Institutional Fund
Blue Jean Financial LLC
Albany, NYCIK 20470892 filings on record
Portfolio Value
$121.31M
Q1 2026
Holdings
68
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-1.5%
from $123.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ge Vernova Inc3.9%
- Vertiv Holdings Co3.5%
- Amazon Com Inc3.2%
- Applied Optoelectronics Inc3.1%
- Tesla Inc3.0%
- Apple Inc3.0%
- Other80.3%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ge Vernova Inc | 5.5K | $4.76M | 3.9% | −115 | Reduced |
| 2 | Vertiv Holdings Co | 17.0K | $4.25M | 3.5% | −135 | Reduced |
| 3 | Amazon Com Inc | 18.4K | $3.82M | 3.2% | +11.2K | Added |
| 4 | Applied Optoelectronics Inc | 44.0K | $3.73M | 3.1% | +44.0K | New |
| 5 | Tesla Inc | 9.9K | $3.70M | 3.0% | −229 | Reduced |
| 6 | Apple Inc | 14.5K | $3.68M | 3.0% | +8.2K | Added |
| 7 | Berkshire Hathaway Inc Del | 7.5K | $3.61M | 3.0% | +4.5K | Added |
| 8 | Nvidia Corporation | 20.3K | $3.55M | 2.9% | +12.0K | Added |
| 9 | Alphabet Inc | 12.1K | $3.48M | 2.9% | +12.1K | New |
| 10 | Sandisk Corp | 5.4K | $3.43M | 2.8% | +75 | Added |
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