Arkolith/Funds/Blue Capital, Inc.

Blue Capital, Inc.

CIK 2032856
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Blue Capital, Inc. holds a diversified book of 122 stocks worth $157.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Schwab Short-Term US Treas and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 7% of the equity book.

Opened
46
bought for the first time
Added to
34
already held, bought more
Trimmed
39
sold some, still holds it
Sold out
31
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
31%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

47% mapped to company sectors

ETF / fund or unclassified
53%
Information Technology
10%
Financials
7%
Health Care
6%
Industrials
6%
Consumer Discretionary
4%
Consumer Staples
3%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Blue Capital, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$432.9B
UBS Group AG79 / 80$114.3B
OSAIC HOLDINGS, INC.79 / 80$15.4B
IFP Advisors, Inc79 / 80$1.3B
JPMORGAN CHASE & CO78 / 80$435.3B
WELLS FARGO & COMPANY/MN78 / 80$121.7B
ROYAL BANK OF CANADA78 / 80$119.5B
ENVESTNET ASSET MANAGEMENT INC78 / 80$105.9B

Ranked by how many of Blue Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$10.7M14.5K
6.8%
−5.6%
Reduced · −855 sh
2SPDR Series Trust
ST STR P500ETF
$6.4M72.9K
4.1%
−1.0%
Reduced · −753 sh
3Vanguard Scottsdale FDS
VNG RUS1000GRW
$6.1M47.8K
3.9%
+0.5%
Added · +241 sh
4Ishares U S ETF TR
IT RT HDG HGYL
$4.8M55.2K
3.0%
+97%
Added · +27K sh
5Eli Lilly & Co
COM
$3.7M3.1K
2.4%
−14%
Reduced · −511 sh
6Ishares TR
FLTG RATE NT ETF
$3.3M64.8K
2.1%
−8.1%
Reduced · −6K sh
7Ishares TR
CORE S&P500 ETF
$3.3M4.4K
2.1%
+85%
Added · +2K sh
8Ishares TR
7-10 YR TRSY BD
$3.3M34.9K
2.1%
+5.7%
Added · +2K sh
9Ishares TR
3 7 YR TREAS BD
$3.3M28.0K
2.1%
+5.2%
Added · +1K sh
10Invesco Actively Managed Exc
VAR RATE INVT
$3.2M128.4K
2.0%
−22%
Reduced · −36K sh
11Ishares TR
1 3 YR TREAS BD
$3.2M38.9K
2.0%
−0.8%
Reduced · −316 sh
12Schwab Strategic TR
SHT TM US TRES
$3.0M123.3K
1.9%
New
New position
13Philip Morris Intl Inc
COM
$3.0M16.3K
1.9%
New
New position
14Alphabet Inc
CAP STK CL C
$2.9M8.3K
1.9%
−5.9%
Reduced · −516 sh
15Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.9M13.4K
1.8%
−6.2%
Reduced · −893 sh
16Citigroup Inc
COM NEW
$2.8M20.0K
1.8%
New
New position
17Centene Corp Del
COM
$2.8M43.6K
1.8%
New
New position
18CSX Corp
COM
$2.8M58.6K
1.8%
New
New position
19Digital Rlty TR Inc
COM
$2.7M15.0K
1.7%
New
New position
20Cisco Sys Inc
COM
$2.7M22.9K
1.7%
+753%
Added · +20K sh
21Dominion Energy Inc
COM
$2.7M39.1K
1.7%
New
New position
22Ishares TR
20 YR TR BD ETF
$2.6M30.6K
1.7%
−4.2%
Reduced · −1K sh
23Ishares TR
LATN AMER 40 ETF
$2.5M75.0K
1.6%
−5.3%
Reduced · −4K sh
24Ford MTR Co
COM
$2.4M174.5K
1.5%
New
New position
25Apple Inc
COM
$2.4M8.1K
1.5%
−1.0%
Reduced · −79 sh
26Nvidia Corporation
COM
$2.3M11.6K
1.5%
+6.3%
Added · +689 sh
27Ishares TR
CORE UNIVRSL USD
$2.3M49.0K
1.4%
+88%
Added · +23K sh
28Dow Hldgs Inc
COM
$2.1M78.1K
1.4%
New
New position
29Amazon Com Inc
COM
$2.1M8.7K
1.3%
−2.1%
Reduced · −189 sh
30United STS Gasoline FD LP
UNITS
$1.9M18.4K
1.2%
+65%
Added · +7K sh
31Abrdn Silver ETF Trust
PHYSCL SILVR SHS
$1.7M30.4K
1.1%
+20%
Added · +5K sh
32SPDR Index SHS FDS
ST STR PO EX ETF
$1.6M32.4K
1.0%
−10%
Reduced · −4K sh
33SPDR Series Trust
ST STR SP600GRWO
$1.6M13.5K
1.0%
New
New position
34Select Sector SPDR TR
ST STR TECHN ETF
$1.6M8.3K
1.0%
New
New position
35Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.1K
1.0%
−4.5%
Reduced · −148 sh
36Eni SPA
SPONSORED ADR
$1.6M33.5K
1.0%
New
New position
37United STS Oil FD LP
UNITS
$1.5M14.2K
1.0%
New
New position
38Altria Group Inc
COM
$1.4M18.8K
0.9%
+8.7%
Added · +2K sh
39SPDR Series Trust
ST STR SP600SM C
$1.3M11.6K
0.8%
−50%
Reduced · −12K sh
40Invesco Exchange Traded FD T
S&P 500 TOP 50
$1.3M20.5K
0.8%
New
New position
41Select Sector SPDR TR
ST STR STAPL ETF
$1.3M15.1K
0.8%
New
New position
42SPDR Series Trust
ST STR SP TELCO
$1.2M5.4K
0.8%
−46%
Reduced · −5K sh
43State STR SPDR S&P 500 ETF T
TR UNIT
$1.2M1.6K
0.8%
−32%
Reduced · −737 sh
44Etfs Gold TR
PHYSCL GOLD SHS
$1.1M28.5K
0.7%
+3.3%
Added · +910 sh
45Bristol-Myers Squibb Co
COM
$1.1M18.4K
0.7%
+25%
Added · +4K sh
46Tesla Inc
COM
$1.1M2.5K
0.7%
−66%
Reduced · −5K sh
47Ishares TR
S&P 500 GRWT ETF
$1.0M7.4K
0.6%
+0.5%
Added · +40 sh
48BlackRock ETF Trust
ISHARES US EQUIT
$987K14.5K
0.6%
−21%
Reduced · −4K sh
49Shopify Inc
CL A SUB VTG SHS
$968K8.5K
0.6%
New
New position
50Caterpillar Inc
COM
$958K900
0.6%
−1.9%
Reduced · −17 sh
Showing 50 of 122 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026122$157.5M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026107$153.1M13F-HR
Q4 2025Dec 31, 2025Feb 23, 202685$140.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202585$134.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.