bLong Financial, LLC

Q4 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$143,223
Net value change ($000)
-218 (-0.2%)
New positions
4
Sold out positions
5
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GRNY 8,534 99.5%
LLY 2,186 40.9%
AAPL 1,608 6.7%
AMD 838 32.6%
GOOGL 490 28.8%
PLTR 484 NEW
MRK 364 22.2%
GOOGL 286 28.8%
NVDA 271 0.9%
AZN 209 NEW
Top Reduces (Value $000, Stocks/ETFs)
EUFN -9,750 -100.0%
EUAD -5,047 -100.0%
MSFT -472 -8.3%
META -453 -12.1%
ETHA -294 -100.0%
WMB -238 -100.0%
ORCL -181 -30.4%
ZS -143 -24.9%
DELL -132 -11.7%
RGTI -122 -27.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type