Blong Financial, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001943004

Type: FundHoldings: 77Value: $112.6MLatest: 2025Q1

bLong Financial, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 77 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  "ZS",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "T",
  "AVGO",
  "DUK",
  "RGTI",
  "HON",
  "MCD",
  "QBTS",
  "QCOM",
  "BEAT",
  "META",
  "MSFT",
  "MAA",
  "MS",
  "FHN",
  "GE",
  "ORCL",
  null,
  null,
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "RTX",
  "IBM",
  "SBUX",
  "TXN",
  "TRV",
  "GMED",
  "IEF",
  "TT",
  "AMD",
  "FI",
  "IP",
  "WM",
  null,
  "AMZN",
  "NEA",
  "VLO",
  "WMT",
  "WELL",
  "WMB",
  "NSC",
  "LUMN",
  "CRM",
  "FDX",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "ED",
  "GLW",
  "DELL",
  "DFAC",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 77
Total Value: 112636579
Accession Number: 0001667731-25-000627
Form Type: 13F-HR
CIK: blong-financial
Manager Name: Blong-Financial

Data Enrichment

95% identified

73 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $112.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:94.4K

Value:$21.0M

% of Portfolio:18.6% ($21.0M/$112.6M)

NVIDIA CORP

NVDA|67066G104

Shares:168.4K

Value:$18.3M

% of Portfolio:16.2% ($18.3M/$112.6M)

464289180

Shares:281.6K

Value:$8.0M

% of Portfolio:7.1% ($8.0M/$112.6M)

ELI LILLY & Co

LLY|532457108

Shares:7.0K

Value:$5.8M

% of Portfolio:5.1% ($5.8M/$112.6M)

464286806

Shares:135.3K

Value:$5.0M

% of Portfolio:4.5% ($5.0M/$112.6M)

MICROSOFT CORP

MSFT|594918104

Shares:10.8K

Value:$4.0M

% of Portfolio:3.6% ($4.0M/$112.6M)

Meta Platforms, Inc.

META|30303M102

Shares:5.1K

Value:$2.9M

% of Portfolio:2.6% ($2.9M/$112.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.2K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$112.6M)

464287861

Shares:37.3K

Value:$2.2M

% of Portfolio:1.9% ($2.2M/$112.6M)

464287440

IEF|464287440

Shares:22.4K

Value:$2.1M

% of Portfolio:1.9% ($2.1M/$112.6M)

464288653

Shares:19.6K

Value:$2.0M

% of Portfolio:1.8% ($2.0M/$112.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.6K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$112.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:20.3K

Value:$1.8M

% of Portfolio:1.6% ($1.8M/$112.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:15.9K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$112.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:6.2K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$112.6M)

Broadcom Inc.

AVGO|11135F101

Shares:9.1K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$112.6M)

Salesforce, Inc.

CRM|79466L302

Shares:4.8K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$112.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:25.6K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$112.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:17.7K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$112.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.8K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$112.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	94.4K	QoQ +0.23% (-224) YoY-	All Managers (Combined)	$21.0M	18.6% ($21.0M/$112.6M)	QoQ -11.08% (-$2.6M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	168.4K	QoQ -0.15% (-266) YoY-	All Managers (Combined)	$18.3M	16.2% ($18.3M/$112.6M)	QoQ -19.42% (-$4.4M) YoY-
(cusip464289180)✕	281.6K	QoQ NEW(+281.6K) YoY-	All Managers (Combined)	$8.0M	7.1% ($8.0M/$112.6M)	QoQ NEW(+$8.0M) YoY-
ELI LILLY & Co(LLYcusip532457108)	7.0K	QoQ +0.14% (+10) YoY-	All Managers (Combined)	$5.8M	5.1% ($5.8M/$112.6M)	QoQ +7.13% (+$383.1K) YoY-
(cusip464286806)✕	135.3K	QoQ NEW(+135.3K) YoY-	All Managers (Combined)	$5.0M	4.5% ($5.0M/$112.6M)	QoQ NEW(+$5.0M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	10.8K	QoQ +1.41% (-150) YoY-	All Managers (Combined)	$4.0M	3.6% ($4.0M/$112.6M)	QoQ -9.68% (-$433.7K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	5.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.9M	2.6% ($2.9M/$112.6M)	QoQ -1.56% (-$46.8K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.2K	QoQ +2.16% (+90) YoY-	All Managers (Combined)	$2.3M	2.0% ($2.3M/$112.6M)	QoQ +20.04% (+$376.9K) YoY-
(cusip464287861)✕	37.3K	QoQ NEW(+37.3K) YoY-	All Managers (Combined)	$2.2M	1.9% ($2.2M/$112.6M)	QoQ NEW(+$2.2M) YoY-
(IEFcusip464287440)	22.4K	QoQ NEW(+22.4K) YoY-	All Managers (Combined)	$2.1M	1.9% ($2.1M/$112.6M)	QoQ NEW(+$2.1M) YoY-
(cusip464288653)✕	19.6K	QoQ NEW(+19.6K) YoY-	All Managers (Combined)	$2.0M	1.8% ($2.0M/$112.6M)	QoQ NEW(+$2.0M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.9M	1.6% ($1.9M/$112.6M)	QoQ +2.33% (+$42.3K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	20.3K	QoQ -0.04% (-10) YoY-	All Managers (Combined)	$1.8M	1.6% ($1.8M/$112.6M)	QoQ -9.81% (-$198.0K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	15.9K	QoQ -0.31% (-50) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$112.6M)	QoQ -15.21% (-$292.7K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.2K	QoQ +0.89% (+55) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$112.6M)	QoQ +14.12% (+$191.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	9.1K	QoQ -0.30% (-28) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$112.6M)	QoQ -28.00% (-$592.1K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	4.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$112.6M)	QoQ -19.73% (-$318.2K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	25.6K	QoQ -0.77% (-200) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$112.6M)	QoQ +12.55% (-$129.7K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$112.6M)	QoQ +4.24% (+$44.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	6.8K	QoQ +2.23% (-150) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$112.6M)	QoQ -16.48% (-$209.0K) YoY-