Investor
bLong Financial, LLC
CIK 0001943004 · filed 2026-04-21 · SEC filing
13F book
$132.2M
Positions
76
8 new · 6 sold
Largest name
21.9%
Nvidia Corp · NVDA
Est. mark
−$7.02M
Price effect on 68 names still held. Flow −$3.99M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 165.9K | $28.9M | 21.9% | −$2.01M | Cut−$2.65M |
| Apple Inc. | AAPL | 93.1K | $23.6M | 17.9% | −$1.68M | Cut−$1.86M |
| Tidal Trust I | — | 589.9K | $14.1M | 10.7% | −$525K | Cut−$3.03M |
| Eli Lilly & Co | LLY | 6.9K | $6.35M | 4.8% | −$1.07M | Cut−$1.19M |
| Microsoft Corp | MSFT | 10.7K | $3.97M | 3.0% | −$1.22M | Added−$1.21M |
| Advanced Micro Devices Inc | AMD | 15.8K | $3.2M | 2.4% | −$169K | Cut−$206.5K |
| Meta Platforms, Inc. | META | 5K | $2.86M | 2.2% | −$440.2K | Held |
| Broadcom Inc. | AVGO | 8.91K | $2.76M | 2.1% | −$325.9K | Cut−$412.5K |
| Ishares Tr | — | 61.6K | $2.62M | 2.0% | $191.6K | Cut$84.6K |
| Merck & Co., Inc. | MRK | 18.9K | $2.28M | 1.7% | $284.7K | Cut$273K |
| Jpmorgan Chase & Co. | — | 7.33K | $2.15M | 1.6% | −$205.5K | Cut−$237.8K |
| Berkshire Hathaway Inc Del | — | 4.3K | $2.06M | 1.6% | −$100.8K | Cut−$201.3K |
| Alphabet Inc | — | 6.93K | $1.99M | 1.5% | −$176.3K | Cut−$201.3K |
| International Business Machs | — | 6.4K | $1.55M | 1.2% | −$336.5K | Added−$300.1K |
| Morgan Stanley | — | 8.36K | $1.38M | 1.0% | −$108.3K | Cut−$126.1K |
| Cisco Sys Inc | — | 17.6K | $1.37M | 1.0% | $9.88K | Held |
| Tesla, Inc. | TSLA | 3.67K | $1.36M | 1.0% | −$284.3K | Added−$276.8K |
| Johnson & Johnson | JNJ | 5.5K | $1.34M | 1.0% | $206.2K | Cut$146.4K |
| Dell Technologies Inc. | DELL | 7.68K | $1.26M | 1.0% | $293.8K | Cut$262.3K |
| Verizon Communications Inc | VZ | 24K | $1.2M | 0.9% | $222K | Added$247.7K |
| Alphabet Inc | — | 4.08K | $1.17M | 0.9% | −$109.9K | Held |
| Amgen Inc | AMGN | 3.05K | $1.07M | 0.8% | $74.8K | Held |
| Walmart Inc. | WMT | 7.8K | $969K | 0.7% | $100.3K | Held |
| AbbVie Inc. | ABBV | 4.31K | $936.7K | 0.7% | −$47.4K | Cut−$81.7K |
| Ishares Inc | — | 26.3K | $904.1K | 0.7% | $84.7K | Cut$20.4K |
| Bristol-Myers Squibb Co | — | 14.5K | $882K | 0.7% | $97.6K | Cut$86.8K |
| Consolidated Edison Inc | ED | 7.78K | $880K | 0.7% | $107.8K | Held |
| Salesforce, Inc. | CRM | 4.45K | $831.2K | 0.6% | −$348.4K | Cut−$361.7K |
| Dimensional Etf Trust | — | 19.8K | $768.8K | 0.6% | −$14.4K | Held |
| Corning Inc | — | 5.65K | $768.2K | 0.6% | $273.5K | Held |
| RTX Corp | RTX | 3.79K | $731.9K | 0.6% | $36K | Held |
| Abbott Labs | ABT | 6.96K | $714.7K | 0.5% | −$157.5K | Cut−$182.5K |
| Fidelity Covington Trust | — | 12.4K | $683.7K | 0.5% | — | New |
| Honeywell Intl Inc | — | 2.63K | $594.5K | 0.4% | $81.4K | Cut$71.6K |
| Chevron Corp New | CVX | 2.79K | $577.3K | 0.4% | $152K | Cut$98.7K |
| Altria Group, Inc. | MO | 8.58K | $566.1K | 0.4% | $71.5K | Cut$65.7K |
