BLVD Private Wealth, LLC
CIK
2079537
Location
Prospect, KY
Portfolio Value
Micro
$579,505
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 · 51d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Industrials | 71.6% | $36,954,863 |
| Unclassified | 15.0% | $7,755,810 |
| Technology | 9.7% | $4,995,183 |
| Consumer Cyclical | 1.5% | $752,896 |
| Communication Services | 1.1% | $579,505 |
| Financial Services | 0.7% | $342,402 |
| Consumer Defensive | 0.4% | $203,271 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
2 positions ·
$579,505 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 649 | $371,312 | 64.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 724 | $208,193 | 35.93% |