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Portfolio (Quarterly) Guide ↗

Blue Capital, Inc.

· CIK 0002032856
13F Portfolio $158M AUM 122 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLCR BLACKROCK ETF TRUST 7,364.0 $371K 0.23% NEW $50.37 +0.7%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 8,750.0 $370K 0.23% NEW $42.34 +13.7%
83 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,058.0 $370K 0.23% NEW $350.07 +3.7%
84 EMR EMERSON ELEC CO Industrials 2,560.0 $366K 0.23% NEW $143.15 +13.3%
85 CDNS CADENCE DESIGN SYSTEM INC Technology 962.0 $361K 0.23% NEW $375.32 -13.5%
86 URI UNITED RENTALS INC Industrials 316.0 $358K 0.23% NEW $1132.89 +3.4%
87 GGOV BLACKROCK ETF TRUST II 6,961.0 $350K 0.22% NEW $50.29 -0.4%
88 WMT WALMART INC Consumer Defensive 3,035.0 $344K 0.22% NEW $113.26 +0.8%
89 BLACKROCK ETF TRUST 9,195.0 $337K 0.21% NEW $36.60
90 WAB WABTEC Industrials 1,241.0 $335K 0.21% NEW $269.60 +12.4%
91 GOOGL ALPHABET INC Communication Services 903.0 $323K 0.20% NEW $357.37 -4.0%
92 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,006.0 $316K 0.20% NEW $45.11 +28.0%
93 LMT LOCKHEED MARTIN CORP Industrials 620.0 $316K 0.20% NEW $509.46 +17.4%
94 BLACKROCK ETF TRUST 9,774.0 $311K 0.20% NEW $31.78
95 GWW WW GRAINGER INC Industrials 219.0 $298K 0.19% NEW $1360.40 -3.1%
96 THRO BLACKROCK ETF TRUST 6,895.0 $297K 0.19% NEW $43.11 +2.9%
97 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,592.0 $294K 0.19% NEW $52.65 +21.7%
98 SPTS SPDR SERIES TRUST 10,135.0 $294K 0.19% NEW $29.01 -0.1%
99 EFV ISHARES TR 3,822.0 $293K 0.19% NEW $76.55 +6.6%
100 PFE PFIZER INC Healthcare 11,600.0 $279K 0.18% NEW $24.08 +11.6%
Page 5 of 7  ·  122 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
Financial Services 26.7%
Technology 15.3%
Healthcare 12.2%
Industrials 9.3%
Consumer Cyclical 7.9%
Consumer Defensive 6.7%
Communication Services 5.6%
Real Estate 4.9%
Energy 4.4%
Utilities 3.9%