BLVD Private Wealth, LLC
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 69.9% | $41,786,212 |
| Unclassified | 14.6% | $8,731,121 |
| Technology | 10.2% | $6,074,694 |
| Consumer Cyclical | 2.0% | $1,192,357 |
| Financial Services | 1.4% | $808,393 |
| Communication Services | 0.9% | $525,752 |
| Basic Materials | 0.4% | $254,799 |
| Healthcare | 0.4% | $210,478 |
| Consumer Defensive | 0.4% | $209,493 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,486 | 661 | $236,221 | |
| NVDA | Nvidia Corp | −1,831 | 6,435 | $1,287,579 | |
| HON | Honeywell International Inc | −1,538 | 1,538 | $344,358 | |
| AMZN | Amazon Com Inc | −685 | 2,930 | $698,336 | |
| AVGO | Broadcom Inc. | −542 | 1,815 | $685,616 | |
| TT | Trane Technologies plc | −385 | 62,987 | $30,936,694 | |
| QQQ | Invesco Qqq Trust, Series 1 | −197 | 4,382 | $3,226,904 | |
| MSFT | Microsoft Corp | −196 | 2,464 | $919,121 | |
| SPY | Spdr S&P 500 ETF Trust | −141 | 3,455 | $2,580,090 | |
| META | Meta Platforms, Inc. | −135 | 514 | $289,531 | |
| AAPL | Apple Inc. | −132 | 4,624 | $1,338,000 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −58 | 4,599 | $2,402,471 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STX | Seagate Technology Holdings plc | 483 | $466,095 | |
| HONA | Honeywell Aerospace Inc. | 1,538 | $339,590 | |
| SE | Sea Ltd | 2,829 | $271,103 | |
| LIN | Linde PLC | 491 | $254,799 | |
| TSLA | Tesla, Inc. | 530 | $222,918 | |
| AZN | Astrazeneca PLC | 1,110 | $210,478 | |
| PM | Philip Morris International Inc. | 1,158 | $209,493 | |
| MA | Mastercard Inc | 390 | $200,304 | |
| NU | Nu Holdings Ltd. | 10,504 | $140,333 | |
| LYG | Lloyds Banking Group plc | 14,879 | $86,744 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TT |
Trane Technologies plc
Industrials
|
Reduced | 62,987 | $30,936,694 | 51.74% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Held | 86,993 | $7,132,556 | 11.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,382 | $3,226,904 | 5.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,455 | $2,580,090 | 4.32% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 4,599 | $2,402,471 | 4.02% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 18,287 | $1,965,852 | 3.29% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,624 | $1,338,000 | 2.24% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,435 | $1,287,579 | 2.15% | |
| ALLE |
Allegion plc
Industrials
|
Held | 7,596 | $1,067,162 | 1.78% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,464 | $919,121 | 1.54% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,528 | $729,726 | 1.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,930 | $698,336 | 1.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,815 | $685,616 | 1.15% | |
| ASML |
Asml Holding NV
Technology
|
Added | 326 | $648,557 | 1.08% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 483 | $466,095 | 0.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,164 | $381,012 | 0.64% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,538 | $344,358 | 0.58% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 1,538 | $339,590 | 0.57% | |
| SGOL |
abrdn Gold ETF Trust
|
Held | 8,215 | $314,059 | 0.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 514 | $289,531 | 0.48% | |
| SE |
Sea Ltd
Consumer Cyclical
|
NEW | 2,829 | $271,103 | 0.45% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 491 | $254,799 | 0.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 661 | $236,221 | 0.40% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 530 | $222,918 | 0.37% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 1,110 | $210,478 | 0.35% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 1,158 | $209,493 | 0.35% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Held | 1,146 | $207,597 | 0.35% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 390 | $200,304 | 0.33% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
NEW | 10,504 | $140,333 | 0.23% | |
| LYG |
Lloyds Banking Group plc
Financial Services
|
NEW | 14,879 | $86,744 | 0.15% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.