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Showing Q2 2025 data
Blue Investment Partners LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Blue Investment Partners LLC
•CIK: 1958029•Filing: Q2 2025
**Blue Investment Partners LLC** manages $285M across a diversified portfolio of 52 positions. The fund exhibits significant concentration in mega-cap technology and market index exposure, notably holding AAPL at $39.7M and AMZN at $24.2M. Further allocations include substantial positions in USFR ($18.8M), SPY ($18.5M), and PYLD ($16.8M). This structure suggests a core strategy focused on established growth leaders and broad market beta capture.
Total AUM
$285.1M
QoQ Performance
+7.3%
Positions
40
Top 10 Concentration
65.1%
Latest Filing
Q2 2025
Top Holdings Allocation
AAPL
AMZN
USFR
SPY
PYLD
IDEV
AAPL13.9%
AMZN8.5%
USFR6.6%
SPY6.5%
PYLD5.9%
IDEV5.3%
NVDA4.9%
SCHB4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.2%
Technology27.2%
Consumer8.8%
ETF6.6%
Financial3.9%
Healthcare0.2%
Consumer Staples0.1%
Communication0.1%
🚪 Exited Positionssold since Q1 2025
+1 more exited positions
Changes from Q1 2025
NEW9 new positions
↑15 increased
↓8 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023