Blue Jean Financial LLC Top Holdings and 13F Report (2026) About Blue Jean Financial LLCInvestment ActivityBlue Jean Financial LLC has $143.66 million in total holdings as of June 30, 2026.Blue Jean Financial LLC owns shares of 70 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 64.20% of the portfolio was purchased this quarter.About 52.88% of the portfolio was sold this quarter.This quarter, Blue Jean Financial LLC has purchased 68 new stocks and bought additional shares in 17 stocks.Blue Jean Financial LLC sold shares of 15 stocks and completely divested from 36 stocks this quarter.Largest Holdings BLOCK INC $5,657,136Tesla $5,244,461First Solar $5,084,938GALAXY DIGITAL INC. $3,813,137Cloudflare $3,795,708 Largest New Holdings this Quarter 852234103 - BLOCK INC $5,657,136 Holding336433107 - First Solar $5,084,938 Holding36317J209 - GALAXY DIGITAL INC. $3,813,137 Holding18915M107 - Cloudflare $3,795,708 Holding91680M107 - Upstart $3,651,026 Holding Largest Purchases this Quarter BLOCK INC 74,436 shares (about $5.66M)First Solar 21,550 shares (about $5.08M)GALAXY DIGITAL INC. 139,471 shares (about $3.81M)Cloudflare 15,475 shares (about $3.80M)Upstart 103,049 shares (about $3.65M) Largest Sales this Quarter Amazon.com 11,325 shares (about $2.70M)Alphabet 7,546 shares (about $2.67M)NVIDIA 12,553 shares (about $2.51M)Apple 8,407 shares (about $2.43M)Microsoft 5,567 shares (about $2.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Jean Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLOCK INC$5,657,136$5,657,136 â–²New Holding74,4363.9%CL ATSLATesla$5,244,461$1,062,436 â–²25.4%12,4693.7%Consumer DiscretionaryFSLRFirst Solar$5,084,938$5,084,938 â–²New Holding21,5503.5%TechnologyGALAXY DIGITAL INC.$3,813,137$3,813,137 â–²New Holding139,4712.7%CL ANETCloudflare$3,795,708$3,795,708 â–²New Holding15,4752.6%TechnologyUPSTUpstart$3,651,026$3,651,026 â–²New Holding103,0492.5%FinanceCORE SCIENTIFIC INC NEW$3,480,214$3,480,214 â–²New Holding135,9992.4%COMCELESTICA INC$3,430,579$3,430,579 â–²New Holding9,4042.4%COMABNBAirbnb$3,389,753$3,389,753 â–²New Holding23,6882.4%Consumer DiscretionaryBWABorgWarner$3,353,731$3,353,731 â–²New Holding50,5082.3%Consumer DiscretionarySOLARIS ENERGY INFRAS INC$3,216,871$3,216,871 â–²New Holding39,9812.2%COM CL AROCKET LAB CORP$3,187,439$3,187,439 â–²New Holding31,3572.2%COMVNLAJanus Henderson Short Duration Income ETF$2,892,026$379,192 â–²15.1%59,1842.0%ETFTRUST FOR PROFESSIONAL MANAG$2,870,630$348,112 â–²13.8%113,1062.0%PERFO TR BD ETFFTAI AVIATION LTD$2,647,407$2,647,407 â–²New Holding9,7861.8%SHSHBMHudBay Minerals$2,637,780$2,637,780 â–²New Holding111,7231.8%MaterialsIRENIREN$2,493,200$2,493,200 â–²New Holding54,5201.7%TechnologyTSMTaiwan Semiconductor Manufacturing$2,474,768$42,504 â–¼-1.7%5,1821.7%TechnologyRKTRocket