Blueprint Investment Partners LLC

CIK

1794467

Location

GREENSBORO, NC

Portfolio Value

Small $417,786,373

Diversification

Highly concentrated

Filing Date

Global Rank

#3,082 / 8,517 ▼ 26

Top Industry

Trucking 56.9%

3Y Alpha vs SPY

+51.4%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+412.8%

SPY

+75.3%

Annualised alpha

+51.9%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

53.1%

+12.9 pts

Top 5

75.2%

+11.9 pts

Top 10

84.8%

+8.3 pts

HHI

2,996

Highly concentrated+1,152

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	53.2%	$222,162,800	2
Technology	22.4%	$93,507,410	9
Unclassified	6.6%	$27,725,480	6
Financial Services	6.0%	$24,925,878	10
Energy	3.1%	$12,889,795	3
Communication Services	2.9%	$12,112,657	3
Consumer Defensive	2.4%	$9,839,367	5
Consumer Cyclical	2.3%	$9,448,652	3
Healthcare	1.2%	$4,849,734	2
Real Estate	0.1%	$324,600	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+64,696	185,924	$37,201,533
AAPL	Apple Inc.	+24,804	86,520	$25,035,427
XRPZ	Franklin XRP Trust	+24,332	39,393	$447,110
AMZN	Amazon Com Inc	+16,601	30,420	$7,250,302
BAC	Bank Of America Corp /De/	+14,787	29,501	$1,680,966
BRK-B	Berkshire Hathaway Inc	+13,614	24,150	$12,084,418
SPY	Spdr S&P 500 ETF Trust	+8,468	24,041	$17,953,097
MSFT	Microsoft Corp	+7,343	17,515	$6,533,445
MPLX	Mplx LP	+4,977	156,970	$8,842,120
F	Ford Motor Co	+3,918	23,233	$322,938
PG	PROCTER & GAMBLE Co	+2,817	13,200	$1,935,648
VZ	Verizon Communications Inc	+2,752	34,067	$1,442,396
IAU	Ishares Gold Trust	+2,571	96,750	$7,305,592
JNJ	Johnson & Johnson	+1,904	18,123	$4,602,698
KO	Coca Cola Co	+1,061	25,179	$2,046,297
AVGO	Broadcom Inc.	+1,017	13,675	$5,165,731
RKT	Rocket Companies, Inc.	+854	13,914	$219,145
JPM	Jpmorgan Chase & Co	+770	16,553	$5,418,293
ET	Energy Transfer LP	+74	30,709	$587,156
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−346,608	78,059	$1,472,973
PHYS	Sprott Physical Gold Trust	−273,896	54,593	$1,647,070
T	At&T Inc.	−31,306	16,293	$337,265
SNDR	Schneider National, Inc.	−25,023	6,075,390	$221,933,996
PFE	Pfizer Inc	−9,910	10,259	$247,036
XOM	ExxonMobil Holdings Corp	−9,185	25,311	$3,460,519
WMT	Walmart Inc.	−6,112	26,131	$2,959,597
DBL	DoubleLine Opportunistic Credit Fund	−4,300	17,500	$251,650
GOOGL	Alphabet Inc.	−2,133	28,914	$10,332,996
CSCO	Cisco Systems, Inc.	−1,487	16,963	$1,992,473
FETH	Fidelity Ethereum Fund	−1,254	18,976	$298,682
MO	Altria Group, Inc.	−1,116	10,377	$746,625
INTC	Intel Corp	−286	15,800	$2,206,154
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	13,919	$6,031,520
CLS	Celestica Inc	16,402	$5,983,449
ANET	Arista Networks, Inc.	19,765	$3,357,678
PM	Philip Morris International Inc.	11,891	$2,151,200
ORLY	O Reilly Automotive Inc	20,365	$1,875,412
INV	Innventure, Inc.	302,762	$1,535,003
GLDM	World Gold Trust	15,628	$1,241,175
SGOL	abrdn Gold ETF Trust	12,551	$479,824
NLY	Annaly Capital Management Inc	14,517	$324,600
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	18,620	$257,514
QXO	QXO, Inc.	13,241	$228,804
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	454,804	$41,678,238
VEA	Vanguard FTSE Developed Markets ETF	209,729	$13,439,434
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	118,585	$11,881,031
VB	Vanguard Morningstar Small-Cap ETF	15,934	$4,173,433
CGBL	Capital Group Core Balanced ETF	96,497	$3,320,461
CGGR	Capital Group Growth ETF	82,197	$3,303,497
CVX	Chevron Corp	13,455	$2,783,839
CGGE	Capital Group Global Equity ETF	90,826	$2,770,193
CGUS	Capital Group Core Equity ETF	64,265	$2,469,061
CGGO	Capital Group Global Growth Equity ETF	62,762	$2,094,367
CGDG	Capital Group Dividend Growers ETF	54,858	$1,969,402
CGCB	Capital Group Core Bond ETF	53,049	$1,393,066
DUK	Duke Energy CORP	10,464	$1,370,156
CGDV	Capital Group Dividend Value ETF	27,620	$1,174,954
CGNG	Capital Group New Geography Equity ETF	23,638	$746,251
BIBL	Inspire 100 ETF	13,602	$641,334
BNDX	Vanguard Total International Bond ETF	12,774	$613,790
