Blue Investment Partners LLC

CIK

1958029

Location

ALAMO, CA

Portfolio Value

Micro $799,553

Diversification

Diversified

Filing Date

Global Rank

#4,701 / 7,994 ▼ 99

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

+68.7%

SPY

+78.1%

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

2 positions · $799,553 total · Consumer Defensive only · 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	History
COST	Costco Wholesale Corp /New Consumer Defensive	Held	588	0	$582,084	+4.7%	72.80%
PEP	Pepsico Inc Consumer Defensive	Held	1,647	0	$217,469	−11.9%	27.20%