Blue Jean Financial LLC Top Holdings and 13F Report (2026) About Blue Jean Financial LLCInvestment ActivityBlue Jean Financial LLC has $162.79 million in total holdings as of September 30, 2026.Blue Jean Financial LLC owns shares of 74 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 54.97% of the portfolio was purchased this quarter.About 44.29% of the portfolio was sold this quarter.This quarter, Blue Jean Financial LLC has purchased 70 new stocks and bought additional shares in 24 stocks.Blue Jean Financial LLC sold shares of 12 stocks and completely divested from 34 stocks this quarter.Largest Holdings BLOCK INC $5,582,251Cloudflare $5,333,526BITMINE IMMERSION TECHS INC $5,285,683Keysight Technologies $5,285,133Coinbase Global $4,167,568 Largest New Holdings this Quarter 49338L103 - Keysight Technologies $5,285,133 Holding19260Q107 - Coinbase Global $4,167,568 Holding00215W100 - ASE Technology $4,167,547 Holding88023B103 - TEMPUS AI INC $3,682,879 Holding573874104 - Marvell Technology $3,554,153 Holding Largest Purchases this Quarter Keysight Technologies 14,518 shares (about $5.29M)Coinbase Global 22,357 shares (about $4.17M)ASE Technology 93,737 shares (about $4.17M)TEMPUS AI INC 44,968 shares (about $3.68M)Marvell Technology 13,452 shares (about $3.55M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 459 shares (about $95.48K)United Rentals 92 shares (about $92.07K)Small/Mid Cap Growth Alpha ETF 693 shares (about $61.88K)SPDR Portfolio S&P 500 ETF 686 shares (about $61.58K)Invesco S&P SmallCap Momentum ETF 715 shares (about $58.33K) 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$5,582,251$108,971 ▲2.0%75,9183.4%CL ANETCloudflare$5,333,526$40,632 ▼-0.8%15,3583.3%TechnologyBITMINE IMMERSION TECHS INC$5,285,683$409,004 ▲8.4%199,9883.2%COM NEWKEYSKeysight Technologies$5,285,133$5,285,133 ▲New Holding14,5183.2%TechnologyCOINCoinbase Global$4,167,568$4,167,568 ▲New Holding22,3572.6%FinanceASXASE Technology$4,167,547$4,167,547 ▲New Holding93,7372.6%TechnologyABNBAirbnb$3,927,411$121,933 ▲3.2%24,4472.4%Consumer DiscretionaryTEMPUS AI INC$3,682,879$3,682,879 ▲New Holding44,9682.3%CL AMRVLMarvell Technology$3,554,153$3,554,153 ▲New Holding13,4522.2%TechnologyIRENIREN$3,547,362$1,318,584 ▲59.2%86,7752.2%TechnologySHOPIFY INC$3,482,232$3,482,232 ▲New Holding23,4812.1%CL A SUB VTG SHSGALAXY DIGITAL INC.