| Vertiv Holdings Co | VRT | 2.22K | $556.3K | 0.4% | $196.6K | Cut$115.6K |
| Amazon Com Inc | AMZN | 2.65K | $552.3K | 0.4% | −$59.8K | Cut−$129K |
| Conocophillips | COP | 4.04K | $533.3K | 0.4% | $155.1K | Held |
| Mcdonalds Corp | MCD | 1.62K | $502.2K | 0.4% | $8.34K | Held |
| Fedex Corp | FDX | 1.39K | $495.1K | 0.4% | $93.6K | Held |
| Welltower Inc. | WELL | 2.45K | $484.4K | 0.4% | $29.6K | Held |
| Boeing Co | — | 2.23K | $444.4K | 0.3% | −$40.4K | Held |
| At&T Inc | — | 15.1K | $438.2K | 0.3% | $62.7K | Cut$56.5K |
| Waste Mgmt Inc Del | — | 1.87K | $429.9K | 0.3% | $18.9K | Held |
| Ubiquiti Inc. | UI | 500 | $395.1K | 0.3% | $118.5K | Held |
| D-Wave Quantum Inc. | QBTS | 26.9K | $388.8K | 0.3% | −$315.8K | Cut−$364.2K |
| Coca Cola Co | KO | 5.05K | $384.2K | 0.3% | $31K | Held |
| Ge Aerospace | — | 1.34K | $381.4K | 0.3% | −$29.6K | Added$4.97K |
| Globus Med Inc | — | 4.42K | $381.3K | 0.3% | −$5.09K | Held |
| Pfizer Inc | PFE | 13.5K | $379.8K | 0.3% | $42.4K | Added$48K |
| Pepsico Inc | PEP | 2.26K | $351.6K | 0.3% | $26.6K | Cut$19.5K |
| Procter And Gamble Co | PG | 2.31K | $333.5K | 0.3% | $2.61K | Held |
| Lockheed Martin Corp | LMT | 505 | $305.2K | 0.2% | $61K | Cut$51.3K |
| Norfolk Southn Corp | — | 1K | $287K | 0.2% | −$1.72K | Held |
| Oracle Corp | — | 1.93K | $283.9K | 0.2% | −$92.3K | Cut−$131.2K |
| Zscaler, Inc. | ZS | 1.93K | $270.1K | 0.2% | −$162.1K | Added−$160.7K |
| Mid-Amer Apt Cmntys Inc | — | 2.17K | $264.6K | 0.2% | −$36.4K | Cut−$167.1K |
| Texas Instrs Inc | — | 1.35K | $262.1K | 0.2% | $27.9K | Cut$19.2K |
| Arm Holdings Plc | — | 1.71K | $258.7K | 0.2% | — | New |
| GE Vernova Inc. | GEV | 287 | $250.5K | 0.2% | — | New |
| Starbucks Corp | SBUX | 2.67K | $238.9K | 0.2% | $14.3K | Held |
| Trane Technologies Plc | TT | 570 | $237.5K | 0.2% | $15.7K | Held |
| Williams Cos Inc | — | 3.26K | $237.3K | 0.2% | — | New |
| Micron Technology Inc | MU | 700 | $236.5K | 0.2% | — | New |
| Gilead Sciences, Inc. | GILD | 1.68K | $234.6K | 0.2% | $28K | Held |
| First Horizon Corporation | — | 10.3K | $233.4K | 0.2% | −$11.7K | Held |
| Duke Energy Corp New | — | 1.75K | $229.3K | 0.2% | $24K | Held |
| Travelers Companies, Inc. | TRV | 770 | $224.6K | 0.2% | $1.25K | Cut−$13.3K |
| Astrazeneca Plc Ord | AZN | 1.14K | $224.4K | 0.2% | — | New |
| American Elec Pwr Co Inc | — | 1.59K | $208.4K | 0.2% | — | New |
| Allstate Corp | — | 1K | $207.3K | 0.2% | −$810 | Held |
| Qualcomm Inc | — | 1.59K | $204.4K | 0.2% | −$67.1K | Held |
| Valero Energy Corp | — | 815 | $201.4K | 0.2% | — | New |
| Rigetti Computing Inc | — | 12.9K | $181.1K | 0.1% | −$104.6K | Cut−$137.8K |
| Lumen Technologies, Inc. | LUMN | 14K | $97.5K | 0.1% | −$11.5K | Cut−$12.6K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.