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Blue Jean Financial Llc

Portfolio Manager
Blue Jean Financial Llc
Performance
-8.35% (2026 Q1)
AUM (13F)
$121.31M
# of Holdings
68
Performance Rank
Allocation (Top 20)
51.3%

Blue Jean Financial Llc Holdings Map

Top 50 Blue Jean Financial Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GEV
GE VERNOVA INC
3.92%5.5K$4.8M
-2.07%(-115)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.6K shares2026-Q1: 5.5K shares
$634.24(+67.54%)
2026-03-31
VRT
VERTIV HOLDINGS CO
3.5%17.0K$4.2M
-0.79%(-135)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.1K shares2026-Q1: 17.0K shares
$156.43(+136.51%)
2026-03-31
AMZN
AMAZON COM INC
3.15%18.4K$3.8M
+155.44%(+11.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.2K shares2026-Q1: 18.4K shares
$221.76(+21.81%)
2026-03-31
AAOI
APPLIED OPTOELECTRONICS INC
3.07%44.0K$3.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 44.0K shares
$59.72(+273.55%)
2026-03-31
TSLA
TESLA INC
3.05%9.9K$3.7M
-2.25%(-229)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.2K shares2026-Q1: 9.9K shares
$447.22(-0.44%)
2026-03-31
AAPL
APPLE INC
3.04%14.5K$3.7M
+131.46%(+8.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.3K shares2026-Q1: 14.5K shares
$263.01(+13.64%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.97%7.5K$3.6M
+145.05%(+4.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.1K shares2026-Q1: 7.5K shares
$492.14(-1.34%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.92%20.3K$3.5M
+144.37%(+12.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.3K shares2026-Q1: 20.3K shares
$182.94(+23.44%)
2026-03-31
GOOG
ALPHABET INC
2.87%12.1K$3.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 12.1K shares
$300.33(+32.87%)
2026-03-31
SNDK
SANDISK CORP
2.83%5.4K$3.4M
+1.41%(+75)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.3K shares2026-Q1: 5.4K shares
$178.42(+711.14%)
2026-03-31

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