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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 Chg Shares Chg % Period Price ① Since Period ①
1 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 55,250.0 $4.6M 1.85% NEW $82.84 +1.0%
2 ACMR ACM RESH INC COM CL A Technology 3,000.0 $381K 0.15% NEW $126.89 -41.3%
3 UNH UNITEDHEALTH GROUP INC COM Healthcare 724.0 $301K 0.12% NEW $415.64 -4.5%
4 NOK NOKIA CORP SPONSORED ADR Technology 20,000.0 $266K 0.11% NEW $13.28 -24.4%
5 AMD ADVANCED MICRO DEVICES INC COM Technology 457.0 $265K 0.11% NEW $580.91 -17.8%
6 INTC INTEL CORP COM Technology 1,900.0 $265K 0.11% NEW $139.63 -31.4%
7 CSCO CISCO SYS INC COM Technology 2,045.0 $240K 0.10% NEW $117.46 -7.0%
8 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 17,000.0 $202K 0.08% NEW $11.89 +55.8%

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 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%