Blue Investment Partners LLC
CIK: 0001958029SEC EDGAR →
Portfolio Value
$285.1M
Holdings
52
As of
Q2 2025
New Positions
9
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 193,343 | $39.7M | 13.91% |
| 2 | AMAZON COM INC | 110,401 | $24.2M | 8.50% |
| 3 | WISDOMTREE TR | 373,482 | $18.8M | 6.59% |
| 4 | SPDR S&P 500 ETF TR | 29,890 | $18.5M | 6.48% |
| 5 | PIMCO ETF TR | 631,855 | $16.8M | 5.88% |
| 6 | ISHARES TR | 198,466 | $15.1M | 5.29% |
| 7 | NVIDIA CORPORATION | 88,121 | $13.9M | 4.88% |
| 8 | SCHWAB STRATEGIC TR | 583,483 | $13.9M | 4.88% |
| 9 | META PLATFORMS INC | 18,168 | $13.4M | 4.70% |
| 10 | J P MORGAN EXCHANGE TRADED F | 189,710 | $11.4M | 4.00% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $169.4M | 59.4% |
| Technology | 7 | $64.0M | 22.5% |
| Consumer Cyclical | 3 | $24.6M | 8.6% |
| Communication Services | 4 | $15.9M | 5.6% |
| Unknown | 4 | $9.5M | 3.3% |
| Healthcare | 3 | $877K | 0.3% |
| Consumer Defensive | 2 | $799K | 0.3% |