Blue Investment Partners LLC Portfolio Holdings

Blue Investment Partners LLC

  • $262 Million
  • Q2 2025

Blue Investment Partners LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $262 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.7M, Amazon Com Inc with a value of $24.2M, Wisdomtree Floating Rate Treas with a value of $18.8M, Spdr S&P 500 ETF Trust with a value of $18.5M, and Ishares Core Msci Intl Develop with a value of $15.1M.

Examining the 13F form we can see an increase of $21.4M in the current position value, from $241M to 262M.

Blue Investment Partners LLC is based out at Alamo, CA

Below you can find more details about Blue Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $262 Million
ETFs: $137 Million
Technology: $61.7 Million
Consumer Cyclical: $24.6 Million
Communication Services: $15.9 Million
Financial Services: $11.5 Million
Healthcare: $875,000
Consumer Defensive: $799,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.65T
$39.7 Million 15.11% of portfolio
193,343
Q2 2025 Reduced 0.1%
$2.25T
$24.2 Million 9.23% of portfolio
110,401
Q2 2025 Reduced 0.15%
$0
$18.8 Million 7.16% of portfolio
373,482
Q2 2025 Added 35.92%
$0
$18.5 Million 7.04% of portfolio
29,890
Q2 2025 Reduced 9.36%
$0
$15.1 Million 5.75% of portfolio
198,466
Q2 2025 Reduced 21.07%
$0
$13.9 Million 5.3% of portfolio
583,483
Q2 2025 Reduced 0.6%
$454B
$13.9 Million 5.3% of portfolio
88,121
Q1 2025 Reduced 0.63%
$1.73T
$13.4 Million 5.11% of portfolio
18,168
Q2 2025 Added 4.9%
$0
$11.4 Million 4.34% of portfolio
189,710
Q2 2025 Added 5.96%
$0
$10.8 Million 4.13% of portfolio
59,691
Q2 2025 Added 1.13%
$0
$10.3 Million 3.92% of portfolio
202,784
Q2 2025 Added 4.98%
$0
$10.3 Million 3.92% of portfolio
222,272
Q2 2025 Added 32.76%
$370B
$9.49 Million 3.61% of portfolio
200,479
Q2 2023 Added 33.23%
$0
$9 Million 3.43% of portfolio
157,884
Q2 2025 Added 54.14%
$3.89T
$6.86 Million 2.62% of portfolio
13,800
Q2 2025 Added 0.01%
$0
$5.55 Million 2.11% of portfolio
69,973
Q2 2025 New
$0
$3.93 Million 1.5% of portfolio
44,507
Q2 2025 Added 3.23%
$0
$3.57 Million 1.36% of portfolio
6,464
Q2 2025 Added 222.23%
$0
$3.26 Million 1.24% of portfolio
11,781
Q2 2025 Reduced 48.82%
$0
$2.17 Million 0.83% of portfolio
7,128
Q2 2025 New
$63.4B
$2 Million 0.76% of portfolio
23,583
Q1 2025 Reduced 19.61%
$0
$1.45 Million 0.55% of portfolio
65,523
Q2 2025 New
$1.23T
$1.36 Million 0.52% of portfolio
7,693
Q2 2025 Reduced 5.72%
$1.2T
$937,000 0.36% of portfolio
5,317
Q2 2025 Reduced 86.15%
$123B
$857,000 0.33% of portfolio
3,110
Q3 2024 Added 900.0%
$549B
$687,000 0.26% of portfolio
1,935
Q3 2023 Added 11.66%
$849B
$597,000 0.23% of portfolio
2,062
Q3 2024 Added 42.9%
$438B
$582,000 0.22% of portfolio
588
Q1 2025 Added 0.17%
$681B
$426,000 0.16% of portfolio
1,952
Q1 2024 New
$351B
$382,000 0.15% of portfolio
2,061
Q4 2024 Added 32.03%
$0
$325,000 0.12% of portfolio
3,903
Q2 2025 New
$0
$278,000 0.11% of portfolio
5,421
Q2 2025 New
$143B
$276,000 0.11% of portfolio
700
Q4 2023 New
$121B
$261,000 0.1% of portfolio
1,747
Q4 2024 Reduced 11.18%
$0
$245,000 0.09% of portfolio
2,229
Q2 2024 New
$0
$245,000 0.09% of portfolio
4,950
Q2 2025 Added 10.02%
$230B
$217,000 0.08% of portfolio
1,599
Q1 2025 New
$310B
$202,000 0.08% of portfolio
850
Q1 2025 New
$154B
$204,000 0.08% of portfolio
1,660
Q4 2024 New
$0
$221,000 0.08% of portfolio
390
Q2 2025 New
$606B
$216,000 0.08% of portfolio
446
Q4 2024 New
$181B
$208,000 0.08% of portfolio
396
Q1 2025 Reduced 10.61%
$0
$212,000 0.08% of portfolio
1,092
Q3 2024 New
$200B
$217,000 0.08% of portfolio
1,647
Q1 2025 Reduced 3.91%
$213B
$202,000 0.08% of portfolio
35
Q2 2025 New
$0
$180,000 0.07% of portfolio
989
Q2 2025 New
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.17%
Janus Detroit Str Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.56%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.5%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $262 Million
  • Prior Value $241 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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