Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Investment Partners LLC (CIK 1958029) reported $285.1M across 52 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: AAPL ($39.7M, 13.91%), AMZN ($24.2M, 8.50%), USFR ($18.8M, 6.59%), SPY ($18.5M, 6.48%), PYLD ($16.8M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $39.7M | 13.91% | 193,343 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $24.2M | 8.50% | 110,401 | Trimmed |
| 3 | USFR | WISDOMTREE TR | $18.8M | 6.59% | 373,482 | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $18.5M | 6.48% | 29,890 | Trimmed |
| 5 | PYLD | PIMCO ETF TR | $16.8M | 5.88% | 631,855 | Added |
| 6 | IDEV | ISHARES TR | $15.1M | 5.29% | 198,466 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $13.9M | 4.88% | 583,483 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $13.9M | 4.88% | 88,121 | Hold |
| 9 | META | META PLATFORMS INC | $13.4M | 4.70% | 18,168 | Added |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $11.4M | 4.00% | 189,710 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $10.8M | 3.81% | 59,691 | Added |
| 12 | JAAA | JANUS DETROIT STR TR | $10.3M | 3.61% | 202,784 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $10.3M | 3.61% | 222,272 | Added |
| 14 | BAC | BANK AMERICA CORP | $9.5M | 3.33% | 200,479 | Hold |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $9.0M | 3.16% | 157,884 | Added |
| 16 | MSFT | MICROSOFT CORP | $6.9M | 2.41% | 13,800 | Added |
| 17 | AVDV | AMERICAN CENTY ETF TR | $5.5M | 1.95% | 69,973 | New |
| 18 | IAU | ISHARES GOLD TR | $5.4M | 1.88% | 86,111 | Added |
| 19 | TLT | ISHARES TR | $3.9M | 1.38% | 44,507 | Added |
| 20 | QQQ | INVESCO QQQ TR | $3.6M | 1.25% | 6,464 | Added |
| 21 | JSI | JANUS DETROIT STR TR | $3.4M | 1.18% | 63,924 | Added |
| 22 | VBK | VANGUARD INDEX FDS | $3.3M | 1.14% | 11,781 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $2.2M | 0.76% | 7,128 | New |
| 24 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.0M | 0.70% | 23,583 | Hold |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $1.9M | 0.68% | 31,485 | Added |
Source: SEC Form 13F filings · as of 2025-06-30