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Blueprint Investment Partners LLC Historic Quarter Change: USA Stocks, New

Blueprint Investment Partners LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Blueprint Investment Partners LLC opened 195 positions, added to 192, reduced 143 and sold out of 234.

  • Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 0.
  • Q2 2026: Stock CLS; Country of operation —; Class COM; Shares before 0.
  • Q2 2026: Stock ANET; Country of operation United States; Class COM SHS; Shares before 0.
  • Q2 2026: Stock PM; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1794467), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW013,919+13,919$0$6,031,703+$6,031,7032026-08-04
Q2 2026CLS
CELESTICA INC
COM016,402+16,402$0$5,983,450+$5,983,4502026-08-04
Q2 2026ANET
ARISTA NETWORKS INC
United StatesCOM SHS019,765+19,765$0$3,357,678+$3,357,6782026-08-04
Q2 2026PM
PHILIP MORRIS INTL INC
United StatesCOM011,891+11,891$0$2,151,160+$2,151,1602026-08-04
Q2 2026ORLY
OREILLY AUTOMOTIVE INC
United StatesCOM020,365+20,365$0$1,875,413+$1,875,4132026-08-04
Q2 2026INV
INNVENTURE INC
United StatesCOM0302,762+302,762$0$1,535,005+$1,535,0052026-08-04
Q2 2026GLDM
WORLD GOLD TR
United StatesSPDR GLD MINIS015,628+15,628$0$1,241,176+$1,241,1762026-08-04
Q2 2026SGOL
ETFS GOLD TR
United StatesPHYSCL GOLD SHS012,551+12,551$0$479,825+$479,8252026-08-04
Q2 2026NLY
ANNALY CAPITAL MANAGEMENT IN
United StatesCOM NEW014,517+14,517$0$324,597+$324,5972026-08-04
Q2 2026QXO
QXO INC
United StatesCOM NEW013,241+13,241$0$228,804+$228,8042026-08-04

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