 21 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $1.4M | 0.94% | — | HELD |
| 22 | AMGN | AMGEN INC | $385.16 | -0.64% | 34.50% | 99.65% | $1.1M | 0.72% | — | HELD |
| 23 | ABBV | ABBVIE INC | $250.88 | -2.54% | 32.88% | 150.27% | $1.1M | 0.71% | — | HELD |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $46.82 | 1.54% | 14.85% | 14.98% | $1.0M | 0.66% | — | HELD |
| 25 | WMT | WALMART INC | $111.21 | 0.09% | 13.75% | 139.00% | $883K | 0.58% | — | HELD |
| 26 | DFAC | DIMENSIONAL ETF TRUST | $44.49 | 0.36% | 24.37% | 69.83% | $878K | 0.57% | — | HELD |
| 27 | BMY | BRISTOL-MYERS SQUIBB CO | $65.31 | 0.69% | 51.55% | 17.37% | $867K | 0.56% | — | HELD |
| 28 | ED | CONSOLIDATED EDISON INC | $108.85 | -0.74% | 8.41% | 71.24% | $860K | 0.56% | — | HELD |
| 29 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | 787.81% | 1193.85% | $808K | 0.53% | — | HELD |
| 30 | FDVV | FIDELITY COVINGTON TRUST | $62.56 | -0.35% | 21.96% | 91.67% | $751K | 0.49% | — | HELD |
| 31 | VRT | VERTIV HOLDINGS CO | $241.57 | 6.18% | — | — | $743K | 0.48% | — | HELD |
| 32 | RTX | RTX CORPORATION | $215.15 | 0.36% | — | — | $720K | 0.47% | — | HELD |
| 33 | CRM | SALESFORCE INC | $184.03 | 1.84% | — | — | $698K | 0.45% | — | HELD |
| 34 | QBTS | D-WAVE QUANTUM INC | $18.08 | 0.56% | — | — | $643K | 0.42% | — | HELD |
| 35 | AMZN | AMAZON COM INC | $271.42 | 15.25% | — | — | $632K | 0.41% | — | HELD |
| 36 | ABT | ABBOTT LABORATORIES | $105.74 | 0.12% | — | — | $632K | 0.41% | — | HELD |
| 37 | MO | ALTRIA GROUP INC | $68.33 | 0.57% | — | — | $617K | 0.40% | — | HELD |
| 38 | ARM | ARM HOLDINGS PLC | $239.69 | -0.77% | — | — | $606K | 0.39% | — | HELD |
| 39 | WELL | WELLTOWER INC | $234.80 | -0.35% | — | — | $556K | 0.36% | — | HELD |
| 40 | GE | GE AEROSPACE | $360.33 | 1.49% | — | — | $502K | 0.33% | — | HELD |
| 41 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | — | — | $438K | 0.29% | — | HELD |
| 42 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $437K | 0.28% | — | HELD |
| 43 | FDX | FEDEX CORP | $307.40 | -0.37% | — | — | $435K | 0.28% | — | HELD |
| 44 | BA | BOEING CO | $216.14 | -2.15% | — | — | $435K | 0.28% | — | HELD |
| 45 | COP | CONOCOPHILLIPS | $120.48 | 1.22% | — | — | $420K | 0.27% | — | HELD |
| 46 | WM | WASTE MGMT INC DEL | $226.54 | 0.09% | — | — | $417K | 0.27% | — | HELD |
| 47 | KO | COCA COLA CO | $87.58 | -1.02% | — | — | $411K | 0.27% | — | HELD |
| 48 | TXN | TEXAS INSTRS INC | $275.74 | -1.08% | — | — | $402K | 0.26% | — | HELD |
| 49 | GMED | GLOBUS MED INC | $78.80 | -1.82% | — | — | $350K | 0.23% | — | HELD |
| 50 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $339K | 0.22% | — | HELD |
