BlueStem Wealth Partners, LLC
Filing Date
Global Rank
#7,315
/ 8,586
▲ 59
Top Industry
Consumer Electronics
15.7%
3Y Alpha vs SPY
-12.1%
Period ended 3 months ago
Filed May 7, 2026 · 40d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.0%
SPY
+25.8%
Annualised alpha
-12.1%
Max drawdown
−21.2%
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
46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.3%
−0.0 pts
Top 5
40.6%
−1.2 pts
Top 10
58.2%
−2.6 pts
HHI
522
Diversified−18
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.3% | $9,590,940 |
| Financial Services | 17.6% | $5,782,145 |
| Healthcare | 13.9% | $4,551,296 |
| Consumer Cyclical | 11.9% | $3,884,750 |
| Industrials | 9.9% | $3,236,292 |
| Communication Services | 6.6% | $2,148,376 |
| Energy | 3.3% | $1,082,289 |
| Consumer Defensive | 3.0% | $980,016 |
| Unclassified | 2.7% | $877,270 |
| Basic Materials | 1.1% | $363,110 |
| Utilities | 0.8% | $268,189 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +6,649 | 12,401 | $604,548 | |
| PRU | Prudential Financial Inc | +1,079 | 5,853 | $571,779 | |
| OBDC | Blue Owl Capital Corp | +1,032 | 36,475 | $403,413 | |
| NVDA | Nvidia Corp | +640 | 14,141 | $2,466,190 | |
| MSFT | Microsoft Corp | +609 | 3,728 | $1,379,993 | |
| AVGO | Broadcom Inc. | +411 | 1,714 | $530,500 | |
| KKR | KKR & Co. Inc. | +378 | 2,447 | $226,347 | |
| AMZN | Amazon Com Inc | +353 | 7,311 | $1,522,661 | |
| NAT | NORDIC AMERICAN TANKERS Ltd | +313 | 10,981 | $64,348 | |
| AAPL | Apple Inc. | +295 | 19,692 | $4,997,632 | |
| GOOGL | Alphabet Inc. | +220 | 5,206 | $1,497,037 | |
| META | Meta Platforms, Inc. | +167 | 772 | $441,684 | |
| FAST | Fastenal Co | +134 | 13,035 | $604,824 | |
| WMT | Walmart Inc. | +108 | 2,674 | $332,324 | |
| TSLA | Tesla, Inc. | +102 | 5,059 | $1,880,683 | |
| TJX | Tjx Companies Inc /De/ | +71 | 1,682 | $268,615 | |
| JNJ | Johnson & Johnson | +70 | 1,438 | $351,504 | |
| JPM | Jpmorgan Chase & Co | +65 | 1,590 | $467,714 | |
| GE | General Electric Co | +64 | 1,915 | $543,419 | |
| MDT | Medtronic plc | +61 | 4,402 | $381,433 | |
| BSX | Boston Scientific Corp | +49 | 17,556 | $1,101,639 | |
| MCK | Mckesson Corp | +27 | 328 | $283,838 | |
| TGT | Target Corp | +24 | 5,344 | $647,692 | |
| LLY | ELI LILLY & Co | +24 | 349 | $320,999 | |
| BRK-B | Berkshire Hathaway Inc | +21 | 481 | $230,495 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −215 | 2,391 | $405,657 | |
| SPY | Spdr S&P 500 ETF Trust | −144 | 599 | $389,553 | |
| WFC | Wells Fargo & Company/Mn | −138 | 7,424 | $591,024 | |
| MMM | 3M Co | −108 | 4,030 | $585,276 | |
| AMP | Ameriprise Financial Inc | −96 | 5,496 | $2,442,422 | |
| UNH | Unitedhealth Group Inc | −82 | 3,416 | $924,335 | |
| LNG | Cheniere Energy, Inc. | −36 | 1,258 | $356,970 | |
| AXP | American Express Co | −18 | 808 | $244,403 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FICO | Fair Isaac Corp | 182 | $307,692 | |
| IBIT | iShares Bitcoin Trust ETF | 6,071 | $301,425 | |
| HBAN | Huntington Bancshares Inc /Md/ | 14,681 | $254,715 | |
| ADP | Automatic Data Processing Inc | 888 | $228,420 | |
| TMO | Thermo Fisher Scientific Inc. | 393 | $227,723 | |
| MS | Morgan Stanley | 1,245 | $221,024 | |
| CRM | Salesforce, Inc. | 833 | $220,670 | |
| ADI | Analog Devices Inc | 760 | $206,112 | |
| No positions match the current search. | ||||
3 positions ·
$2,148,376 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,206 | $1,497,037 | 69.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 772 | $441,684 | 20.56% | |
| T |
At&T Inc.
Communication Services
|
NEW | 7,232 | $209,655 | 9.76% |