Companies$2,456,984$421,958 â–²20.7%155,9991.7%FinanceBITMINE IMMERSION TECHS INC$2,455,868$2,455,868 â–²New Holding184,5131.7%COM NEWRSPInvesco S&P 500 Equal Weight ETF$2,302,384$2,302,384 â–²New Holding10,8211.6%ETFFLYWFlywire$2,251,736$2,251,736 â–²New Holding128,1581.6%FinanceMPMP Materials$2,167,307$297,581 â–²15.9%38,6951.5%MaterialsFCXFreeport-McMoRan$2,122,349$2,122,349 â–²New Holding33,7471.5%MaterialsTGTTarget$2,089,107$2,089,107 â–²New Holding15,9951.5%Consumer StaplesCCJCameco$2,038,117$381,058 â–²23.0%20,0091.4%EnergyATROAstronics$2,033,125$2,033,125 â–²New Holding25,0201.4%IndustrialsSHOOSteven Madden$2,028,967$2,028,967 â–²New Holding48,1941.4%Consumer DiscretionaryCENXCentury Aluminum$1,991,727$1,991,727 â–²New Holding43,2891.4%MaterialsLINDE PLC$1,981,832$1,981,832 â–²New Holding3,8191.4%SHSGMGeneral Motors$1,946,655$1,946,655 â–²New Holding25,2551.4%Consumer DiscretionaryURIUnited Rentals$1,945,172$1,945,172 â–²New Holding1,7171.4%IndustrialsROKRockwell Automation$1,910,514$1,910,514 â–²New Holding3,8591.3%IndustrialsJPMJPMorgan Chase & Co.$1,903,332$35,023 â–¼-1.8%5,8151.3%FinanceMSMorgan Stanley$1,848,541$1,848,541 â–²New Holding8,8431.3%FinanceDUPONT DE NEMOURS INC$1,831,140$1,831,140 â–²New Holding13,5001.3%COMMON STOCKXSMOInvesco S&P SmallCap Momentum ETF$1,796,853$90,727 â–¼-4.8%19,1911.3%ETFAAPLApple$1,765,385$2,432,649 â–¼-57.9%6,1011.2%TechnologyJSMDSmall/Mid Cap Growth Alpha ETF$1,754,975$84,433 â–¼-4.6%17,3351.2%ETFBACBank of America$1,701,423$44,957 â–²2.7%29,8601.2%FinanceAMZNAmazon.com$1,674,577$2,699,201 â–¼-61.7%7,0261.2%Consumer DiscretionaryCMICummins$1,668,198$1,668,198 â–²New Holding2,3391.2%IndustrialsVRPInvesco Variable Rate Preferred ETF$1,656,483$170,632 â–²11.5%68,1401.2%ETFAVGOBroadcom$1,625,081$40,797 â–¼-2.4%4,3021.1%TechnologyGOOGAlphabet$1,622,491$2,666,228 â–¼-62.2%4,5921.1%Communication ServicesJAAAJanus Henderson AAA CLO ETF$1,616,639$155,307 â–²10.6%32,0191.1%ETFTCW ETF TRUST$1,602,748$174,916 â–²12.3%40,8761.1%FLEXIBLE INCOMEXMMOInvesco S&P MidCap Momentum ETF$1,593,191$1,593,191 â–²New Holding9,3641.1%ETFBFIXBuild Bond Innovation ETF$1,591,909$163,071 â–²11.4%63,4731.1%ETFFLBLFranklin Senior Loan ETF$1,577,354$187,806 â–²13.5%68,8201.1%ETFNVDANVIDIA$1,559,301$2,511,729 â–¼-61.7%7,7931.1%TechnologyJCIJohnson Controls International$1,485,354$24,839 â–²1.7%10,1661.0%IndustrialsSPLGSPDR Portfolio S&P 500 ETF$1,474,978$70,656 â–¼-4.6%16,7841.0%ETFSBUXStarbucks$1,426,675$55,183 â–²4.0%13,9611.0%Consumer DiscretionaryMSFTMicrosoft$1,332,054$2,076,602 â–¼-60.9%3,5710.9%TechnologyISTBiShares Core 1-5 Year USD Bond ETF$1,239,929$164,870 â–²15.3%25,6980.9%ETFCOSTCostco Wholesale$1,235,756$24,322 â–²2.0%1,3210.9%Consumer StaplesMETAMeta Platforms$1,162,067$1,853,787 