Blueprint Investment Partners LLC

CIK

1794467

Location

GREENSBORO, NC

Portfolio Value

Small $303,217,420

Diversification

Highly concentrated

Filing Date

Global Rank

#3,407 / 8,607 ▼ 74 · as of Mar 2026

Top Industry

Trucking 56.6%

3Y Alpha vs SPY

+4.3%

Period ended 3 months ago

Filed May 15, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+94.9%

SPY

+75.5%

Annualised alpha

+4.3%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

53.0%

+4.3 pts

Top 5

72.4%

+1.8 pts

Top 10

85.0%

+1.2 pts

HHI

2,963

Highly concentrated+399

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	53.0%	$160,806,886	1
Technology	15.4%	$46,629,622	6
Financial Services	11.0%	$33,422,876	9
Unclassified	6.3%	$19,072,705	4
Energy	6.0%	$18,155,600	5
Consumer Defensive	2.7%	$8,099,476	4
Communication Services	2.6%	$8,028,204	3
Healthcare	1.5%	$4,530,917	2
Consumer Cyclical	1.0%	$3,100,978	2
Utilities	0.5%	$1,370,156	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	+30,940	328,489	$11,641,650
T	At&T Inc.	+29,584	47,599	$1,379,895
SNDR	Schneider National, Inc.	+22,000	6,100,413	$160,806,886
VZ	Verizon Communications Inc	+17,769	31,315	$1,572,013
KO	Coca Cola Co	+8,061	24,118	$1,834,173
XOM	ExxonMobil Holdings Corp	+6,880	34,496	$5,852,591
INTC	Intel Corp	+5,063	16,086	$709,875
WMT	Walmart Inc.	+4,330	32,243	$4,007,160
PFE	Pfizer Inc	+4,250	20,169	$566,345
CSCO	Cisco Systems, Inc.	+3,169	18,450	$1,431,535
SPY	Spdr S&P 500 ETF Trust	+2,672	15,573	$10,127,744
JNJ	Johnson & Johnson	+2,535	16,219	$3,964,572
MPLX	Mplx LP	+995	151,993	$8,674,240
ET	Energy Transfer LP	+677	30,635	$591,255
IAU	Ishares Gold Trust	+434	94,179	$8,302,820
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−215,831	424,667	$10,357,628
AMZN	Amazon Com Inc	−25,324	13,819	$2,878,083
NVDA	Nvidia Corp	−24,995	121,228	$21,142,163
BAC	Bank Of America Corp /De/	−13,753	14,714	$717,307
MSFT	Microsoft Corp	−11,521	10,172	$3,765,369
AAPL	Apple Inc.	−10,933	61,716	$15,662,903
BRK-B	Berkshire Hathaway Inc	−4,701	10,536	$5,048,851
AVGO	Broadcom Inc.	−3,778	12,658	$3,917,777
GOOGL	Alphabet Inc.	−2,803	17,653	$5,076,296
JPM	Jpmorgan Chase & Co	−2,723	15,783	$4,642,727
FETH	Fidelity Ethereum Fund	−500	20,230	$422,402
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	13,455	$2,783,839
PG	PROCTER & GAMBLE Co	10,383	$1,499,720
DUK	Duke Energy CORP	10,464	$1,370,156
MO	Altria Group, Inc.	11,493	$758,423
FIGR	Figure Technology Solutions, Inc.	11,685	$396,705
DBL	DoubleLine Opportunistic Credit Fund	21,800	$318,280
UUUU	Energy Fuels Inc	13,900	$253,675
F	Ford Motor Co	19,315	$222,895
XRPZ	Franklin XRP Trust	15,061	$219,739
RKT	Rocket Companies, Inc.	13,060	$186,105
AOD	abrdn Total Dynamic Dividend Fund	12,337	$113,623
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	13,312	$5,986,672
IBM	International Business Machines Corp	11,884	$3,520,159
PEP	Pepsico Inc	11,255	$1,615,317
WFC	Wells Fargo & Company/Mn	10,994	$1,024,640
