BLVD Private Wealth, LLC

CIK

2079537

Location

Prospect, KY

Portfolio Value

Micro $51,583,930

Diversification

Highly concentrated

Filing Date

Global Rank

#6,436 / 8,232 ▲ 209

Top Industry

Building Products & Equipment 60.3%

3Y Alpha vs SPY

-9.9%

Period ended 2 months ago

Filed Apr 24, 2026 · 50d

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.9%

SPY

+16.0%

Annualised alpha

-9.9%

Max drawdown

−13.9%

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

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.2%

+4.4 pts

Top 5

78.5%

+3.5 pts

Top 10

91.2%

+1.0 pts

HHI

2,910

Highly concentrated+411

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	71.6%	$36,954,863	5
Unclassified	15.0%	$7,755,810	5
Technology	9.7%	$4,995,183	6
Consumer Cyclical	1.5%	$752,896	1
Communication Services	1.1%	$579,505	2
Financial Services	0.7%	$342,402	1
Consumer Defensive	0.4%	$203,271	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	−4,541	18,057	$1,776,447
IR	Ingersoll Rand Inc.	−1,240	86,993	$6,969,879
DIA	Spdr Dow Jones Industrial Average ETF Trust	−597	4,657	$2,157,075
AAPL	Apple Inc.	−494	4,756	$1,207,025
MSFT	Microsoft Corp	−426	2,660	$984,652
AMZN	Amazon Com Inc	−426	3,615	$752,896
NVDA	Nvidia Corp	−371	8,266	$1,441,590
TT	Trane Technologies plc	−233	63,372	$26,409,647
QQQ	Invesco Qqq Trust, Series 1	−211	4,579	$2,642,907
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−92	988	$333,894
SPY	Spdr S&P 500 ETF Trust	−76	3,596	$2,338,622
GOOGL	Alphabet Inc.	−72	724	$208,193
AVGO	Broadcom Inc.	−41	2,357	$729,515
META	Meta Platforms, Inc.	−36	649	$371,312
ASML	Asml Holding NV	−8	226	$298,507
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SGOL	abrdn Gold ETF Trust	8,215	$366,553
GLTR	abrdn Precious Metals Basket ETF Trust	1,146	$250,653
COST	Costco Wholesale Corp /New	204	$203,271
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	543	$244,197
V	Visa Inc.	694	$243,392
MA	Mastercard Inc	402	$229,493
SHOP	Shopify Inc.	1,418	$228,255
AXP	American Express Co	609	$225,299
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $51,583,930 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TT	Trane Technologies plc Industrials	Reduced	63,372	-233	$26,409,647	+6.7%	51.20%
IR	Ingersoll Rand Inc. Industrials	Reduced	86,993	-1,240	$6,969,879	−0.3%	13.51%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,579	-211	$2,642,907	−10.2%	5.12%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,596	-76	$2,338,622	−6.6%	4.53%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,657	-597	$2,157,075	−14.6%	4.18%
UPS	United Parcel Service Inc Industrials	Reduced	18,057	-4,541	$1,776,447	−20.7%	3.44%
NVDA	Nvidia Corp Technology	Reduced	8,266	-371	$1,441,590	−10.5%	2.79%
AAPL	Apple Inc. Technology	Reduced	4,756	-494	$1,207,025	−15.4%	2.34%
ALLE	Allegion plc Industrials	Held	7,596	0	$1,103,622	−8.7%	2.14%
MSFT	Microsoft Corp Technology	Reduced	2,660	-426	$984,652	−34.0%	1.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,615	-426	$752,896	−19.3%	1.46%
AVGO	Broadcom Inc. Technology	Reduced	2,357	-41	$729,515	−12.1%	1.41%
HON	Honeywell International Inc Industrials	Held	3,076	0	$695,268	+15.9%	1.35%
META	Meta Platforms, Inc. Communication Services	Reduced	649	-36	$371,312	−17.9%	0.72%
SGOL	abrdn Gold ETF Trust	NEW	8,215	NEW	$366,553	NEW	0.71%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,164	0	$342,402	−8.7%	0.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	988	-92	$333,894	+1.7%	0.65%
ASML	Asml Holding NV Technology	Reduced	226	-8	$298,507	+19.2%	0.58%
GLTR	abrdn Precious Metals Basket ETF Trust	NEW	1,146	NEW	$250,653	NEW	0.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	724	-72	$208,193	−16.4%	0.40%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	204	NEW	$203,271	NEW	0.39%