Blue Jean Financial

Blue Jean Financial as of June 30, 2026

Portfolio Holdings for Blue Jean Financial

Blue Jean Financial holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Block Cl A (XYZ) 3.9 $5.7M 74k 76.00
Tesla Motors (TSLA) 3.7 $5.2M 13k 420.60
First Solar (FSLR) 3.5 $5.1M 22k 235.96
Galaxy Digital Cl A (GLXY) 2.7 $3.8M 140k 27.34
Cloudflare Cl A Com (NET) 2.6 $3.8M 16k 245.28
Upstart Hldgs (UPST) 2.5 $3.7M 103k 35.43
Core Scientific (CORZ) 2.4 $3.5M 136k 25.59
Celestica (CLS) 2.4 $3.4M 9.4k 364.80
Airbnb Com Cl A (ABNB) 2.4 $3.4M 24k 143.10
BorgWarner (BWA) 2.3 $3.4M 51k 66.40
Solaris Energy Infras Com Cl A (SEI) 2.2 $3.2M 40k 80.46
Rocket Lab Corp (RKLB) 2.2 $3.2M 31k 101.65
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.0 $2.9M 59k 48.87
Trust For Professional Man Perfo Tr Bd Etf (STBF) 2.0 $2.9M 113k 25.38
Ftai Aviation SHS (FTAI) 1.8 $2.6M 9.8k 270.53
HudBay Minerals (HBM) 1.8 $2.6M 112k 23.61
Iren Ordinary Shares (IREN) 1.7 $2.5M 55k 45.73
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.7 $2.5M 5.2k 477.57
Rocket Cos Com Cl A (RKT) 1.7 $2.5M 156k 15.75
Bitmine Immersion Techs Com New (BMNR) 1.7 $2.5M 185k 13.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $2.3M 11k 212.77
Flywire Corporation Com Vtg (FLYW) 1.6 $2.3M 128k 17.57
Mp Materials Corp Com Cl A (MP) 1.5 $2.2M 39k 56.01
Freeport Mcmoran CL B (FCX) 1.5 $2.1M 34k 62.89
Target Corporation (TGT) 1.5 $2.1M 16k 130.61
Cameco Corporation (CCJ) 1.4 $2.0M 20k 101.86
Astronics Corporation (ATRO) 1.4 $2.0M 25k 81.26
Steven Madden (SHOO) 1.4 $2.0M 48k 42.10
Century Aluminum Company (CENX) 1.4 $2.0M 43k 46.01
Linde SHS (LIN) 1.4 $2.0M 3.8k 518.94
General Motors Company (GM) 1.4 $1.9M 25k 77.08
United Rentals (URI) 1.4 $1.9M 1.7k 1132.89
Rockwell Automation (ROK) 1.3 $1.9M 3.9k 495.08
JPMorgan Chase & Co. (JPM) 1.3 $1.9M 5.8k 327.31
Morgan Stanley Com New (MS) 1.3 $1.8M 8.8k 209.04
Dupont De Nemours Common Stock (DD) 1.3 $1.8M 14k 135.64
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.3 $1.8M 19k 93.63
Apple (AAPL) 1.2 $1.8M 6.1k 289.36
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 1.2 $1.8M 17k 101.24
Bank of America Corporation (BAC) 1.2 $1.7M 30k 56.98
Amazon (AMZN) 1.2 $1.7M 7.0k 238.34
Cummins (CMI) 1.2 $1.7M 2.3k 713.21
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.2 $1.7M 68k 24.31
Broadcom (AVGO) 1.1 $1.6M 4.3k 377.75
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.6M 4.6k 353.33
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $1.6M 32k 50.49
Tcw Etf Trust Flexible Income (FLXR) 1.1 $1.6M 41k 39.21
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.1 $1.6M 9.4k 170.14
Build Funds Trust Bond Innovation (BFIX) 1.1 $1.6M 64k 25.08
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.1 $1.6M 69k 22.92
NVIDIA Corporation (NVDA) 1.1 $1.6M 7.8k 200.09
Johnson Controls Internation SHS (JCI) 1.0 $1.5M 10k 146.11
Spdr Series Trust St Str P500etf (SPYM) 1.0 $1.5M 17k 87.88
Starbucks Corporation (SBUX) 1.0 $1.4M 14k 102.19
Microsoft Corporation (MSFT) 0.9 $1.3M 3.6k 373.02
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $1.2M 26k 48.25
Costco Wholesale Corporation (COST) 0.9 $1.2M 1.3k 935.47
Meta Platforms Cl A (META) 0.8 $1.2M 2.1k 563.29
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.7 $1.0M 10k 99.61
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.7 $973k 33k 29.30
Fidelity Covington Trust Msci Matls Index (FMAT) 0.7 $946k 16k 58.51
Spdr Series Trust St Str Sp Biot (XBI) 0.6 $914k 5.8k 158.25
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.6 $896k 12k 77.25
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.6 $830k 8.1k 102.84
Global X Fds Us Infr Dev Etf (PAVE) 0.5 $790k 13k 58.92
Spdr Series Trust St Str Sp Aero (XAR) 0.5 $746k 2.6k 283.79
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.5 $737k 19k 37.94
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.4 $586k 18k 33.54
3M Company (MMM) 0.2 $232k 1.4k 161.95
Lightpath Technologies Com Cl A (LPTH) 0.2 $217k 13k 16.35