| 51 | GEV | GE VERNOVA INC | $990.11 | 0.83% | — | — | $337K | 0.22% | — | HELD |
| 52 | PFE | PFIZER INC | $25.01 | 0.40% | — | — | $331K | 0.22% | — | HELD |
| 53 | NSC | NORFOLK SOUTHN CORP | $335.48 | 0.46% | — | — | $315K | 0.20% | — | HELD |
| 54 | T | AT&T INC | $23.27 | 0.25% | — | — | $313K | 0.20% | — | HELD |
| 55 | MAA | MID-AMER APT CMNTYS INC | $132.34 | -0.74% | — | — | $301K | 0.20% | — | HELD |
| 56 | HON | HONEYWELL INTL INC | $243.05 | 0.47% | — | — | $294K | 0.19% | — | HELD |
| 57 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $293K | 0.19% | — | HELD |
| 58 | SNOW | SNOWFLAKE INC | $293.28 | -1.62% | — | — | $293K | 0.19% | — | HELD |
| 59 | HONA | HONEYWELL AEROSPACE INC | $206.74 | 1.18% | — | — | $290K | 0.19% | — | HELD |
| 60 | ORCL | ORACLE CORP | $129.88 | 1.82% | — | — | $283K | 0.18% | — | HELD |
| 61 | TT | TRANE TECHNOLOGIES PLC | $455.07 | 3.36% | — | — | $280K | 0.18% | — | HELD |
| 62 | INTC | INTEL CORP | $90.20 | -1.02% | — | — | $273K | 0.18% | — | HELD |
| 63 | SBUX | STARBUCKS CORP | $105.25 | -0.57% | — | — | $273K | 0.18% | — | HELD |
| 64 | UI | UBIQUITI INC | $556.52 | 4.37% | — | — | $267K | 0.17% | — | HELD |
| 65 | ZS | ZSCALER INC | $151.20 | 1.89% | — | — | $262K | 0.17% | — | HELD |
| 66 | LMT | LOCKHEED MARTIN CORP | $583.00 | 1.55% | — | — | $257K | 0.17% | — | HELD |
| 67 | UNH | UNITEDHEALTH GROUP INC | $414.22 | -1.72% | — | — | $256K | 0.17% | — | HELD |
| 68 | RGTI | RIGETTI COMPUTING INC | $14.95 | 0.61% | — | — | $249K | 0.16% | — | HELD |
| 69 | WMB | WILLIAMS COS INC | $71.54 | 0.89% | — | — | $242K | 0.16% | — | HELD |
| 70 | ALL | ALLSTATE CORP | $264.08 | -0.49% | — | — | $238K | 0.15% | — | HELD |
| 71 | FHN | FIRST HORIZON CORPORATION | $25.64 | 0.75% | — | — | $237K | 0.15% | — | HELD |
| 72 | DUK | DUKE ENERGY CORP NEW | $125.35 | -0.73% | — | — | $222K | 0.14% | — | HELD |
| 73 | TRV | TRAVELERS COMPANIES INC | $374.37 | -0.43% | — | — | $221K | 0.14% | — | HELD |
| 74 | AEP | AMERICAN ELEC PWR CO INC | $127.85 | 0.05% | — | — | $218K | 0.14% | — | HELD |
| 75 | AZN | ASTRAZENECA PLC | $169.63 | -1.00% | — | — | $216K | 0.14% | — | HELD |
| 76 | ETN | EATON CORP PLC | $415.69 | 7.44% | — | — | $213K | 0.14% | — | HELD |
| 77 | GILD | GILEAD SCIENCES INC | $130.21 | -0.82% | — | — | $213K | 0.14% | — | HELD |
| 78 | VLO | VALERO ENERGY CORP | $312.98 | 0.41% | — | — | $212K | 0.14% | — | HELD |
| 79 | QCOM | QUALCOMM INC | $147.61 | -2.63% | — | — | $201K | 0.13% | — | HELD |
| 80 | LUMN | LUMEN TECHNOLOGIES INC | $6.38 | -2.74% | — | — | $107K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000790. 13F discloses long positions only — shorts, foreign equities, and options are excluded.