$3,386,236$214,666 ▲6.8%148,9112.1%CL ASOLARIS ENERGY INFRAS INC$3,358,699$512,852 ▲18.0%47,1862.1%COM CL ASANDISK CORP$3,311,011$3,311,011 ▲New Holding1,9032.0%COMSMTCSemtech$3,302,685$3,302,685 ▲New Holding18,5182.0%TechnologyCGNXCognex$3,228,521$3,228,521 ▲New Holding53,2322.0%TechnologyBEBloom Energy$3,174,191$3,174,191 ▲New Holding11,4601.9%IndustrialsVNLAJanus Henderson Short Duration Income ETF$3,173,493$299,518 ▲10.4%65,3521.9%ETFHIMSHims & Hers Health$3,158,783$3,158,783 ▲New Holding106,0351.9%HealthcareLITELumentum$3,156,595$3,156,595 ▲New Holding3,2501.9%TechnologyTRUST FOR PROFESSIONAL MANAG$3,125,512$312,566 ▲11.1%125,6741.9%PERFO TR BD ETFDUOLINGO INC$2,988,834$2,988,834 ▲New Holding20,9891.8%CL A COMULTAUlta Beauty$2,979,904$2,979,904 ▲New Holding5,4561.8%Consumer DiscretionaryRKTRocket Companies$2,925,980$1,130,432 ▲63.0%254,2121.8%FinanceSOFISoFi Technologies$2,919,581$2,919,581 ▲New Holding185,7241.8%FinanceTSMTaiwan Semiconductor Manufacturing$2,393,173$29,196 ▲1.2%5,2461.5%TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,155,503$95,481 ▼-4.2%10,3621.3%ETFAMDAdvanced Micro Devices$2,092,831$2,092,831 ▲New Holding3,4211.3%TechnologyAAPLApple$2,054,400$22,645 ▲1.1%6,1691.3%TechnologyMUMicron Technology$1,993,886$1,993,886 ▲New Holding1,8721.2%TechnologyCIRCLE INTERNET GROUP INC$1,984,077$1,984,077 ▲New Holding24,1461.2%COM CL AMETAMeta Platforms$1,979,741$483,695 ▲32.3%2,7301.2%Communication ServicesGMGeneral Motors$1,966,503$21,868 ▲1.1%25,5391.2%Consumer DiscretionaryHPEHewlett Packard Enterprise$1,955,417$1,955,417 ▲New Holding30,6061.2%TechnologyJPMJPMorgan Chase & Co.$1,942,872$19,187 ▲1.0%5,8731.2%FinanceMSFTMicrosoft$1,885,933$54,367 ▲3.0%3,6771.2%TechnologyARISTA NETWORKS INC$1,814,801$1,814,801 ▲New Holding8,9141.1%COM SHSVRPInvesco Variable Rate Preferred ETF$1,779,767$164,168 ▲10.2%75,0641.1%ETFAMZNAmazon.com$1,778,184$27,656 ▲1.6%7,1371.1%Consumer DiscretionaryTCW ETF TRUST$1,767,430$1,767,430 ▲New Holding34,9641.1%AAA CLO ETFSEIXVirtus Seix Senior Loan ETF$1,750,507$1,750,507 ▲New Holding75,5181.1%ETFTCW ETF TRUST$1,730,319$1,730,319 ▲New Holding35,7431.1%MULTISECTOR CRDTTCW ETF TRUST$1,729,722$179,295 ▲11.6%45,6031.1%FLEXIBLE INCOMEMSMorgan Stanley$1,702,312$39,121 ▲2.4%9,0511.0%FinanceDEDeere & Company$1,684,247$1,684,247 ▲New Holding2,5081.0%IndustrialsDELLDell Technologies$1,681,632$1,681,632 ▲New Holding3,1261.0%TechnologyBACBank of America$1,673,940$48,660 ▲3.0%30,7541.0%FinanceUBERUber Technologies$1,650,885$1,650,885 ▲New Holding24,0971.0%IndustrialsGOOGAlphabet$1,629,759$65,081 ▲4.2%4,7831.0%Communication ServicesURIUnited Rentals$1,626,268$92,072 ▼-5.4%1,6251.0%IndustrialsNOWServiceNow$1,607,986$1,607,986 ▲New Holding11,9991.0%TechnologyJCIJohnson Controls International$1,600,366$89,190 ▲5.9%10,7661.0%IndustrialsCMGChipotle Mexican Grill$1,597,820$1,597,820 ▲New Holding50,0101.0%Consumer DiscretionarySPOTSpotify Technology$1,517,214$1,517,214 ▲New Holding3,1130.9%Communication ServicesXSMOInvesco S&P SmallCap Momentum ETF$1,507,272$58,330 ▼-3.7%18,4760.9%ETFCOSTCostco Wholesale$1,503,882$301,323 ▲25.1%1,6520.9%Consumer StaplesJSMDSmall/Mid Cap Growth Alpha ETF$1,486,102$61,884 ▼-4.0%16,6420.