Sponsored

The Analysis of BLUE JEAN FINANCIAL LLC's Holdings & P&L

Currently, BLUE JEAN FINANCIAL LLC holds 70 types of securities in its portfolio with a total value $143.7M. In the most recent quarter, they have increased their positions in XYZ (+74.4K shares, valued at $5.7M), FSLR (+21.6K shares, valued at $5.1M), GLXY (+139.5K shares, valued at $3.8M); decreased their positions in AMZN (-11.3K shares, valued at $2.7M), GOOG (-7.5K shares, valued at $2.7M), NVDA (-12.6K shares, valued at $2.5M); initiated new positions in XYZ (+74.4K shares, valued at $5.7M), FSLR (+21.6K shares, valued at $5.1M), GLXY (+139.5K shares, valued at $3.8M).

1M P&L

+464.0K+0.38%

3M P&L

-4.2M-3.35%

HY P&L

+14.3M+13.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A30.9M

25.1%

2Software - Infrastructure12.7M

10.3%

3Capital Markets10.6M

8.6%

Top Industries by Stock Count

1N/A22 stocks

37.3%

2Capital Markets4 stocks

6.8%

3Software - Infrastructure4 stocks

6.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XYZ BLOCK INC74.4K sharesnew addition2026-06-302026-07-24

TSLA TESLA INC12.5K shares25.40%2026-06-302026-07-24

FSLR FIRST SOLAR INC21.6K sharesnew addition2026-06-302026-07-24

GLXY GALAXY DIGITAL INC.139.5K sharesnew addition2026-06-302026-07-24

CLOUDFLARE INC CLOUDFLARE INC15.5K sharesnew addition2026-06-302026-07-24

UPSTART HLDGS INC UPSTART HLDGS INC103.0K sharesnew addition2026-06-302026-07-24

CORZ CORE SCIENTIFIC INC NEW136.0K sharesnew addition2026-06-302026-07-24

CLS CELESTICA INC9.4K sharesnew addition2026-06-302026-07-24

Sponsored

ABNB AIRBNB INC23.7K sharesnew addition2026-06-302026-07-24

BWA BORGWARNER INC50.5K sharesnew addition2026-06-302026-07-24

SEI SOLARIS ENERGY INFRAS INC40.0K sharesnew addition2026-06-302026-07-24

RKLB ROCKET LAB CORP31.4K sharesnew addition2026-06-302026-07-24

VNLA JANUS DETROIT STR TR59.2K shares15.09%2026-06-302026-07-24

STBF TRUST FOR PROFESSIONAL MANAG113.1K shares13.80%2026-06-302026-07-24

FTAI FTAI AVIATION LTD9.8K sharesnew addition2026-06-302026-07-24

HBM HUDBAY MINERALS INC111.7K sharesnew addition2026-06-302026-07-24

Sponsored

IREN IREN LIMITED54.5K sharesnew addition2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC5.2K shares-1.69%2026-06-302026-07-24

RKT ROCKET COS INC156.0K shares20.73%2026-06-302026-07-24

BMNR BITMINE IMMERSION TECHS INC184.5K sharesnew addition2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T10.8K sharesnew addition2026-06-302026-07-24

FLYW FLYWIRE CORPORATION128.2K sharesnew addition2026-06-302026-07-24

MP MP MATERIALS CORP38.7K shares15.92%2026-06-302026-07-24

FREEPORT MCMORAN INC FREEPORT MCMORAN INC33.7K sharesnew addition2026-06-302026-07-24

Sponsored

TGT TARGET CORP16.0K sharesnew addition2026-06-302026-07-24

CCJ CAMECO CORP20.0K shares23.00%2026-06-302026-07-24

ATRO ASTRONICS CORP25.0K sharesnew addition2026-06-302026-07-24

SHOO MADDEN STEVEN LTD48.2K sharesnew addition2026-06-302026-07-24

CENX CENTURY ALUM CO43.3K sharesnew addition2026-06-302026-07-24

LIN LINDE PLC3.8K sharesnew addition2026-06-302026-07-24

GM GENERAL MTRS CO25.3K sharesnew addition2026-06-302026-07-24

URI UNITED RENTALS INC1.7K sharesnew addition2026-06-302026-07-24

Sponsored

ROK ROCKWELL AUTOMATION INC3.9K sharesnew addition2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.8K shares-1.81%2026-06-302026-07-24

