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Blong Financial, LLC
BLONG Financial, LLC is an investment advisory firm headquartered in Memphis, Tennessee. The firm is registered as an institutional manager with the SEC, operating primarily in investment management and advisory services. Details regarding its founding year, firm structure, and employee count are not disclosed in public regulatory filings. BLONG Financial serves institutional and possibly individual clients, with R. Trent Curry listed as Vice President and Dennis Glenn Long as an associated investment adviser.
Investment Strategy
The specific investment strategy employed by BLONG Financial, LLC is not publicly disclosed in SEC filings. As an institutional manager filing Forms 13F-HR and N-PX, the firm manages investment portfolios which report holdings disclosure and proxy voting records, indicating active public securities management. Further details on asset class, sector focus, or investment philosophy are not available.
Latest 13F Filing Activity
Blong Financial, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $130M. The fund increased holdings in Nvidia Corporation, Ishares TR, Ishares TR among other positions. Blong Financial, LLC reduced exposure to Ishares Inc., Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 20.50% | $26.6M | 168,085 | $134.29 | $157.99 | +$8.3M |
A AAPL | APPLE INC | 14.90% | $19.3M | 94,068 | $250.35 | $205.17 | -$1.7M |
E EUFN | ISHARES TR | 11.84% | $15.3M | 485,074 | $29.81 | $31.63 | +$7.3M |
L LLY | ELI LILLY & CO | 4.22% | $5.5M | 7,013 | $772.13 | $779.53 | -$284.0K |
M MSFT | MICROSOFT CORP | 4.18% | $5.4M | 10,877 | $421.56 | $497.41 | +$1.4M |
Industry Allocation
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