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Portfolio (Quarterly) Guide ↗

Blue Sky Capital Consultants Group, Inc.

· CIK 0002057054
13F Portfolio $230M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHZ SCHWAB STRATEGIC TR 12,980.0 $303K 0.13% NEW $23.37 -1.1%
62 SCHD SCHWAB STRATEGIC TR 10,546.0 $289K 0.13% NEW $27.43 +18.7%
63 CAT CATERPILLAR INC Industrials 444.0 $254K 0.11% NEW $572.87 +58.8%
64 CDNS CADENCE DESIGN SYSTEM INC Technology 800.0 $250K 0.11% NEW $312.58 +19.7%
65 ILCG ISHARES TR 2,380.0 $248K 0.11% NEW $104.04 +12.4%
66 PJUL INNOVATOR ETFS TRUST 5,224.0 $243K 0.10% NEW $46.43 +4.4%
67 KRE SPDR SERIES TRUST 3,672.0 $238K 0.10% NEW $64.81 +7.4%
68 ILCB ISHARES TR 2,487.0 $235K 0.10% NEW $94.38 +10.1%
69 VTIP VANGUARD MALVERN FDS 4,673.0 $231K 0.10% NEW $49.46 +1.8%
70 DFEN DIREXION SHS ETF TR 3,449.0 $220K 0.10% NEW $63.88 +10.6%
71 DIS DISNEY WALT CO Communication Services 1,832.0 $208K 0.09% NEW $113.77 -8.4%
72 IVV ISHARES TR 304.0 $208K 0.09% NEW $684.94 +10.1%
73 JPM JPMORGAN CHASE & CO. Financial Services 634.0 $205K 0.09% NEW $322.66 -7.2%
74 VUG VANGUARD INDEX FDS 415.0 $203K 0.09% NEW $488.10 -81.9%
75 ISHARES TR 7,668.0 $201K 0.09% NEW $26.23
76 TSLA CALL TESLA INC Consumer Cyclical 200.0 $90K 0.04% NEW $449.72 -2.1%
77 PNBK PATRIOT NATL BANCORP INC Financial Services 20,500.0 $37K 0.02% NEW $1.82 -44.0%
Page 4 of 4  ·  77 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 31.3%
Consumer Cyclical 23.2%
Financial Services 22.3%
Communication Services 6.9%
Real Estate 6.7%
Consumer Defensive 5.8%
Healthcare 3.7%
Industrials 0.2%