Blue Investment Partners LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 42.3% | $61,738,713 |
| Unclassified | 21.7% | $31,629,252 |
| Consumer Cyclical | 16.9% | $24,628,491 |
| Communication Services | 10.0% | $14,549,154 |
| Financial Services | 8.0% | $11,670,204 |
| Healthcare | 0.6% | $876,982 |
| Consumer Defensive | 0.5% | $799,553 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
5 positions ·
$61,738,713 total
· Technology only
· as of Jun 30, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 193,343 | $39,668,183 | 64.25% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 88,121 | $13,922,236 | 22.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,800 | $6,864,258 | 11.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 3,110 | $857,271 | 1.39% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,952 | $426,765 | 0.69% |