Blue Investment Partners LLC
CIK 1958029 · View on SEC EDGAR ↗
- Portfolio value
- $285.1M
- Positions
- 52
- As of
- June 30, 2025 Data as of Q2 2025
#5,332 of 9,443 by 13F value · top 56.5%
Portfolio value QoQ: +7.3% 13F does not disclose cash
- Top 10 holdings weight
- 65.12%
- Top 25 holdings weight
- 95.95%
- Positions above 1%
- 22
- Effective number of positions
- 17.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 9.85% Est. buys $27,125,074 · sells $28,093,970
- New positions
- 9
- Increased
- 15
- Decreased
- 8
- Closed
- 6
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
21.7%
Retail
8.8%
Communication Services
5.5%
Financials
3.5%
Financial Services
0.5%
Health Care
0.3%
Consumer Staples
0.1%
Consumer Discretionary
0.1%
Telecommunication
0.1%
Other/Unmapped
59.5%
Full portfolio 52 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $39,668,172 | 13.91% | 193,343 | $-3,321,695 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $24,220,875 | 8.50% | 110,401 | $3,184,398 | Down ×1 | ||
| USFR | $18,789,887 | 6.59% | 373,482 | $4,960,121 | Up ×2 | ||
| SPY SPY | $18,467,537 | 6.48% | 29,890 | $19,974 | Down ×1 | ||
| PYLD | $16,769,431 | 5.88% | 631,855 | $1,220,528 | Up ×2 | ||
| IDEV | $15,091,355 | 5.29% | 198,466 | $-2,229,795 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $13,922,217 | 4.88% | 88,121 | $4,371,691 | |||
| SCHB | $13,904,400 | 4.88% | 583,483 | $1,266,053 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $13,409,619 | 4.70% | 18,168 | $3,427,064 | Up ×2 | ||
| JQUA | $11,392,086 | 4.00% | 189,710 | $1,281,358 | Up ×2 | ||
| RSP | $10,848,242 | 3.81% | 59,691 | $623,341 | Up ×2 | ||
| JPIE | $10,295,639 | 3.61% | 222,272 | $2,582,239 | Up ×2 | ||
| JAAA | $10,291,293 | 3.61% | 202,784 | $496,339 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $9,486,666 | 3.33% | 200,479 | $1,120,677 | |||
| VEA | $9,000,967 | 3.16% | 157,884 | $3,794,450 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $6,864,401 | 2.41% | 13,800 | $1,684,249 | Up ×1 | ||
| AVDV | $5,547,459 | 1.95% | 69,973 | Up ×1 | |||
| IAU | $5,369,882 | 1.88% | 86,111 | $435,402 | Up ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $3,927,746 | 1.38% | 44,507 | $2,950 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,565,801 | 1.25% | 6,464 | $2,625,147 | Up ×1 | ||
| JSI | $3,363,669 | 1.18% | 63,924 | $100,684 | Up ×2 | ||
| VBK | $3,262,630 | 1.14% | 11,781 | $-2,533,115 | Down ×2 | ||
| VTI | $2,166,413 | 0.76% | 7,128 | Up ×1 | |||
| GBTC | $2,000,546 | 0.70% | 23,583 | $463,642 | |||
| IBIT iShares Bitcoin Trust ETF | $1,927,197 | 0.68% | 31,485 | $475,198 | Up ×1 | ||
| SCHF | $1,448,058 | 0.51% | 65,523 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,364,731 | 0.48% | 7,693 | $89,877 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $936,990 | 0.33% | 5,317 | $-4,999,358 | Down ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $857,272 | 0.30% | 3,110 | $336,565 | |||
| V Visa Inc. | $687,022 | 0.24% | 1,935 | $8,882 | |||
| JPM JP Morgan Chase & Co. Common Stock | $597,794 | 0.21% | 2,062 | $91,985 | |||
| COST Costco Wholesale Corporation - Common Stock | $581,631 | 0.20% | 588 | $25,977 | |||
| ORCL Oracle Corporation Common Stock | $426,766 | 0.15% | 1,952 | $153,857 | |||
| ABBV AbbVie Inc. Common Stock | $382,654 | 0.13% | 2,061 | $-49,270 | |||
| IEFA | $325,822 | 0.11% | 3,903 | Up ×1 | |||
| BTC | $298,294 | 0.10% | 6,247 | $70,341 | |||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $278,856 | 0.10% | 5,421 | Up ×1 | |||
| SYK Stryker Corporation Common Stock | $276,941 | 0.10% | 700 | $16,366 | |||
| BX Blackstone Inc. Common Stock | $261,316 | 0.09% | 1,747 | $17,120 | |||
| JMUB | $245,697 | 0.09% | 4,950 | $20,760 | Up ×2 | ||
| IVW | $245,413 | 0.09% | 2,229 | $38,495 | |||
| VOO | $221,532 | 0.08% | 390 | Up ×1 | |||
| ABT Abbott Laboratories Common Stock | $217,480 | 0.08% | 1,599 | $5,373 | |||
| PEP PepsiCo, Inc. - Common Stock | $217,470 | 0.08% | 1,647 | $-29,481 | |||
| BRKB | $216,653 | 0.08% | 446 | $-20,878 | |||
| IWD | $212,099 | 0.07% | 1,092 | $6,628 | |||
| BLK BlackRock, Inc. Common Stock | $211,949 | 0.07% | 202 | ||||
| SPGI S&P Global Inc. Common Stock | $208,807 | 0.07% | 396 | $7,599 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $204,993 | 0.07% | 1,660 | $2,805 | |||
| BKNG Booking Holdings Inc. - Common Stock | $202,623 | 0.07% | 35 | Up ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $202,521 | 0.07% | 850 | $-24,183 | |||
| VIG | $202,419 | 0.07% | 989 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| USFR | Bought more | +99K | +$5.0M |
| NVDA | Price move only | +0 | +$4.4M |
| VEA | Bought more | +55K | +$3.8M |
| META | Bought more | +848 | +$3.4M |
| AAPL | Trimmed | -192 | -$3.3M |
| AMZN | Trimmed | -166 | +$3.2M |
| QQQ | Bought more | +4K | +$2.6M |
| JPIE | Bought more | +55K | +$2.6M |
| VBK | Trimmed | -11K | -$2.5M |
| IDEV | Trimmed | -53K | -$2.2M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AVUV | June 30, 2025 | 66,882 | $5,830,104 | No longer tracked |
| BKLN | March 31, 2025 | 195,811 | $4,125,744 | No longer tracked |
| CGMS | June 30, 2025 | 147,009 | $4,013,352 | No longer tracked |
| JBBB | March 31, 2025 | 80,263 | $3,945,726 | No longer tracked |
| JGRO | March 31, 2025 | 31,041 | $2,515,252 | No longer tracked |
| IWF | March 31, 2025 | 5,688 | $2,284,187 | No longer tracked |
| JEPQ | June 30, 2025 | 36,213 | $1,875,134 | |
| ENVX | June 30, 2025 | 110,469 | $810,842 | -67.2% |
| WSM | March 31, 2025 | 1,963 | $363,508 | 49.6% |
| UNH | June 30, 2025 | 455 | $238,306 | 24.2% |
| PG | June 30, 2025 | 1,218 | $207,572 | -10.1% |
| BLK | March 31, 2025 | 202 | $207,072 | 22.2% |