BLUE JEAN FINANCIAL LLC

ALBANY, NY · CIK 2047089 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlbany, NY

$143.7m reported value +18.4% vs Q1 2026

70positions

28.5%in top 10

38 new 17 added 15 reduced 36 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BLOCK INC CL A XYZ	XYZ	74,436	$5.7m3.94%	3.94%	New
2	TESLA INC COM TSLA	TSLA	12,469	$5.2m3.65%	3.65%	Added +2.5k	+2,526 25.4%
3	FIRST SOLAR INC COM FSLR	FSLR	21,550	$5.1m3.54%	3.54%	New
4	GALAXY DIGITAL INC. CL A GLXY	GLXY	139,471	$3.8m2.65%	2.65%	New
5	CLOUDFLARE INC CL A COM NET	NET	15,475	$3.8m2.64%	2.64%	New
6	UPSTART HLDGS INC COM UPST	UPST	103,049	$3.7m2.54%	2.54%	New
7	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	135,999	$3.5m2.42%	2.42%	New
8	CELESTICA INC COM CLS	CLS	9,404	$3.4m2.39%	2.39%	New
9	AIRBNB INC COM CL A ABNB	ABNB	23,688	$3.4m2.36%	2.36%	New
10	BORGWARNER INC COM BWA	BWA	50,508	$3.4m2.33%	2.33%	New
11	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	39,981	$3.2m2.24%	2.24%	New
12	ROCKET LAB CORP COM RKLB	RKLB	31,357	$3.2m2.22%	2.22%	New
13	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	59,184	$2.9m2.01%	2.01%	Added +7.8k	+7,760 15.1%
14	TRUST FOR PROFESSIONAL MANAG PERFO TR BD ETF STBF	STBF	113,106	$2.9m2.00%	2.00%	Added +13.7k	+13,716 13.8%
15	FTAI AVIATION LTD SHS FTAI	FTAI	9,786	$2.6m1.84%	1.84%	New
16	HUDBAY MINERALS INC COM HBM	HBM	111,723	$2.6m1.84%	1.84%	New
17	IREN LIMITED ORDINARY SHARES IREN	IREN	54,520	$2.5m1.74%	1.74%	New
18	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,182	$2.5m1.72%	1.72%	Reduced -89	-89 -1.7%
19	ROCKET COS INC COM CL A RKT	RKT	155,999	$2.5m1.71%	1.71%	Added +26.8k	+26,791 20.7%
20	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	184,513	$2.5m1.71%	1.71%	New
21	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	10,821	$2.3m1.60%	1.60%	New
22	FLYWIRE CORPORATION COM VTG FLYW	FLYW	128,158	$2.3m1.57%	1.57%	New
23	MP MATERIALS CORP COM CL A MP	MP	38,695	$2.2m1.51%	1.51%	Added +5.3k	+5,313 15.9%
24	FREEPORT-MCMORAN INC CL B FCX	FCX	33,747	$2.1m1.48%	1.48%	New
25	TARGET CORP COM TGT	TGT	15,995	$2.1m1.45%	1.45%	New
26	CAMECO CORP COM CCJ	CCJ	20,009	$2.0m1.42%	1.42%	Added +3.7k	+3,741 23.0%
27	ASTRONICS CORP COM ATRO	ATRO	25,020	$2.0m1.42%	1.42%	New
28	MADDEN STEVEN LTD COM SHOO	SHOO	48,194	$2.0m1.41%	1.41%	New
29	CENTURY ALUM CO COM CENX	CENX	43,289	$2.0m1.39%	1.39%	New
30	LINDE PLC SHS LIN	LIN	3,819	$2.0m1.38%	1.38%	New
31	GENERAL MTRS CO COM GM	GM	25,255	$1.9m1.36%	1.36%	New
32	UNITED RENTALS INC COM URI	URI	1,717	$1.9m1.35%	1.35%	New
33	ROCKWELL AUTOMATION INC COM ROK	ROK	3,859	$1.9m1.33%	1.33%	New
34	JPMORGAN CHASE & CO COM JPM	JPM	5,815	$1.9m1.32%	1.32%	Reduced -107	-107 -1.8%
35	MORGAN STANLEY COM NEW MS	MS	8,843	$1.8m1.29%	1.29%	New
36	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	13,500	$1.8m1.27%	1.27%	New
37	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	19,191	$1.8m1.25%	1.25%	Reduced -969	-969 -4.8%
38	APPLE INC COM AAPL	AAPL	6,101	$1.8m1.23%	1.23%	Reduced -8.4k	-8,407 -58.0%
39	JANUS DETROIT STR TR HENDERSN SML ETF JSMD	JSMD	17,335	$1.8m1.22%	1.22%	Reduced -834	-834 -4.6%
40	BANK AMERICA CORP COM BAC	BAC	29,860	$1.7m1.18%	1.18%	Added +789	+789 2.7%
41	AMAZON COM INC COM AMZN	AMZN	7,026	$1.7m1.17%	1.17%	Reduced -11.3k	-11,325 -61.7%
42	CUMMINS INC COM CMI	CMI	2,339	$1.7m1.16%	1.16%	New
43	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	68,140	$1.7m1.15%	1.15%	Added +7.0k	+7,019 11.5%
44	BROADCOM INC COM AVGO	AVGO	4,302	$1.6m1.13%	1.13%	Reduced -108	-108 -2.5%
45	ALPHABET INC CAP STK CL C GOOG	GOOG	4,592	$1.6m1.13%	1.13%	Reduced -7.5k	-7,546 -62.2%
