Bluesphere Advisors LLC

CIK

1844108

Location

EAST NORRITON, PA

Portfolio Value

Micro $59,328,576

Diversification

Diversified

Filing Date

Global Rank

#6,254 / 8,232 ▲ 245

Top Industry

Software - Infrastructure 13.6%

3Y Alpha vs SPY

-0.6%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+73.9%

SPY

+76.3%

Annualised alpha

-0.6%

Max drawdown

−18.9%

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

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

Top Position

10.1%

−2.6 pts

Top 5

41.3%

−2.1 pts

Top 10

59.3%

−2.4 pts

HHI

482

Diversified−73

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$17,234,919	8
Communication Services	14.1%	$8,379,349	4
Financial Services	13.4%	$7,965,735	10
Unclassified	12.2%	$7,243,256	7
Healthcare	9.5%	$5,645,498	6
Consumer Cyclical	8.5%	$5,035,113	6
Consumer Defensive	7.9%	$4,663,099	5
Industrials	2.5%	$1,504,015	4
Energy	2.4%	$1,401,945	4
Basic Materials	0.4%	$255,647	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+7,634	32,415	$5,653,176
UNH	Unitedhealth Group Inc	+2,948	11,420	$3,090,137
AAPL	Apple Inc.	+2,598	10,898	$2,765,803
MSFT	Microsoft Corp	+966	15,633	$5,786,867
SPY	Spdr S&P 500 ETF Trust	+724	1,073	$697,814
WMT	Walmart Inc.	+449	5,633	$700,069
AVGO	Broadcom Inc.	+369	2,279	$705,373
TJX	Tjx Companies Inc /De/	+300	6,092	$972,892
TMO	Thermo Fisher Scientific Inc.	+225	694	$341,121
TSLA	Tesla, Inc.	+111	658	$244,611
MO	Altria Group, Inc.	+35	6,796	$448,468
PAG	Penske Automotive Group, Inc.	+21	8,186	$1,223,970
AMZN	Amazon Com Inc	+19	8,081	$1,683,029
BRK-B	Berkshire Hathaway Inc	+5	4,251	$2,037,079
MRK	Merck & Co., Inc.	+3	1,987	$239,016
HD	Home Depot, Inc.	+3	1,862	$612,393
LLY	ELI LILLY & Co	+2	1,521	$1,398,970
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−13,919	15,212	$1,036,545
GOOGL	Alphabet Inc.	−3,400	20,900	$6,010,004
PM	Philip Morris International Inc.	−859	16,832	$2,783,002
META	Meta Platforms, Inc.	−811	1,398	$799,837
NFLX	Netflix Inc	−649	13,696	$1,316,870
JPM	Jpmorgan Chase & Co	−508	3,696	$1,087,215
BABA	Alibaba Group Holding Ltd	−293	2,377	$298,218
VRT	Vertiv Holdings Co	−240	2,809	$703,879
GLDM	World Gold Trust	−172	2,374	$220,046
PG	PROCTER & GAMBLE Co	−155	2,443	$352,866
MDLZ	Mondelez International, Inc.	−125	6,570	$378,694
GLD	Spdr Gold Trust	−101	9,198	$3,957,807
GS	Goldman Sachs Group Inc	−20	1,600	$1,353,584
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	2,615	$443,660
MU	Micron Technology Inc	1,187	$401,016
WM	Waste Management Inc	1,484	$341,008
ABBV	AbbVie Inc.	1,556	$338,414
DBA	Invesco Db Agriculture Fund	12,160	$332,211
V	Visa Inc.	909	$274,736
DOW	Dow Inc.	6,138	$255,647
LMT	Lockheed Martin Corp	399	$241,151
DVN	Devon Energy Corp/De	4,744	$238,718
JNJ	Johnson & Johnson	973	$237,840
PSX	Phillips 66	1,239	$225,721
RTX	RTX Corp	1,130	$217,977
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	1,640	$579,362
ORCL	Oracle Corp	1,931	$376,371
UBER	Uber Technologies, Inc	4,218	$344,652
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $59,328,576 total · as of Mar 31, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	20,900	-3,400	$6,010,004	−21.0%	10.13%
MSFT	Microsoft Corp Technology	Added	15,633	+966	$5,786,867	−18.4%	9.75%
NVDA	Nvidia Corp Technology	Added	32,415	+7,634	$5,653,176	+22.3%	9.53%
GLD	Spdr Gold Trust	Reduced	9,198	-101	$3,957,807	+7.4%	6.67%