â–¼-61.5%2,0630.8%Communication ServicesFIDUFidelity MSCI Industrials Index ETF$1,005,563$1,005,563 â–²New Holding10,0950.7%ETFFRELFidelity MSCI Real Estate Index ETF$972,848$972,848 â–²New Holding33,2030.7%ETFFMATFidelity MSCI Materials Index ETF$945,756$945,756 â–²New Holding16,1640.7%ETFXBISPDR S&P Biotech ETF$914,052$914,052 â–²New Holding5,7760.6%ETFFHLCFidelity MSCI Health Care Index ETF$895,714$19,081 â–¼-2.1%11,5950.6%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$829,919$25,710 â–¼-3.0%8,0700.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$789,469$789,469 â–²New Holding13,3990.5%ETFXARSPDR S&P Aerospace & Defense ETF$746,368$746,368 â–²New Holding2,6300.5%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$736,643$736,643 â–²New Holding19,4160.5%ETFHEQTSimplify Hedged Equity ETF$586,346$54,670 â–¼-8.5%17,4820.4%ETFMMM3M$231,906$1,134 â–²0.5%1,4320.2%IndustrialsLPTHLightPath Technologies$217,210$217,210 â–²New Holding13,2850.2%TechnologyGE VERNOVA INC$0$4,757,901 â–¼-100.0%00.0%COMVRTVertiv$0$4,248,834 â–¼-100.0%00.0%IndustrialsAAOIApplied Optoelectronics$0$3,725,259 â–¼-100.0%00.0%TechnologyBRK.BBerkshire Hathaway$0$3,607,418 â–¼-100.0%00.0%FinanceSANDISK CORP$0$3,434,013 â–¼-100.0%00.0%COMTTMITTM Technologies$0$2,781,731 â–¼-100.0%00.0%TechnologyZETA GLOBAL HOLDINGS CORP$0$2,097,253 â–¼-100.0%00.0%CL AVIKING HOLDINGS LTD$0$2,028,636 â–¼-100.0%00.0%ORD SHSSITMSiTime$0$1,987,835 â–¼-100.0%00.0%TechnologyTPCTutor Perini$0$1,943,876 â–¼-100.0%00.0%IndustrialsTKO GROUP HOLDINGS INC$0$1,927,774 â–¼-100.0%00.0%CL AMUMicron Technology$0$1,855,417 â–¼-100.0%00.0%TechnologySMTCSemtech$0$1,852,434 â–¼-100.0%00.0%TechnologyBEBloom Energy$0$1,679,534 â–¼-100.0%00.0%IndustrialsGEGE Aerospace$0$1,626,853 â–¼-100.0%00.0%IndustrialsULTAUlta Beauty$0$1,546,176 â–¼-100.0%00.0%Consumer DiscretionaryTMDXTransMedics Group$0$1,518,289 â–¼-100.0%00.0%HealthcareNSCNorfolk Southern$0$1,507,037 â–¼-100.0%00.0%IndustrialsSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$1,497,555 â–¼-100.0%00.0%ETFDEDeere & Company$0$1,383,465 â–¼-100.0%00.0%IndustrialsQQQMInvesco NASDAQ 100 ETF$0$1,369,166 â–¼-100.0%00.0%ETFSCHWCharles Schwab$0$1,296,078 â–¼-100.0%00.0%FinanceABBVAbbVie$0$1,284,931 â–¼-100.0%00.0%HealthcareREGNRegeneron Pharmaceuticals$0$1,284,900 â–¼-100.0%00.0%HealthcareLLYEli Lilly and Company$0$1,246,288 â–¼-100.0%00.0%HealthcareAXPAmerican Express$0$1,180,277 â–¼-100.0%00.0%FinanceFTECFidelity MSCI Information Technology Index ETF$0$875,682 â–¼-100.0%00.0%ETFFCOMFidelity MSCI Communication Services Index ETF$0$853,612 â–¼-100.0%00.0%ETFFNCLFidelity MSCI Financials Index ETF$0$748,192 â–¼-100.0%00.0%ETFJSMLSmall Cap Growth Alpha ETF$0$687,200 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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