46	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	32,019	$1.6m1.13%	1.13%	Added +3.1k	+3,076 10.6%
47	TCW ETF TRUST FLEXIBLE INCOME FLXR	FLXR	40,876	$1.6m1.12%	1.12%	Added +4.5k	+4,461 12.2%
48	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	9,364	$1.6m1.11%	1.11%	New
49	BUILD FUNDS TRUST BOND INNOVATION BFIX	BFIX	63,473	$1.6m1.11%	1.11%	Added +6.5k	+6,502 11.4%
50	FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF FLBL	FLBL	68,820	$1.6m1.10%	1.10%	Added +8.2k	+8,194 13.5%
51	NVIDIA CORPORATION COM NVDA	NVDA	7,793	$1.6m1.09%	1.09%	Reduced -12.6k	-12,553 -61.7%
52	JOHNSON CTLS INTL PLC SHS JCI	JCI	10,166	$1.5m1.03%	1.03%	Added +170	+170 1.7%
53	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	16,784	$1.5m1.03%	1.03%	Reduced -804	-804 -4.6%
54	STARBUCKS CORP COM SBUX	SBUX	13,961	$1.4m0.99%	0.99%	Added +540	+540 4.0%
55	MICROSOFT CORP COM MSFT	MSFT	3,571	$1.3m0.93%	0.93%	Reduced -5.6k	-5,567 -60.9%
56	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	25,698	$1.2m0.86%	0.86%	Added +3.4k	+3,417 15.3%
57	COSTCO WHSL CORP NEW COM COST	COST	1,321	$1.2m0.86%	0.86%	Added +26	+26 2.0%
58	META PLATFORMS INC CL A META	META	2,063	$1.2m0.81%	0.81%	Reduced -3.3k	-3,291 -61.5%
59	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	10,095	$1.0m0.70%	0.70%	New
60	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	33,203	$972.8k0.68%	0.68%	New
61	FIDELITY COVINGTON TRUST MSCI MATLS INDEX FMAT	FMAT	16,164	$945.8k0.66%	0.66%	New
62	SPDR SER TR S&P BIOTECH XBI	XBI	5,776	$914.1k0.64%	0.64%	New
63	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	11,595	$895.7k0.62%	0.62%	Reduced -247	-247 -2.1%
64	FIDELITY COVINGTON TRUST MSCI CONSM DIS FDIS	FDIS	8,070	$829.9k0.58%	0.58%	Reduced -250	-250 -3.0%
65	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	13,399	$789.5k0.55%	0.55%	New
66	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	2,630	$746.4k0.52%	0.52%	New
67	GLOBAL X FDS RBTCS ARTFL INTE BOTZ	BOTZ	19,416	$736.6k0.51%	0.51%	New
68	SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY HEQT	HEQT	17,482	$586.3k0.41%	0.41%	Reduced -1.6k	-1,630 -8.5%
69	3M CO COM MMM	MMM	1,432	$231.9k0.16%	0.16%	Added +7	+7 0.5%
70	LIGHTPATH TECHNOLOGIES INC COM CL A LPTH	LPTH	13,285	$217.2k0.15%	0.15%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GE VERNOVA INC GEV	GEV	5,451	$4.8m5.5k shares
VERTIV HOLDINGS CO VRT	VRT	16,956	$4.2m17.0k shares
APPLIED OPTOELECTRONICS INC AAOI	AAOI	44,039	$3.7m44.0k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	7,528	$3.6m7.5k shares
SANDISK CORP SNDK	SNDK	5,405	$3.4m5.4k shares
TTM TECHNOLOGIES INC TTMI	TTMI	28,554	$2.8m28.6k shares
ZETA GLOBAL HOLDINGS CORP ZETA	ZETA	131,737	$2.1m131.7k shares
VIKING HOLDINGS LTD VIK	VIK	27,608	$2.0m27.6k shares
SITIME CORP SITM	SITM	5,756	$2.0m5.8k shares
TUTOR PERINI CORP TPC	TPC	25,183	$1.9m25.2k shares
TKO GROUP HOLDINGS INC TKO	TKO	9,560	$1.9m9.6k shares
MICRON TECHNOLOGY INC MU	MU	5,492	$1.9m5.5k shares
SEMTECH CORP SMTC	SMTC	24,092	$1.9m24.1k shares
BLOOM ENERGY CORP BE	BE	12,396	$1.7m12.4k shares
GE AEROSPACE GE	GE	5,733	$1.6m5.7k shares
ULTA BEAUTY INC ULTA	ULTA	2,958	$1.5m3.0k shares
TRANSMEDICS GROUP INC TMDX	TMDX	15,273	$1.5m15.3k shares
NORFOLK SOUTHN CORP NSC	NSC	5,251	$1.5m5.3k shares
SPDR SERIES TRUST SPMD	SPMD	25,288	$1.5m25.3k shares
DEERE & CO DE	DE	2,456	$1.4m2.5k shares
INVESCO EXCH TRADED FD TR II QQQM	QQQM	5,762	$1.4m5.8k shares
SCHWAB CHARLES CORP SCHW	SCHW	13,791	$1.3m13.8k shares
ABBVIE INC ABBV	ABBV	5,908	$1.3m5.9k shares
REGENERON PHARMACEUTICALS REGN	REGN	1,663	$1.3m1.7k shares
ELI LILLY & CO LLY	LLY	1,355	$1.2m1.4k shares