BKAG	BNY Mellon Core Bond ETF	10,718	$452,299
BTCK	Teucrium Commodity Trust	13,357	$314,824
UUUU	Energy Fuels Inc	13,900	$253,675
AOD	abrdn Total Dynamic Dividend Fund	12,337	$113,623
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $417,786,373 total · filing declares 159 positions · $1,199,270,431 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDR	Schneider National, Inc. Industrials	Reduced	6,075,390	-25,023	$221,933,996	+38.0%	53.12%
NVDA	Nvidia Corp Technology	Added	185,924	+64,696	$37,201,533	+76.0%	8.90%
AAPL	Apple Inc. Technology	Added	86,520	+24,804	$25,035,427	+59.8%	5.99%
SPY	Spdr S&P 500 ETF Trust	Added	24,041	+8,468	$17,953,097	+77.3%	4.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,150	+13,614	$12,084,418	+139.3%	2.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,914	-2,133	$10,332,996	+15.9%	2.47%
MPLX	Mplx LP Energy	Added	156,970	+4,977	$8,842,120	+1.9%	2.12%
IAU	Ishares Gold Trust	Added	96,750	+2,571	$7,305,592	−12.0%	1.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,420	+16,601	$7,250,302	+151.9%	1.74%
MSFT	Microsoft Corp Technology	Added	17,515	+7,343	$6,533,445	+73.5%	1.56%
LRCX	Lam Research Corp Technology	NEW	13,919	NEW	$6,031,520	NEW	1.44%
CLS	Celestica Inc Technology	NEW	16,402	NEW	$5,983,449	NEW	1.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,553	+770	$5,418,293	+16.7%	1.30%
AVGO	Broadcom Inc. Technology	Added	13,675	+1,017	$5,165,731	+31.9%	1.24%
JNJ	Johnson & Johnson Healthcare	Added	18,123	+1,904	$4,602,698	+16.1%	1.10%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,311	-9,185	$3,460,519	−40.9%	0.83%
ANET	Arista Networks, Inc. Technology	NEW	19,765	NEW	$3,357,678	NEW	0.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,131	-6,112	$2,959,597	−26.1%	0.71%
INTC	Intel Corp Technology	Reduced	15,800	-286	$2,206,154	+210.8%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	NEW	11,891	NEW	$2,151,200	NEW	0.51%
KO	Coca Cola Co Consumer Defensive	Added	25,179	+1,061	$2,046,297	+11.6%	0.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,963	-1,487	$1,992,473	+39.2%	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,200	+2,817	$1,935,648	+29.1%	0.46%
ORLY	O Reilly Automotive Inc Consumer Cyclical	NEW	20,365	NEW	$1,875,412	NEW	0.45%
BAC	Bank Of America Corp /De/ Financial Services	Added	29,501	+14,787	$1,680,966	+134.3%	0.40%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	54,593	-273,896	$1,647,070	−85.9%	0.39%
INV	Innventure, Inc. Financial Services	NEW	302,762	NEW	$1,535,003	NEW	0.37%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	78,059	-346,608	$1,472,973	−85.8%	0.35%
VZ	Verizon Communications Inc Communication Services	Added	34,067	+2,752	$1,442,396	−8.2%	0.35%
GLDM	World Gold Trust	NEW	15,628	NEW	$1,241,175	NEW	0.30%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,377	-1,116	$746,625	−1.6%	0.18%
ET	Energy Transfer LP Energy	Added	30,709	+74	$587,156	−0.7%	0.14%
SGOL	abrdn Gold ETF Trust	NEW	12,551	NEW	$479,824	NEW	0.11%
XRPZ	Franklin XRP Trust	Added	39,393	+24,332	$447,110	+103.5%	0.11%
FIGR	Figure Technology Solutions, Inc. Financial Services	Held	11,685	0	$358,846	−9.5%	0.09%
T	At&T Inc. Communication Services	Reduced	16,293	-31,306	$337,265	−75.6%	0.08%
NLY	Annaly Capital Management Inc Real Estate	NEW	14,517	NEW	$324,600	NEW	0.08%
F	Ford Motor Co Consumer Cyclical	Added	23,233	+3,918	$322,938	+44.9%	0.08%
FETH	Fidelity Ethereum Fund	Reduced	18,976	-1,254	$298,682	−29.3%	0.07%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	NEW	18,620	NEW	$257,514	NEW	0.06%
DBL	DoubleLine Opportunistic Credit Fund Financial Services	Reduced	17,500	-4,300	$251,650	−20.9%	0.06%
PFE	Pfizer Inc Healthcare	Reduced	10,259	-9,910	$247,036	−56.4%	0.06%
QXO	QXO, Inc. Industrials	NEW	13,241	NEW	$228,804	NEW	0.05%
RKT	Rocket Companies, Inc. Financial Services	Added	13,914	+854	$219,145	+17.8%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.