Holders — by stockHoldings — by fund
BLUE JEAN FINANCIAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002047089
$143.7M
disclosed book value
70
positions
3.9%
largest position share
Positions, as of 2026-06-30
top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XYZBLOCK INC | 74,436 | $5.7M | 3.9% |
| 2 | TSLATESLA INC | 12,469 | $5.2M | 3.7% |
| 3 | FSLRFIRST SOLAR INC | 21,550 | $5.1M | 3.5% |
| 4 | GLXYGALAXY DIGITAL INC. | 139,471 | $3.8M | 2.7% |
| 5 | NETCLOUDFLARE INC | 15,475 | $3.8M | 2.6% |
| 6 | UPSTUPSTART HLDGS INC | 103,049 | $3.7M | 2.5% |
| 7 | CORZCORE SCIENTIFIC INC NEW | 135,999 | $3.5M | 2.4% |
| 8 | CLSCELESTICA INC | 9,404 | $3.4M | 2.4% |
| 9 | ABNBAIRBNB INC | 23,688 | $3.4M | 2.4% |
| 10 | BWABORGWARNER INC | 50,508 | $3.4M | 2.3% |
| 11 | SEISOLARIS ENERGY INFRAS INC | 39,981 | $3.2M | 2.2% |
| 12 | RKLBROCKET LAB CORP | 31,357 | $3.2M | 2.2% |
| 13 | VNLAJANUS DETROIT STR TR | 59,184 | $2.9M | 2% |
| 14 | STBFTRUST FOR PROFESSIONAL MANAG | 113,106 | $2.9M | 2% |
| 15 | FTAI AVIATION LTD | 9,786 | $2.6M | 1.8% |
| 16 | HBMHUDBAY MINERALS INC | 111,723 | $2.6M | 1.8% |
| 17 | IREN LIMITED | 54,520 | $2.5M | 1.7% |
| 18 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 5,182 | $2.5M | 1.7% |
| 19 | RKTROCKET COS INC | 155,999 | $2.5M | 1.7% |
| 20 | BMNRBITMINE IMMERSION TECHS INC | 184,513 | $2.5M | 1.7% |
| 21 | RSPINVESCO EXCHANGE TRADED FD T | 10,821 | $2.3M | 1.6% |
| 22 | FLYWFLYWIRE CORPORATION | 128,158 | $2.3M | 1.6% |
| 23 | MPMP MATERIALS CORP | 38,695 | $2.2M | 1.5% |
| 24 | FCXFREEPORT MCMORAN INC | 33,747 | $2.1M | 1.5% |
| 25 | TGTTARGET CORP | 15,995 | $2.1M | 1.5% |
| 26 | CCJCAMECO CORP | 20,009 | $2.0M | 1.4% |
| 27 | ATROASTRONICS CORP | 25,020 | $2.0M | 1.4% |
| 28 | SHOOMADDEN STEVEN LTD | 48,194 | $2.0M | 1.4% |
| 29 | CENXCENTURY ALUM CO | 43,289 | $2.0M | 1.4% |
| 30 | LINDE PLC | 3,819 | $2.0M | 1.4% |
| 31 | GMGENERAL MTRS CO | 25,255 | $1.9M | 1.4% |
| 32 | URIUNITED RENTALS INC | 1,717 | $1.9M | 1.4% |
| 33 | ROKROCKWELL AUTOMATION INC | 3,859 | $1.9M | 1.3% |
| 34 | JPMJPMORGAN CHASE & CO | 5,815 | $1.9M | 1.3% |
| 35 | MSMORGAN STANLEY | 8,843 | $1.8M | 1.3% |
| 36 | DDDUPONT DE NEMOURS INC | 13,500 | $1.8M | 1.3% |
| 37 | XSMOINVESCO EXCHANGE TRADED FD T | 19,191 | $1.8M | 1.3% |
| 38 | AAPLAPPLE INC | 6,101 | $1.8M | 1.2% |
| 39 | JSMDJANUS DETROIT STR TR | 17,335 | $1.8M | 1.2% |
| 40 | BACBANK OF AMER CORP | 29,860 | $1.7M | 1.2% |
| 41 | AMZNAMAZON COM INC | 7,026 | $1.7M | 1.2% |
| 42 | CMICUMMINS INC | 2,339 | $1.7M | 1.2% |
| 43 | VRPINVESCO EXCH TRADED FD TR II | 68,140 | $1.7M | 1.2% |
| 44 | AVGOBROADCOM INC | 4,302 | $1.6M | 1.1% |
| 45 | GOOGALPHABET INC | 4,592 | $1.6M | 1.1% |
| 46 | JAAAJANUS DETROIT STR TR | 32,019 | $1.6M | 1.1% |
| 47 | FLXRTCW ETF TRUST | 40,876 | $1.6M | 1.1% |
| 48 | XMMOINVESCO EXCHANGE TRADED FD T | 9,364 | $1.6M | 1.1% |
| 49 | BFIXBUILD FUNDS TRUST | 63,473 | $1.6M | 1.1% |
| 50 | FLBLFRANKLIN TEMPLETON ETF TR | 68,820 | $1.6M | 1.1% |
| 51 | NVDANVIDIA CORPORATION | 7,793 | $1.6M | 1.1% |
| 52 | JOHNSON CONTROLS INTERNATION | 10,166 | $1.5M | 1% |
| 53 | SPYMSPDR SERIES TRUST | 16,784 | $1.5M | 1% |
| 54 | SBUXSTARBUCKS CORP | 13,961 | $1.4M | 1% |
| 55 | MSFTMICROSOFT CORP | 3,571 | $1.3M | 0.9% |
| 56 | ISTBISHARES TR | 25,698 | $1.2M | 0.9% |
| 57 | COSTCOSTCO WHOLESALE CORPORATION | 1,321 | $1.2M | 0.9% |
| 58 | METAMETA PLATFORMS INC | 2,063 | $1.2M | 0.8% |
| 59 | FIDUFIDELITY COVINGTON TRUST | 10,095 | $1.0M | 0.7% |
| 60 | FRELFIDELITY COVINGTON TRUST | 33,203 | $972,848 | 0.7% |
| 61 | FMATFIDELITY COVINGTON TRUST | 16,164 | $945,756 | 0.7% |
| 62 | XBISPDR SERIES TRUST | 5,776 | $914,052 | 0.6% |
| 63 | FHLCFIDELITY COVINGTON TRUST | 11,595 | $895,714 | 0.6% |
| 64 | FDISFIDELITY COVINGTON TRUST | 8,070 | $829,919 | 0.6% |
| 65 | PAVEGLOBAL X FDS | 13,399 | $789,469 | 0.5% |
| 66 | XARSPDR SERIES TRUST | 2,630 | $746,368 | 0.5% |
| 67 | BOTZGLOBAL X FDS | 19,416 | $736,643 | 0.5% |
| 68 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 17,482 | $586,346 | 0.4% |
| 69 | MMM3M CO | 1,432 | $231,906 | 0.2% |
| 70 | LPTHLIGHTPATH TECHNOLOGIES INC | 13,285 | $217,210 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.