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Portfolio (Quarterly) Guide ↗

BLUEDOOR PRIVATE WEALTH, LLC

· CIK 0002110994
13F Portfolio $238M AUM 164 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 164 New
Page 8 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 4,210.0 $250K 0.10% NEW $59.36 -15.4%
142 ASML ASML HLDG NV Technology 125.0 $249K 0.10% NEW $1989.44 -13.8%
143 SLV ISHARES SILVER TR Financial Services 4,631.0 $248K 0.10% NEW $53.47 +11.9%
144 QCOM QUALCOMM INC Technology 1,323.0 $244K 0.10% NEW $184.79 -8.7%
145 LLY CALL ELI LILLY & CO Healthcare 200.0 $240K 0.10% NEW $1199.43 -4.3%
146 QQQI NEOS ETF TRUST 4,150.0 $236K 0.10% NEW $56.79 -3.6%
147 DELL DELL TECHNOLOGIES INC Technology 544.0 $235K 0.10% NEW $431.46 +21.4%
148 SYY SYSCO CORP Consumer Defensive 2,804.0 $234K 0.10% NEW $83.58 -4.2%
149 BA BOEING CO Industrials 1,061.0 $230K 0.10% NEW $216.47 -1.9%
150 RSPT INVESCO EXCHANGE TRADED FD T 3,500.0 $226K 0.10% NEW $64.50 -0.5%
151 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1,105.0 $222K 0.09% NEW $201.08 +8.0%
152 UNH UNITEDHEALTH GROUP INC Healthcare 523.0 $217K 0.09% NEW $415.63 -4.4%
153 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,355.0 $217K 0.09% NEW $160.42 +8.0%
154 SCHP SCHWAB STRATEGIC TR 8,200.0 $217K 0.09% NEW $26.50 -2.5%
155 JCI JOHNSON CONTROLS INTERNATION Industrials 1,474.0 $215K 0.09% NEW $146.11 -0.8%
156 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,178.0 $210K 0.09% NEW $178.59 -1.0%
157 SHV ISHARES TR 1,888.0 $208K 0.09% NEW $110.35 -0.2%
158 IVE ISHARES TR 900.0 $204K 0.09% NEW $227.06 +4.3%
159 VRT VERTIV HOLDINGS CO Industrials 609.0 $204K 0.09% NEW $334.82 -16.2%
160 PGX INVESCO EXCH TRADED FD TR II 10,030.0 $109K 0.05% NEW $10.84 -3.2%
Page 8 of 9  ·  164 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
Financial Services 31.8%
Technology 23.5%
Consumer Cyclical 11.9%
Industrials 11.9%
Healthcare 7.0%
Consumer Defensive 6.8%
Communication Services 5.3%
Utilities 1.1%
Energy 0.5%
Real Estate 0.3%