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $303,217,420 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDR	Schneider National, Inc. Industrials	Added	6,100,413	+22,000	$160,806,886	−0.3%	53.03%
NVDA	Nvidia Corp Technology	Reduced	121,228	-24,995	$21,142,163	−22.5%	6.97%
AAPL	Apple Inc. Technology	Reduced	61,716	-10,933	$15,662,903	−20.7%	5.17%
PHYS	Sprott Physical Gold Trust Financial Services	Added	328,489	+30,940	$11,641,650	+18.5%	3.84%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	424,667	-215,831	$10,357,628	−31.6%	3.42%
SPY	Spdr S&P 500 ETF Trust	Added	15,573	+2,672	$10,127,744	+15.1%	3.34%
MPLX	Mplx LP Energy	Added	151,993	+995	$8,674,240	+7.6%	2.86%
IAU	Ishares Gold Trust	Added	94,179	+434	$8,302,820	+9.1%	2.74%
XOM	ExxonMobil Holdings Corp Energy	Added	34,496	+6,880	$5,852,591	+76.1%	1.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,653	-2,803	$5,076,296	−20.7%	1.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,536	-4,701	$5,048,851	−34.1%	1.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,783	-2,723	$4,642,727	−22.1%	1.53%
WMT	Walmart Inc. Consumer Defensive	Added	32,243	+4,330	$4,007,160	+28.9%	1.32%
JNJ	Johnson & Johnson Healthcare	Added	16,219	+2,535	$3,964,572	+40.0%	1.31%
AVGO	Broadcom Inc. Technology	Reduced	12,658	-3,778	$3,917,777	−31.1%	1.29%
MSFT	Microsoft Corp Technology	Reduced	10,172	-11,521	$3,765,369	−64.1%	1.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,819	-25,324	$2,878,083	−68.1%	0.95%
CVX	Chevron Corp Energy	NEW	13,455	NEW	$2,783,839	NEW	0.92%
KO	Coca Cola Co Consumer Defensive	Added	24,118	+8,061	$1,834,173	+63.4%	0.60%
VZ	Verizon Communications Inc Communication Services	Added	31,315	+17,769	$1,572,013	+184.9%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	10,383	NEW	$1,499,720	NEW	0.49%
CSCO	Cisco Systems, Inc. Technology	Added	18,450	+3,169	$1,431,535	+21.6%	0.47%
T	At&T Inc. Communication Services	Added	47,599	+29,584	$1,379,895	+208.4%	0.46%
DUK	Duke Energy CORP Utilities	NEW	10,464	NEW	$1,370,156	NEW	0.45%
MO	Altria Group, Inc. Consumer Defensive	NEW	11,493	NEW	$758,423	NEW	0.25%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,714	-13,753	$717,307	−54.2%	0.24%
INTC	Intel Corp Technology	Added	16,086	+5,063	$709,875	+74.5%	0.23%
ET	Energy Transfer LP Energy	Added	30,635	+677	$591,255	+19.7%	0.19%
PFE	Pfizer Inc Healthcare	Added	20,169	+4,250	$566,345	+42.9%	0.19%
FETH	Fidelity Ethereum Fund	Reduced	20,230	-500	$422,402	−31.2%	0.14%
FIGR	Figure Technology Solutions, Inc. Financial Services	NEW	11,685	NEW	$396,705	NEW	0.13%
DBL	DoubleLine Opportunistic Credit Fund Financial Services	NEW	21,800	NEW	$318,280	NEW	0.10%
UUUU	Energy Fuels Inc Energy	NEW	13,900	NEW	$253,675	NEW	0.08%
F	Ford Motor Co Consumer Cyclical	NEW	19,315	NEW	$222,895	NEW	0.07%
XRPZ	Franklin XRP Trust	NEW	15,061	NEW	$219,739	NEW	0.07%
RKT	Rocket Companies, Inc. Financial Services	NEW	13,060	NEW	$186,105	NEW	0.06%
AOD	abrdn Total Dynamic Dividend Fund Financial Services	NEW	12,337	NEW	$113,623	NEW	0.04%