StockDriftsStockDriftsTop 50 Blue Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 13.91% | 193.3K | $39.7M | -0.10%(-192) | $147.09 | 2025-06-30 | |
| AMZN | AMAZON COM INC | 8.5% | 110.4K | $24.2M | -0.15%(-166) | $125.71 | 2025-06-30 | |
| USFR | WISDOMTREE TR | 6.59% | 373.5K | $18.8M | +35.92%(+98.70K) | $48.48 | 2025-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 6.48% | 29.9K | $18.5M | -9.36%(-3.09K) | $424.13 | 2025-06-30 | |
| PYLD | PIMCO ETF TR | 5.88% | 631.9K | $16.8M | +7.08%(+41.76K) | $25.03 | 2025-06-30 | |
| IDEV | ISHARES TR | 5.29% | 198.5K | $15.1M | -21.07%(-52.97K) | $61.59 | 2025-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.88% | 88.1K | $13.9M | +0.00%(+0) | $118.90 | 2025-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.88% | 583.5K | $13.9M | -0.60%(-3.53K) | $20.47 | 2025-06-30 | |
| META | META PLATFORMS INC | 4.7% | 18.2K | $13.4M | +4.90%(+848) | $505.26 | 2025-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4% | 189.7K | $11.4M | +5.96%(+10.66K) | $53.37 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Blue Investment Partners Llc reports $285.09M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (13.9%), AMZN (8.5%) and USFR (6.6%). The top 20 holdings account for 91.5% of reported assets. Figures reflect the Q2 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Investment Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1958029). View Blue Investment Partners Llc’s 13F filings on SEC