Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BLUE SQUARE ASSET MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

BLUE SQUARE ASSET MANAGEMENT, LLC (CIK 1769578) reported $210.6M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJR ($15.1M, 7.17%), GBIL ($14.8M, 7.04%), VOO ($14.2M, 6.75%), NVDA ($10.2M, 4.82%), SCHM ($9.5M, 4.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IJRISHARES CORE S&P SMALL CAP ETF$15.1M7.17%121,430Added
2GBILACCESS TREASURY 0-1 YEAR ETF$14.8M7.04%147,926Added
3VOOVANGUARD S&P 500 ETF$14.2M6.75%23,798Trimmed
4NVDANVIDIA CORPORATION COM$10.2M4.82%58,262Added
5SCHMSCHWAB U.S. MID-CAP ETF$9.5M4.52%307,556Added
6QQQINVESCO QQQ TRUST SERIES I$9.3M4.39%16,033Trimmed
7SCHFSCHWAB INTERNATIONAL EQUITY ETF$8.4M4.00%340,473Added
8AAPLAPPLE INC COM$8.3M3.93%32,638Added
9GOOGLALPHABET INC CAP STK CL A$8.2M3.90%28,550Added
10TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$7.8M3.72%23,203Added
11AMZNAMAZON COM INC COM$7.4M3.51%35,512Added
12ASMLASML HLDG NV N Y REGISTRY SHS$6.3M3.01%4,805Added
13ISRGINTUITIVE SURGICAL INC COM NEW$6.0M2.85%13,026Added
14GSGOLDMAN SACHS GROUP INC COM$5.9M2.82%7,009Added
15CRWDCROWDSTRIKE HLDGS INC CL A$5.3M2.54%13,700Added
16AMGNAMGEN INC COM$5.3M2.52%15,087Added
17MSFTMICROSOFT CORP COM$5.2M2.45%13,919Added
18TSLATESLA INC COM$4.4M2.07%11,750Added
19SCCOSOUTHERN COPPER CORP COM$4.2M2.01%24,611Added
20JPMJPMORGAN CHASE & CO COM$3.7M1.77%12,657Added
21NVSNOVARTIS AG SPONSORED ADR$3.7M1.75%24,128Added
22INDAISHARES MSCI INDIA ETF$3.6M1.69%75,939Trimmed
23INGING GROEP N.V. SPONSORED ADR$3.5M1.67%134,943Added
24BLKBLACKROCK INC COM$3.3M1.56%3,425Added
25SONYSONY GROUP CORP SPONSORED ADR$3.2M1.52%154,754Trimmed

Source: SEC Form 13F filings · as of 2026-03-31