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Home > Institutional Investor > Blalock Williams, Llc > Profile

Instuitional Investor - Blalock Williams, Llc

Fund Profile
Filing Period:
Fund Name: Blalock Williams, Llc
Portfolio Value $154,251,674
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 16,650 $12,469,018 8.08%
2.
Eli Lilly & Co
 LLY 10,290 $12,342,135 8%
3.
Ishares Trust
 IEF 35,835 $4,928,388 3.2%
4.
Blackrock Etf Trust
 DYNF 71,058 $4,832,655 3.13%
5.
Ishares Trust
 IEF 18,228 $4,138,850 2.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.