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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 12 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DWLD DAVIS SELECT WORLDWIDE ETF 39,750.0 $1.8M 0.09% +30K +295.6% $46.24 +3.8%
222 APH AMPHENOL CORP CL A Technology 10,171.0 $1.8M 0.09% -4K -26.8% $176.32 -8.5%
223 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 6,700.0 $1.8M 0.09% +80.0 +1.2% $266.71 -56.3%
224 UAPR INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL 50,258.0 $1.8M 0.09% $35.11 +1.6%
225 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 6,167.0 $1.8M 0.09% -69.0 -1.1% $285.58 -1.4%
226 DECT ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF 44,727.0 $1.8M 0.09% $39.26 +2.3%
227 TTMI TTM TECHNOLOGIES INC COM Technology 9,347.0 $1.7M 0.09% NEW $187.02 -34.9%
228 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 18,973.0 $1.7M 0.09% $90.79 +2.4%
229 LNT ALLIANT ENERGY CORP COM Utilities 22,519.0 $1.7M 0.09% $76.29 -9.7%
230 MRK MERCK & CO INC COM Healthcare 13,246.0 $1.7M 0.09% +2K +13.8% $128.50 +19.2%
231 SMH VANECK SEMICONDUCTOR ETF 2,574.0 $1.7M 0.08% +495.0 +23.8% $655.94 -15.3%
232 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 14,452.0 $1.7M 0.08% +883.0 +6.5% $116.67 +52.2%
233 BLUEROCK PVT REAL ESTATE FD COM 128,751.0 $1.7M 0.08% -15K -10.3% $13.01
234 NVT NVENT ELEC PLC SHS Industrials 9,865.0 $1.7M 0.08% NEW $169.61 -8.5%
235 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 33,125.0 $1.7M 0.08% NEW $50.37 -2.0%
236 AGX ARGAN INC COM Industrials 2,031.0 $1.6M 0.08% NEW $798.55 -43.0%
237 FTCS FIRST TRUST CAPITAL STRENGTH ETF 17,266.0 $1.6M 0.08% -1K -6.6% $93.92 +8.4%
238 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST 58,816.0 $1.6M 0.08% -7K -10.2% $27.54
239 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 21,990.0 $1.6M 0.08% +4K +22.1% $73.26 -1.7%
240 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 34,157.0 $1.6M 0.08% +5K +15.3% $46.77 -0.2%
Page 12 of 35  ·  696 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%