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Portfolio (Quarterly) Guide ↗

Strategic Blueprint, LLC

· CIK 0001767821
13F Portfolio $2.0B AUM 697 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 121 New 311 Added 221 Reduced 77 Exited
Page 14 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,874.0 $399K 0.02% +366.0 +24.3% $212.81 +4.2%
262 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 3,444.0 $396K 0.02% +589.0 +20.6% $114.88 -0.6%
263 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 8,625.0 $395K 0.02% +3K +53.8% $45.80 -2.0%
264 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 795.0 $395K 0.02% +195.0 +32.5% $496.73 +11.3%
265 ABT ABBOTT LABORATORIES COM Healthcare 4,330.0 $393K 0.02% +345.0 +8.7% $90.73 +28.0%
266 FRONTIER ASSET TOTAL INTERNATIONAL EQUITY ETF 10,902.0 $392K 0.02% +2K +19.6% $35.91
267 NUE NUCOR CORP COM Basic Materials 1,695.0 $378K 0.02% +146.0 +9.4% $222.74 +11.1%
268 PTL INSPIRE 500 ETF 1,307.0 $374K 0.02% +91.0 +7.5% $286.14 -1.3%
269 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 3,176.0 $373K 0.02% +26.0 +0.8% $117.49 -2.6%
270 LIN LINDE PLC SHS Basic Materials 711.0 $369K 0.02% +200.0 +39.1% $519.14 -6.2%
271 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 8,642.0 $367K 0.02% +1K +13.6% $42.41 -0.1%
272 FITB FIFTH THIRD BANCORP COM Financial Services 6,498.0 $366K 0.02% +2K +34.1% $56.37 -2.6%
273 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 20,396.0 $362K 0.02% +105.0 +0.5% $17.73 -4.4%
274 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 1,861.0 $357K 0.02% +91.0 +5.1% $191.72 -6.4%
275 GILD GILEAD SCIENCES INC COM Healthcare 2,819.0 $356K 0.02% +625.0 +28.5% $126.33 +17.8%
276 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 12,512.0 $355K 0.02% +1K +8.8% $28.39 -0.6%
277 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 13,409.0 $354K 0.02% +2K +13.6% $26.39 -0.2%
278 EZU ISHARES MSCI EUROZONE ETF 4,912.0 $341K 0.02% +95.0 +2.0% $69.50 +3.0%
279 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK Financial Services 67,749.0 $338K 0.02% +476.0 +0.7% $4.99 +1.6%
280 VHT VANGUARD HEALTH CARE ETF 1,112.0 $332K 0.02% +9.0 +0.8% $298.91 +10.1%
Page 14 of 16  ·  311 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 33.8%
Financial Services 20.2%
Industrials 14.9%
Communication Services 7.8%
Consumer Cyclical 6.3%
Healthcare 6.2%
Consumer Defensive 4.6%
Utilities 2.7%
Energy 2.2%
Real Estate 0.7%