MS MORGAN STANLEY8.8K sharesnew addition2026-06-302026-07-24

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC13.5K sharesnew addition2026-06-302026-07-24

XSMO INVESCO EXCHANGE TRADED FD T19.2K shares-4.81%2026-06-302026-07-24

AAPL APPLE INC6.1K shares-57.95%2026-06-302026-07-24

JSMD JANUS DETROIT STR TR17.3K shares-4.59%2026-06-302026-07-24

BAC BANK OF AMER CORP29.9K shares2.71%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC7.0K shares-61.71%2026-06-302026-07-24

CMI CUMMINS INC2.3K sharesnew addition2026-06-302026-07-24

VRP INVESCO EXCH TRADED FD TR II68.1K shares11.48%2026-06-302026-07-24

BROADCOM INC BROADCOM INC4.3K shares-2.45%2026-06-302026-07-24

GOOG ALPHABET INC4.6K shares-62.17%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR32.0K shares10.63%2026-06-302026-07-24

FLXR TCW ETF TRUST40.9K shares12.25%2026-06-302026-07-24

XMMO INVESCO EXCHANGE TRADED FD T9.4K sharesnew addition2026-06-302026-07-24

Sponsored

BFIX BUILD FUNDS TRUST63.5K shares11.41%2026-06-302026-07-24

FLBL FRANKLIN TEMPLETON ETF TR68.8K shares13.52%2026-06-302026-07-24

NVDA NVIDIA CORPORATION7.8K shares-61.70%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION10.2K shares1.70%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST16.8K shares-4.57%2026-06-302026-07-24

SBUX STARBUCKS CORP14.0K shares4.02%2026-06-302026-07-24

MSFT MICROSOFT CORP3.6K shares-60.92%2026-06-302026-07-24

ISTB ISHARES TR25.7K shares15.34%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares2.01%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC2.1K shares-61.47%2026-06-302026-07-24

FIDU FIDELITY COVINGTON TRUST10.1K sharesnew addition2026-06-302026-07-24

FREL FIDELITY COVINGTON TRUST33.2K sharesnew addition2026-06-302026-07-24

FMAT FIDELITY COVINGTON TRUST16.2K sharesnew addition2026-06-302026-07-24

XBI SPDR SERIES TRUST5.8K sharesnew addition2026-06-302026-07-24

FHLC FIDELITY COVINGTON TRUST11.6K shares-2.09%2026-06-302026-07-24

FDIS FIDELITY COVINGTON TRUST8.1K shares-3.00%2026-06-302026-07-24

Sponsored

PAVE GLOBAL X FDS13.4K sharesnew addition2026-06-302026-07-24

XAR SPDR SERIES TRUST2.6K sharesnew addition2026-06-302026-07-24

BOTZ GLOBAL X FDS19.4K sharesnew addition2026-06-302026-07-24

HEQT SIMPLIFY EXCHANGE TRADED FUN17.5K shares-8.53%2026-06-302026-07-24

3M CO 3M CO1.4K shares0.49%2026-06-302026-07-24

LPTH LIGHTPATH TECHNOLOGIES INC13.3K sharesnew addition2026-06-302026-07-24

XYZ

BLOCK INC

New

Shares74.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

25.40%

Shares12.5K

Event2026-06-30

Filed2026-07-24

FSLR

FIRST SOLAR INC

New

Shares21.6K

Event2026-06-30

Filed2026-07-24

GLXY

GALAXY DIGITAL INC.

