§ 13F · FUND PROFILE
Blue Investment Partners LLC.
AUM · $285M (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 6, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 193K | $40M | 13.9% | ±0% |
| 2 | AMZN | AMAZON COM INC | 110K | $24M | 8.5% | ±0% |
| 3 | USFR | WISDOMTREE TR | 373K | $19M | 6.6% | +36% |
| 4 | SPY | SPDR S&P 500 ETF TR | 30K | $18M | 6.5% | −9% |
| 5 | PYLD | PIMCO ETF TR | 632K | $17M | 5.9% | +7% |
| 6 | IDEV | ISHARES TR | 198K | $15M | 5.3% | −21% |
| 7 | NVDA | NVIDIA CORPORATION | 88K | $14M | 4.9% | ±0% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 583K | $14M | 4.9% | −1% |
| 9 | META | META PLATFORMS INC | 18K | $13M | 4.7% | +5% |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | 190K | $11M | 4.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUE SIGNAL
AC read
Blue Investment Partners LLC is a Other fund managing $285 million in assets. The fund runs a portfolio of 52 positions.
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