BLUE JEAN FINANCIAL LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
BJ
BLUE JEAN FINANCIAL LLC
Institutional Filer 1.46%$121.3M68

Current Portfolio Holdings

Showing all 68 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GEVGE Vernova Inc.Utilities5K$4.8M3.92%
2VRTVertiv Holdings CoIndustrials17K$4.2M3.50%
3AMZNAmazon.com, Inc.Consumer Cyclical18K$3.8M3.15%
4AAOIApplied Optoelectronics, Inc.Technology44K$3.7M3.07%
5TSLATesla, Inc.Consumer Cyclical10K$3.7M3.05%
6AAPLApple Inc.Technology15K$3.7M3.04%
7BRKBBERKSHIRE HATHAWAY INC DEL8K$3.6M2.97%
8NVDANVIDIA CorporationTechnology20K$3.5M2.92%
9GOOGAlphabet Inc.Technology12K$3.5M2.87%
10SNDKSandisk CorporationTechnology5K$3.4M2.83%
11MSFTMicrosoft CorporationTechnology9K$3.4M2.79%
12METAMeta Platforms, Inc.Technology5K$3.1M2.53%
13TTMITTM Technologies, Inc.Technology29K$2.8M2.29%
14STBFTRUST FOR PROFESSIONAL MANAG99K$2.5M2.07%
15VNLAJANUS DETROIT STR TR51K$2.5M2.07%
Showing 1 to 15 of 68 holdings