Institutional Fund
Bluebird Wealth Management LLC
Medfield, MACIK 21045032 filings on record
Portfolio Value
$97.67M
Q1 2026
Holdings
77
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-8.8%
from $107.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.5%
- Nvidia Corporation4.4%
- Microsoft Corp3.1%
- Meta Platforms Inc3.1%
- Amazon Com Inc3.0%
- Lyondellbasell Industries N2.7%
- Other79.3%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 17.3K | $4.38M | 4.5% | +356 | Added |
| 2 | Nvidia Corporation | 24.5K | $4.27M | 4.4% | −6.3K | Reduced |
| 3 | Microsoft Corp | 8.2K | $3.04M | 3.1% | +536 | Added |
| 4 | Meta Platforms Inc | 5.2K | $2.99M | 3.1% | −812 | Reduced |
| 5 | Amazon Com Inc | 14.0K | $2.92M | 3.0% | +39 | Added |
| 6 | Lyondellbasell Industries N | 32.1K | $2.59M | 2.7% | +32.1K | New |
| 7 | Crowdstrike Hldgs Inc | 6.6K | $2.57M | 2.6% | +273 | Added |
| 8 | Arista Networks Inc | 18.0K | $2.21M | 2.3% | −2.9K | Reduced |
| 9 | Barclays PLC | 103.0K | $2.18M | 2.2% | −247 | Reduced |
| 10 | Citigroup Inc | 18.9K | $2.14M | 2.2% | −3.9K | Reduced |
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