Blue-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  null,
  "META",
  "IVW",
  null,
  "MSFT",
  "TMUS",
  "BX",
  "IWD",
  "ORCL",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "SPGI",
  null,
  "SYK",
  "TJX",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "VEA",
  "VBK",
  "V",
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "COST",
  "RSP",
  "QQQ",
  "GOOG",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 49
Total Value: 265637752
Accession Number: 0001754960-25-000299
Form Type: 13F-HR
CIK: blue-investment-partners
Manager Name: Blue-Investment-Partners

Data Enrichment

67% identified

33 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $265.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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389930207

Shares:6.2K

Value:$228.0K

% of Portfolio:0.1% ($228.0K/$265.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:850

Value:$226.7K

% of Portfolio:0.1% ($226.7K/$265.6M)

46641Q647

Shares:4.5K

Value:$224.9K

% of Portfolio:0.1% ($224.9K/$265.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.6K

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$265.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$207.6K

% of Portfolio:0.1% ($207.6K/$265.6M)

464287309

IVW|464287309

Shares:2.2K

Value:$206.9K

% of Portfolio:0.1% ($206.9K/$265.6M)

464287598

IWD|464287598

Shares:1.1K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$265.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.7K

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$265.6M)

S&P Global Inc.

SPGI|78409V104

Shares:396

Value:$201.2K

% of Portfolio:0.1% ($201.2K/$265.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip389930207)✕	6.2K	QoQ -1.17% (-74) YoY NEW(+6.2K)	All Managers (Combined)	$228.0K	0.1% ($228.0K/$265.6M)	QoQ -13.86% (-$36.7K) YoY NEW(+$228.0K)
T-Mobile US, Inc.(TMUScusip872590104)	850	QoQ NEW(+850) YoY NEW(+850)	All Managers (Combined)	$226.7K	0.1% ($226.7K/$265.6M)	QoQ NEW(+$226.7K) YoY NEW(+$226.7K)
(cusip46641Q647)✕	4.5K	QoQ +0.69% (+31) YoY NEW(+4.5K)	All Managers (Combined)	$224.9K	0.1% ($224.9K/$265.6M)	QoQ +0.39% (+$891) YoY NEW(+$224.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$212.1K	0.1% ($212.1K/$265.6M)	QoQ NEW(+$212.1K) YoY NEW(+$212.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$207.6K	0.1% ($207.6K/$265.6M)	QoQ +1.65% (+$3.4K) YoY NEW(+$207.6K)
(IVWcusip464287309)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$206.9K	0.1% ($206.9K/$265.6M)	QoQ -8.56% (-$19.4K) YoY NEW(+$206.9K)
(IWDcusip464287598)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$265.6M)	QoQ +1.63% (+$3.3K) YoY NEW(+$205.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$202.2K	0.1% ($202.2K/$265.6M)	QoQ +0.81% (+$1.6K) YoY NEW(+$202.2K)
S&P Global Inc.(SPGIcusip78409V104)	396	QoQ -10.60% (-47) YoY NEW(+396)	All Managers (Combined)	$201.2K	0.1% ($201.2K/$265.6M)	QoQ -8.80% (-$19.4K) YoY NEW(+$201.2K)