New

Shares139.5K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC

New

Shares15.5K

Event2026-06-30

Filed2026-07-24

UPSTART HLDGS INC

New

Shares103.0K

Event2026-06-30

Filed2026-07-24

CORZ

CORE SCIENTIFIC INC NEW

New

Shares136.0K

Event2026-06-30

Filed2026-07-24

CLS

CELESTICA INC

New

Shares9.4K

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC

New

Shares23.7K

Event2026-06-30

Filed2026-07-24

BWA

BORGWARNER INC

New

Shares50.5K

Event2026-06-30

Filed2026-07-24

SEI

SOLARIS ENERGY INFRAS INC

New

Shares40.0K

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP

New

Shares31.4K

Event2026-06-30

Filed2026-07-24

VNLA

JANUS DETROIT STR TR

15.09%

Shares59.2K

Event2026-06-30

Filed2026-07-24

STBF

TRUST FOR PROFESSIONAL MANAG

13.80%

Shares113.1K

Event2026-06-30

Filed2026-07-24

FTAI

FTAI AVIATION LTD

New

Shares9.8K

Event2026-06-30

Filed2026-07-24

HBM

HUDBAY MINERALS INC

New

Shares111.7K

Event2026-06-30

Filed2026-07-24

IREN

IREN LIMITED

New

Shares54.5K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.69%

Shares5.2K

Event2026-06-30

Filed2026-07-24

RKT

ROCKET COS INC

20.73%

Shares156.0K

Event2026-06-30

Filed2026-07-24

BMNR

BITMINE IMMERSION TECHS INC

New

Shares184.5K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares10.8K

Event2026-06-30

Filed2026-07-24

FLYW

FLYWIRE CORPORATION

New

Shares128.2K

Event2026-06-30

Filed2026-07-24

MP MATERIALS CORP

15.92%

Shares38.7K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

New

Shares33.7K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

New

Shares16.0K

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP

23.00%

Shares20.0K

Event2026-06-30

Filed2026-07-24

ATRO

ASTRONICS CORP

New

Shares25.0K

Event2026-06-30

Filed2026-07-24

SHOO

MADDEN STEVEN LTD

New

Shares48.2K

Event2026-06-30

Filed2026-07-24

CENX

CENTURY ALUM CO

New

Shares43.3K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

New

Shares25.3K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-1.81%

Shares5.8K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

New

Shares8.8K

Event2026-06-30

Filed2026-07-24

DUPONT DE NEMOURS INC

New

Shares13.5K

Event2026-06-30

Filed2026-07-24

XSMO

INVESCO EXCHANGE TRADED FD T

-4.81%

Shares19.2K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-57.95%

Shares6.1K

Event2026-06-30

Filed2026-07-24

JSMD

JANUS DETROIT STR TR

-4.59%

Shares17.3K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

2.71%

Shares29.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-61.71%

Shares7.0K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-24

VRP

INVESCO EXCH TRADED FD TR II

11.48%

Shares68.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-2.45%

Shares4.3K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-62.17%

Shares4.6K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

10.63%

Shares32.0K

Event2026-06-30

Filed2026-07-24

FLXR

TCW ETF TRUST

12.25%

Shares40.9K

Event2026-06-30

Filed2026-07-24

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares9.4K

Event2026-06-30

Filed2026-07-24

BFIX

BUILD FUNDS TRUST

11.41%

Shares63.5K

Event2026-06-30

Filed2026-07-24

FLBL

FRANKLIN TEMPLETON ETF TR

13.52%

Shares68.8K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-61.70%

Shares7.8K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

1.70%

Shares10.2K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

-4.57%

Shares16.8K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

4.02%

Shares14.0K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-60.92%

Shares3.6K

Event2026-06-30

Filed2026-07-24

ISTB

ISHARES TR

15.34%

Shares25.7K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

2.01%

Shares1.3K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-61.47%

Shares2.1K

Event2026-06-30

Filed2026-07-24

FIDU

FIDELITY COVINGTON TRUST

New

Shares10.1K

Event2026-06-30

Filed2026-07-24

FREL

FIDELITY COVINGTON TRUST

New

Shares33.2K

Event2026-06-30

Filed2026-07-24

FMAT

FIDELITY COVINGTON TRUST

New

Shares16.2K

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

New

Shares5.8K

Event2026-06-30

Filed2026-07-24

FHLC

FIDELITY COVINGTON TRUST

-2.09%

Shares11.6K

Event2026-06-30

Filed2026-07-24

FDIS

FIDELITY COVINGTON TRUST

-3.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

New

Shares13.4K

Event2026-06-30

Filed2026-07-24

XAR

SPDR SERIES TRUST

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

BOTZ

GLOBAL X FDS

New

Shares19.4K

Event2026-06-30

Filed2026-07-24

HEQT

SIMPLIFY EXCHANGE TRADED FUN

-8.53%

Shares17.5K

Event2026-06-30

Filed2026-07-24

3M CO

0.49%

Shares1.4K

Event2026-06-30

Filed2026-07-24

LPTH

LIGHTPATH TECHNOLOGIES INC

New

Shares13.3K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available