Blue Investment Partners LLC current holdings: USA Stocks
Blue Investment Partners LLC reported $0.12 billion in share positions in stocks (listed in the US), 25 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are AAPL, AMZN, NVDA.
- AAPL: Country of operation United States; Class COM; Shares 193,343; Value $39,668,172.
- AMZN: Country of operation United States; Class COM; Shares 110,401; Value $24,220,875.
- NVDA: Country of operation United States; Class COM; Shares 88,121; Value $13,922,217.
- META: Country of operation United States; Class CL A; Shares 18,168; Value $13,409,619.
Form 13F-HR as filed (SEC CIK 1958029): quarter ended 2025-06-30, filed 2025-08-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 193,343 | $39,668,172 | 32.78% | 2025-06-30 | 2025-08-06 | |
|---|
AMZN
AMAZON COM INC | United States | COM | 110,401 | $24,220,875 | 20.02% | 2025-06-30 | 2025-08-06 | +12.43% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 88,121 | $13,922,217 | 11.51% | 2025-06-30 | 2025-08-06 | +43.81% |
|---|
META
META PLATFORMS INC | United States | CL A | 18,168 | $13,409,619 | 11.08% | 2025-06-30 | 2025-08-06 | +0.09% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 200,479 | $9,486,666 | 7.84% | 2025-06-30 | 2025-08-06 | +16.15% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 13,800 | $6,864,401 | 5.67% | 2025-06-30 | 2025-08-06 | +2.32% |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 86,111 | $5,369,882 | 4.44% | 2025-06-30 | 2025-08-06 | +25.91% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 7,693 | $1,364,731 | 1.13% | 2025-06-30 | 2025-08-06 | +90.16% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,317 | $936,990 | 0.77% | 2025-06-30 | 2025-08-06 | +93.45% |
|---|
AVGO
BROADCOM INC | United States | COM | 3,110 | $857,272 | 0.71% | 2025-06-30 | 2025-08-06 | +28.82% |
|---|
V
VISA INC | United States | COM CL A | 1,935 | $687,022 | 0.57% | 2025-06-30 | 2025-08-06 | +3.05% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 2,062 | $597,794 | 0.49% | 2025-06-30 | 2025-08-06 | +15.55% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 588 | $581,631 | 0.48% | 2025-06-30 | 2025-08-06 | -6.60% |
|---|
ORCL
ORACLE CORP | United States | COM | 1,952 | $426,766 | 0.35% | 2025-06-30 | 2025-08-06 | -36.98% |
|---|
ABBV
ABBVIE INC | United States | COM | 2,061 | $382,654 | 0.32% | 2025-06-30 | 2025-08-06 | +41.84% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 700 | $276,941 | 0.23% | 2025-06-30 | 2025-08-06 | -29.54% |
|---|
BX
BLACKSTONE INC | United States | COM | 1,747 | $261,316 | 0.22% | 2025-06-30 | 2025-08-06 | -23.79% |
|---|
ABT
ABBOTT LABS | United States | COM | 1,599 | $217,480 | 0.18% | 2025-06-30 | 2025-08-06 | -25.78% |
|---|
PEP
PEPSICO INC | United States | COM | 1,647 | $217,470 | 0.18% | 2025-06-30 | 2025-08-06 | -2.54% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 446 | $216,653 | 0.18% | 2025-06-30 | 2025-08-06 | |
|---|
BLK
BLACKROCK INC | United States | COM | 202 | $211,949 | 0.18% | 2025-06-30 | 2025-08-06 | +1.78% |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 396 | $208,807 | 0.17% | 2025-06-30 | 2025-08-06 | -21.33% |
|---|
TJX
TJX COS INC NEW | United States | COM | 1,660 | $204,993 | 0.17% | 2025-06-30 | 2025-08-06 | +8.35% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 35 | $202,623 | 0.17% | 2025-06-30 | 2025-08-06 | -29.90% |
|---|
TMUS
T-MOBILE US INC | United States | COM | 850 | $202,521 | 0.17% | 2025-06-30 | 2025-08-06 | -31.60% |
|---|
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