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,444,956$61,575 ▼-4.1%16,0980.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,340,275$1,340,275 ▲New Holding15,0070.8%ETFXMMOInvesco S&P MidCap Momentum ETF$1,325,153$49,015 ▼-3.6%9,0300.8%ETFDOORDASH INC$1,040,912$1,040,912 ▲New Holding5,6710.6%CL AFHLCFidelity MSCI Health Care Index ETF$910,547$36,765 ▼-3.9%11,1450.6%ETFFRELFidelity MSCI Real Estate Index ETF$861,253$41,205 ▼-4.6%31,6870.5%ETFFMATFidelity MSCI Materials Index ETF$859,567$41,415 ▼-4.6%15,4210.5%ETFFIDUFidelity MSCI Industrials Index ETF$854,354$39,861 ▼-4.5%9,6450.5%ETFXSDSPDR S&P Semiconductor ETF$755,238$755,238 ▲New Holding1,4260.5%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$744,894$19,416 ▼-2.5%7,8650.5%ETFROUNDHILL ETF TRUST$723,716$723,716 ▲New Holding11,9900.4%MEMORY ETFARK ETF TR$713,637$713,637 ▲New Holding15,6740.4%BLOC FIN INN ETFWGMIValkyrie Bitcoin Miners ETF$666,402$666,402 ▲New Holding14,8320.4%ETFMORGAN STANLEY ETF TRUST$581,118$581,118 ▲New Holding16,4180.4%PARA HEDG EQ ETFMMM3M$245,635$10,508 ▲4.5%1,4960.2%IndustrialsGLDSPDR Gold Shares$203,369$203,369 ▲New Holding5340.1%ETFTREKOR METALS LTD$91,933$91,933 ▲New Holding10,3180.1%COMTSLATesla$0$5,244,461 ▼-100.0%00.0%Consumer DiscretionaryFSLRFirst Solar$0$5,084,938 ▼-100.0%00.0%TechnologyUPSTUpstart$0$3,651,026 ▼-100.0%00.0%FinanceCORE SCIENTIFIC INC NEW$0$3,480,214 ▼-100.0%00.0%COMCELESTICA INC$0$3,430,579 ▼-100.0%00.0%COMBWABorgWarner$0$3,353,731 ▼-100.0%00.0%Consumer DiscretionaryROCKET LAB CORP$0$3,187,439 ▼-100.0%00.0%COMFTAI AVIATION LTD$0$2,647,407 ▼-100.0%00.0%SHSHBMHudBay Minerals$0$2,637,780 ▼-100.0%00.0%MaterialsFLYWFlywire$0$2,251,736 ▼-100.0%00.0%FinanceMPMP Materials$0$2,167,307 ▼-100.0%00.0%MaterialsFCXFreeport-McMoRan$0$2,122,349 ▼-100.0%00.0%MaterialsTGTTarget$0$2,089,107 ▼-100.0%00.0%Consumer StaplesCCJCameco$0$2,038,117 ▼-100.0%00.0%EnergyATROAstronics$0$2,033,125 ▼-100.0%00.0%IndustrialsSHOOSteven Madden$0$2,028,967 ▼-100.0%00.0%Consumer DiscretionaryCENXCentury Aluminum$0$1,991,727 ▼-100.0%00.0%MaterialsLINDE PLC$0$1,981,832 ▼-100.0%00.0%SHSROKRockwell Automation$0$1,910,514 ▼-100.0%00.0%IndustrialsDUPONT DE NEMOURS INC$0$1,831,140 ▼-100.0%00.0%COMMON STOCKCMICummins$0$1,668,198 ▼-100.0%00.0%IndustrialsAVGOBroadcom$0$1,625,081 ▼-100.0%00.0%TechnologyJAAAJanus Henderson AAA CLO ETF$0$1,616,639 ▼-100.0%00.0%ETFBFIXBuild Bond Innovation ETF$0$1,591,909 ▼-100.0%00.0%ETFFLBLFranklin Senior Loan ETF$0$1,577,354 ▼-100.0%00.0%ETFNVDANVIDIA$0$1,559,301 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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