Fund Universe

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☆Blue Investment Partners LLC

CIK 0001958029 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.500
AUM ($M)
285
Positions
52
Turnover
0.12
Top-10 wt
65%
Herfindahl
0.058
History (qtrs)
2
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 58 positions · portfolio value $285M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC TRIM — 13.9% -2.3% 39.7 193,343 -192 1 —
☆AMZN funds › AMAZON COM INC TRIM — 8.5% +0.6% 24.2 110,401 -166 1 —
☆USFR funds › WISDOMTREE TR ADD — 6.6% +1.4% 18.8 373,482 +98,700 1 —
☆SPY funds › SPDR S&P 500 ETF TR TRIM — 6.5% -0.5% 18.5 29,890 -3,088 1 —
☆PYLD funds › PIMCO ETF TR ADD — 5.9% +0.0% 16.8 631,855 +41,764 1 —
☆IDEV funds › ISHARES TR TRIM — 5.3% -1.2% 15.1 198,466 -52,966 1 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 4.9% +1.3% 13.9 88,121 +0 1 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 4.9% +0.1% 13.9 583,483 -3,528 1 —
☆META funds › META PLATFORMS INC ADD — 4.7% +0.9% 13.4 18,168 +848 1 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 4.0% +0.2% 11.4 189,710 +10,664 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 3.8% -0.0% 10.8 59,691 +666 1 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 3.6% +0.7% 10.3 222,272 +54,844 1 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 3.6% -0.1% 10.3 202,784 +9,628 1 —
☆BAC funds › BANK AMERICA CORP HOLD — 3.3% +0.2% 9.5 200,479 +0 1 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 3.2% +1.2% 9.0 157,884 +55,454 1 —
☆MSFT funds › MICROSOFT CORP ADD — 2.4% +0.5% 6.9 13,800 +1 1 —
☆AVDV funds › AMERICAN CENTY ETF TR NEW — 1.9% +1.9% 5.5 69,973 +69,973 1 —
☆IAU funds › ISHARES GOLD TR ADD — 1.9% +0.0% 5.4 86,111 +2,419 1 —
☆TLT funds › ISHARES TR ADD — 1.4% -0.1% 3.9 44,507 +1,392 1 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.3% +0.9% 3.6 6,464 +4,458 1 —
☆JSI funds › JANUS DETROIT STR TR ADD — 1.2% -0.0% 3.4 63,924 +1,594 1 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 1.1% -1.0% 3.3 11,781 -11,239 1 —
☆VTI funds › VANGUARD INDEX FDS NEW — 0.8% +0.8% 2.2 7,128 +7,128 1 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.7% +0.1% 2.0 23,583 +0 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.7% +0.1% 1.9 31,485 +466 1 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.5% +0.5% 1.4 65,523 +65,523 1 —
☆GOOG funds › ALPHABET INC TRIM — 0.5% -0.0% 1.4 7,693 -467 1 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% -1.9% 0.9 5,317 -33,071 1 —
☆AVGO funds › BROADCOM INC HOLD — 0.3% +0.1% 0.9 3,110 +0 1 —
☆V funds › VISA INC HOLD — 0.2% -0.0% 0.7 1,935 +0 1 —
☆JPM funds › JPMORGAN CHASE & CO. HOLD — 0.2% +0.0% 0.6 2,062 +0 1 —
☆COST funds › COSTCO WHSL CORP NEW HOLD — 0.2% -0.0% 0.6 588 +0 1 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% +0.0% 0.4 1,952 +0 1 —
☆ABBV funds › ABBVIE INC HOLD — 0.1% -0.0% 0.4 2,061 +0 1 —
☆IEFA funds › ISHARES TR NEW — 0.1% +0.1% 0.3 3,903 +3,903 1 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET HOLD — 0.1% +0.0% 0.3 6,247 +0 1 —
☆USIG funds › ISHARES TR NEW — 0.1% +0.1% 0.3 5,421 +5,421 1 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.1% -0.0% 0.3 700 +0 1 —
☆BX funds › BLACKSTONE INC HOLD — 0.1% -0.0% 0.3 1,747 +0 1 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 0.2 4,950 +451 1 —
☆IVW funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 2,229 +0 1 —
☆VOO funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 390 +390 1 —
☆ABT funds › ABBOTT LABS HOLD — 0.1% -0.0% 0.2 1,599 +0 1 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.0% 0.2 1,647 +0 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.2 446 +0 1 —
☆IWD funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 1,092 +0 1 —
☆BLK funds › BLACKROCK INC NEW — 0.1% +0.1% 0.2 202 +202 1 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.1% -0.0% 0.2 396 +0 1 —
☆TJX funds › TJX COS INC NEW HOLD — 0.1% -0.0% 0.2 1,660 +0 1 —
☆BKNG funds › BOOKING HOLDINGS INC NEW — 0.1% +0.1% 0.2 35 +35 1 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.1% -0.0% 0.2 850 +0 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.1% +0.1% 0.2 989 +989 1 —
☆UNH funds › UNITEDHEALTH GROUP INC EXIT — 0.0% -0.1% 0.0 0 -455 0 —
☆PG funds › PROCTER AND GAMBLE CO EXIT — 0.0% -0.1% 0.0 0 -1,218 0 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T EXIT — 0.0% -1.5% 0.0 0 -147,009 0 —
☆AVUV funds › AMERICAN CENTY ETF TR EXIT — 0.0% -2.2% 0.0 0 -66,882 0 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.7% 0.0 0 -36,213 0 —
☆ENVX funds › ENOVIX CORPORATION EXIT — 0.0% -0.3% 0.0 0 -110,469 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q2 285 52 0.12 65% 0.058 0.512 — entered
2025Q1 266 49 0.00 65% 0.062 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status