Blankinship & Foster, LLC has filed its 13F form on November 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $643 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $78M, Nvidia Corp with a value of $59.2M, Apple Inc. with a value of $42M, Advanced Micro Devices Inc with a value of $26.3M, and Micron Technology Inc with a value of $19.9M.

Examining the 13F form we can see an increase of $255M in the current position value, from $388M to 643M.

Blankinship & Foster, LLC is based out at Solana Beach, CA

Below you can find more details about Blankinship & Foster, LLC portfolio as well as his latest detailed transactions.

Portfolio value $643 Million
Technology: $465 Million
Healthcare: $99.3 Million
Industrials: $30.1 Million
Consumer Defensive: $16.2 Million
Utilities: $8.39 Million
Energy: $7.71 Million
Financial Services: $7.62 Million
ETFs: $4.74 Million
Other: $4.32 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $643 Million
  • Prior Value $388 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 46 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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