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Portfolio (Quarterly) Guide ↗

Blue Sparrow, LLC /DE

· CIK 0002104539
13F Portfolio $5.8B AUM 176 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 17 Added 59 Reduced 15 Exited
Page 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VLO VALERO ENERGY ORD Energy 6,310.0 $1.6M 0.03% NEW $247.08 +2.7%
142 DTE DTE ENERGY ORD Utilities 9,710.0 $1.4M 0.02% NEW $146.22 -1.7%
143 PSX PHILLIPS 66 ORD Energy 7,410.0 $1.3M 0.02% NEW $182.18 -1.6%
144 IQVIA HOLDINGS ORD 7,760.0 $1.3M 0.02% NEW $170.54
145 EQR EQUITY RESIDENTIAL REIT ORD Real Estate 22,110.0 $1.3M 0.02% NEW $59.15 +11.2%
146 TSN TYSON FOODS CL A ORD Consumer Defensive 19,840.0 $1.3M 0.02% NEW $64.07 +3.8%
147 L LOEWS ORD Financial Services 11,380.0 $1.2M 0.02% NEW $106.74 +2.3%
148 SBAC SBA COMMUNICATIONS CL A REIT ORD Real Estate 6,920.0 $1.2M 0.02% NEW $172.11 +20.7%
149 DVN DEVON ENERGY ORD Energy 23,260.0 $1.2M 0.02% NEW $50.32 -6.4%
150 YUM YUM BRANDS ORD Consumer Cyclical 7,520.0 $1.2M 0.02% NEW $155.48 -1.8%
151 ICE INTERCONTINENTAL EXCHANGE ORD Financial Services 7,400.0 $1.2M 0.02% -37K -83.4% $157.28 -3.7%
152 AFL AFLAC ORD Financial Services 10,580.0 $1.2M 0.02% NEW $109.71 +7.4%
153 HIG THE HARTFORD INSURANCE GROUP ORD Financial Services 8,570.0 $1.2M 0.02% NEW $135.23 +0.6%
154 PTC PTC ORD Technology 8,040.0 $1.1M 0.02% NEW $142.49 +3.8%
155 AIG AMERICAN INTERNATIONAL GROUP ORD Financial Services 14,810.0 $1.1M 0.02% NEW $75.25 +4.5%
156 SYY SYSCO ORD Consumer Defensive 15,580.0 $1.1M 0.02% NEW $71.33 +5.8%
157 T AT&T ORD Communication Services 37,200.0 $1.1M 0.02% -494K -93.0% $28.99 -14.0%
158 HUM HUMANA ORD Healthcare 6,180.0 $1.1M 0.02% NEW $173.39 +75.1%
159 PEG PUBLIC SERVICE ENTERPRISE GROUP ORD Utilities 13,000.0 $1.1M 0.02% NEW $80.95 -3.1%
160 USB US BANCORP ORD Financial Services 19,150.0 $996K 0.02% NEW $52.01 +4.8%
Page 8 of 9  ·  176 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 37.9%
Financial Services 23.9%
Communication Services 12.5%
Consumer Cyclical 7.0%
Energy 5.5%
Healthcare 5.0%
Industrials 3.2%
Consumer Defensive 3.0%
Real Estate 0.9%
Utilities 0.5%