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Portfolio (Quarterly) Guide ↗

Strategic Blueprint, LLC

· CIK 0001767821
13F Portfolio $2.3B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 724 New
Page 36 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PTL INSPIRE 500 ETF 824.0 $205K 0.01% NEW $249.17 +11.7%
702 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 3,900.0 $204K 0.01% NEW $52.28 -0.5%
703 SHAK SHAKE SHACK INC CL A Consumer Cyclical 2,175.0 $204K 0.01% NEW $93.61 -32.2%
704 FITB FIFTH THIRD BANCORP COM Financial Services 4,547.0 $203K 0.01% NEW $44.55 +10.3%
705 GM GENERAL MTRS CO COM Consumer Cyclical 3,304.0 $201K 0.01% NEW $60.98 +26.6%
706 ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF 8,615.0 $200K 0.01% NEW $23.22
707 ECL ECOLAB INC COM Basic Materials 730.0 $200K 0.01% NEW $274.03 -8.7%
708 BRIGHTSTAR LOTTERY PLC SHS USD 11,500.0 $198K 0.01% NEW $17.25
709 NVMI CALL NOVA LTD COM Technology 500.0 $160K 0.01% NEW $319.66 +55.3%
710 LMT CALL LOCKHEED MARTIN CORP COM Industrials 300.0 $150K 0.01% NEW $499.21 +4.7%
711 TSM CALL TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 500.0 $140K 0.01% NEW $279.29 +43.8%
712 ATAI ATAI LIFE SCIENCES NV SHS Healthcare 23,500.0 $124K 0.01% NEW $5.29 -18.1%
713 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 15,426.0 $111K 0.01% NEW $7.22 +237.7%
714 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 158.0 $110K 0.01% NEW $698.00 -37.9%
715 TEL CALL TE CONNECTIVITY PLC ORD SHS Technology 500.0 $110K 0.01% NEW $219.53 -8.3%
716 LIFETIME BRANDS INC COM 26,170.0 $101K 0.00% NEW $3.87
717 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 34,974.0 $69K 0.00% NEW $1.97 +113.2%
718 LWLG LIGHTWAVE LOGIC INC COM Basic Materials 10,000.0 $37K 0.00% NEW $3.71 +255.0%
719 TILRAY BRANDS INC COM 11,722.0 $20K 0.00% NEW $1.73
720 GLDG GOLDMINING INC COM Basic Materials 11,024.0 $14K 0.00% NEW $1.23 -9.8%
Page 36 of 37  ·  724 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 24.9%
Industrials 9.1%
Communication Services 7.5%
Consumer Cyclical 7.4%
Consumer Defensive 6.2%
Healthcare 5.6%
Energy 3.8%
Utilities 3.7%
Basic Materials 0.8%