Blue Investment Partners LLC

CIK

1958029

Location

ALAMO, CA

Portfolio Value

Small $145,892,349

Diversification

Diversified

Filing Date

Global Rank

#4,698 / 7,991 ▼ 100

Top Industry

Consumer Electronics 34.7%

3Y Alpha vs SPY

-2.2%

Period ended 12 months ago

Filed Aug 6, 2025 · 10mo

11 quarters · since Dec 2022

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

+66.8%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−25.4%

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

29 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

27.2%

−4.3 pts

Top 5

75.2%

+0.5 pts

Top 10

93.9%

+0.2 pts

HHI

1,440

Diversified−160

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	42.3%	$61,738,713	5
Unclassified	21.7%	$31,629,252	6
Consumer Cyclical	16.9%	$24,628,491	3
Communication Services	10.0%	$14,549,154	3
Financial Services	8.0%	$11,670,204	7
Healthcare	0.6%	$876,982	3
Consumer Defensive	0.5%	$799,553	2

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+4,458	6,464	$3,565,800
IAU	Ishares Gold Trust	+2,419	86,111	$5,369,881
META	Meta Platforms, Inc.	+848	18,168	$13,409,619
IBIT	iShares Bitcoin Trust ETF	+466	31,485	$1,927,196
MSFT	Microsoft Corp	+1	13,800	$6,864,258
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−33,071	5,317	$937,014
SPY	Spdr S&P 500 ETF Trust	−3,088	29,890	$18,467,536
AAPL	Apple Inc.	−192	193,343	$39,668,183
AMZN	Amazon Com Inc	−166	110,401	$24,220,875
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BLK	BlackRock, Inc.	202	$211,948
BKNG	Booking Holdings Inc.	35	$202,623
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ENVX	Enovix Corp	110,469	$810,842
UNH	Unitedhealth Group Inc	455	$238,306
PG	PROCTER & GAMBLE Co	1,218	$207,571
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $145,892,349 total · as of Jun 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	193,343	-192	$39,668,183	−7.7%	27.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	110,401	-166	$24,220,875	+15.1%	16.60%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,890	-3,088	$18,467,536	+0.1%	12.66%
NVDA	Nvidia Corp Technology	Held	88,121	0	$13,922,236	+45.8%	9.54%
META	Meta Platforms, Inc. Communication Services	Added	18,168	+848	$13,409,619	+34.3%	9.19%
BAC	Bank Of America Corp /De/ Financial Services	Held	200,479	0	$9,486,666	+13.4%	6.50%
MSFT	Microsoft Corp Technology	Added	13,800	+1	$6,864,258	+32.5%	4.71%
IAU	Ishares Gold Trust	Added	86,111	+2,419	$5,369,881	+8.8%	3.68%
QQQ	Invesco Qqq Trust, Series 1	Added	6,464	+4,458	$3,565,800	+279.1%	2.44%
GBTC	Grayscale Bitcoin Trust ETF	Held	23,583	0	$2,000,545	+30.2%	1.37%
IBIT	iShares Bitcoin Trust ETF	Added	31,485	+466	$1,927,196	+32.7%	1.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,317	-33,071	$937,014	−84.2%	0.64%
AVGO	Broadcom Inc. Technology	Held	3,110	0	$857,271	+64.6%	0.59%
V	Visa Inc. Financial Services	Held	1,935	0	$687,021	+1.3%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,062	0	$597,794	+18.2%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	588	0	$582,084	+4.7%	0.40%
ORCL	Oracle Corp Technology	Held	1,952	0	$426,765	+56.4%	0.29%
ABBV	AbbVie Inc. Healthcare	Held	2,061	0	$382,562	−11.4%	0.26%
BTC	Grayscale Bitcoin Mini Trust ETF	Held	6,247	0	$298,294	+30.9%	0.20%
SYK	Stryker Corp Healthcare	Held	700	0	$276,941	+6.3%	0.19%
BX	Blackstone Inc. Financial Services	Held	1,747	0	$261,316	+7.0%	0.18%
ABT	Abbott Laboratories Healthcare	Held	1,599	0	$217,479	+2.5%	0.15%
PEP	Pepsico Inc Consumer Defensive	Held	1,647	0	$217,469	−11.9%	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	446	0	$216,653	−8.8%	0.15%
BLK	BlackRock, Inc. Financial Services	NEW	202	NEW	$211,948	NEW	0.15%
SPGI	S&P Global Inc. Financial Services	Held	396	0	$208,806	+3.8%	0.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,660	0	$204,993	+1.4%	0.14%
BKNG	Booking Holdings Inc. Consumer Cyclical	NEW	35	NEW	$202,623	NEW	0.14%
TMUS	T-Mobile US, Inc. Communication Services	Held	850	0	$202,521	−10.7%	0.14%