Portfolio (Quarterly) Guide ↗

BLUE SQUARE ASSET MANAGEMENT, LLC

· CIK 0001769578

13F Portfolio $247M AUM 74 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 13 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INDA	ISHARES MSCI INDIA ETF	—	75,939	$3.6M	1.69%	SOLD
2	GBTC	GRAYSCALE BITCOIN TRUST ETF	Financial Services	20,606	$1.1M	0.52%	SOLD
3	XOM	EXXON MOBIL CORP COM	Energy	1,585	$269K	0.13%	SOLD
4	BTC	GRAYSCALE BITCOIN MINI TRUST ETF	Financial Services	7,048	$211K	0.10%	SOLD

Sector Allocation

Technology 39.8%

Financial Services 25.9%

Healthcare 10.3%

Consumer Cyclical 9.1%

Communication Services 7.0%

Industrials 5.0%

Basic Materials 2.8%

Consumer Defensive 0.2%