UNH	Unitedhealth Group Inc Healthcare	Added	11,420	+2,948	$3,090,137	+10.5%	5.21%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	16,832	-859	$2,783,002	−1.9%	4.69%
AAPL	Apple Inc. Technology	Added	10,898	+2,598	$2,765,803	+22.6%	4.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,251	+5	$2,037,079	−4.6%	3.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,081	+19	$1,683,029	−9.6%	2.84%
LLY	ELI LILLY & Co Healthcare	Added	1,521	+2	$1,398,970	−14.3%	2.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,600	-20	$1,353,584	−4.9%	2.28%
NFLX	Netflix Inc Communication Services	Reduced	13,696	-649	$1,316,870	−2.1%	2.22%
PANW	Palo Alto Networks Inc Technology	Held	8,156	0	$1,307,569	−13.0%	2.20%
PAG	Penske Automotive Group, Inc. Consumer Cyclical	Added	8,186	+21	$1,223,970	−5.3%	2.06%
MTB	M&T Bank Corp Financial Services	Held	5,557	0	$1,148,743	+2.6%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,696	-508	$1,087,215	−19.7%	1.83%
SLV	iShares Silver Trust	Reduced	15,212	-13,919	$1,036,545	−44.8%	1.75%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	6,092	+300	$972,892	+9.3%	1.64%
CFG	Citizens Financial Group Inc/Ri Financial Services	Held	15,180	0	$910,344	+2.7%	1.53%
META	Meta Platforms, Inc. Communication Services	Reduced	1,398	-811	$799,837	−45.1%	1.35%
AVGO	Broadcom Inc. Technology	Added	2,279	+369	$705,373	+6.7%	1.19%
VRT	Vertiv Holdings Co Industrials	Reduced	2,809	-240	$703,879	+42.5%	1.19%
WMT	Walmart Inc. Consumer Defensive	Added	5,633	+449	$700,069	+21.2%	1.18%
SPY	Spdr S&P 500 ETF Trust	Added	1,073	+724	$697,814	+193.2%	1.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,862	+3	$612,393	−4.3%	1.03%
QQQ	Invesco Qqq Trust, Series 1	Held	916	0	$528,696	−6.0%	0.89%
EQT	EQT Corp Energy	Held	7,760	0	$493,846	+18.7%	0.83%
C	Citigroup Inc Financial Services	Held	4,162	0	$472,012	−2.8%	0.80%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,015	0	$470,137	−3.6%	0.79%
MO	Altria Group, Inc. Consumer Defensive	Added	6,796	+35	$448,468	+15.0%	0.76%
XOM	Exxon Mobil Corp Energy	NEW	2,615	NEW	$443,660	NEW	0.75%
MU	Micron Technology Inc Technology	NEW	1,187	NEW	$401,016	NEW	0.68%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	6,570	-125	$378,694	+5.1%	0.64%
MSI	Motorola Solutions, Inc. Technology	Held	853	0	$370,176	+13.2%	0.62%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	2,708	0	$366,202	−1.9%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,443	-155	$352,866	−5.2%	0.59%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	694	+225	$341,121	+25.5%	0.57%
WM	Waste Management Inc Industrials	NEW	1,484	NEW	$341,008	NEW	0.57%
ABBV	AbbVie Inc. Healthcare	NEW	1,556	NEW	$338,414	NEW	0.57%
DBA	Invesco Db Agriculture Fund	NEW	12,160	NEW	$332,211	NEW	0.56%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	2,377	-293	$298,218	−23.8%	0.50%
V	Visa Inc. Financial Services	NEW	909	NEW	$274,736	NEW	0.46%
DOW	Dow Inc. Basic Materials	NEW	6,138	NEW	$255,647	NEW	0.43%
SPOT	Spotify Technology S.A. Communication Services	Held	521	0	$252,638	−16.5%	0.43%
QCOM	Qualcomm Inc/De Technology	Held	1,902	0	$244,939	−24.7%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	658	+111	$244,611	−0.6%	0.41%
LMT	Lockheed Martin Corp Industrials	NEW	399	NEW	$241,151	NEW	0.41%
MRK	Merck & Co., Inc. Healthcare	Added	1,987	+3	$239,016	+14.5%	0.40%
DVN	Devon Energy Corp/De Energy	NEW	4,744	NEW	$238,718	NEW	0.40%
JNJ	Johnson & Johnson Healthcare	NEW	973	NEW	$237,840	NEW	0.40%