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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 33 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MDT MEDTRONIC PLC SHS Healthcare 2,890.0 $226K 0.01% NEW $78.24 +16.5%
642 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 9,761.0 $226K 0.01% -621.0 -6.0% $23.15 -1.5%
643 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 4,753.0 $225K 0.01% -112.0 -2.3% $47.41 -1.0%
644 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 4,536.0 $224K 0.01% -231.0 -4.8% $49.49 +2.0%
645 IVVW ISHARES S&P 500 BUYWRITE ETF 5,025.0 $224K 0.01% NEW $44.60 +2.0%
646 ECL ECOLAB INC COM Basic Materials 804.0 $224K 0.01% NEW $278.66 +3.9%
647 NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 3,784.0 $224K 0.01% -54.0 -1.4% $59.20 +1.4%
648 TRADR 2X LONG QUBT DAILY ETF 20,417.0 $223K 0.01% NEW $10.93
649 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 4,938.0 $223K 0.01% NEW $45.11 +18.5%
650 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 4,606.0 $222K 0.01% NEW $48.25 -0.2%
651 DE DEERE & CO COM Industrials 350.0 $222K 0.01% -319.0 -47.7% $634.39 -0.6%
652 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 4,440.0 $221K 0.01% +261.0 +6.2% $49.78 -0.4%
653 IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 8,633.0 $219K 0.01% $25.42 -0.1%
654 PRF INVESCO RAFI US 1000 ETF 4,050.0 $219K 0.01% NEW $54.03 +3.9%
655 CDNS CADENCE DESIGN SYSTEM INC COM Technology 582.0 $218K 0.01% NEW $375.32 -11.6%
656 URI UNITED RENTALS INC COM Industrials 192.0 $218K 0.01% NEW $1132.91 -7.0%
657 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 7,385.0 $216K 0.01% NEW $29.24 -0.4%
658 SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 3,739.0 $215K 0.01% NEW $57.50 +1.5%
659 DVN DEVON ENERGY CORP NEW COM Energy 5,164.0 $213K 0.01% NEW $41.32 +13.5%
660 CION CION INVT CORP COM Financial Services 34,177.0 $213K 0.01% -7K -16.2% $6.23 +20.5%
Page 33 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%