Blue Jean Financial LLC holds a diversified book of 70 stocks worth $143.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Block Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Block Inc at 4% of the equity book. Cloning the disclosed picks since 2026 would be +15% (+37.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2047089/holdings"
Use Arkolith to show BLUE JEAN FINANCIAL LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.8 points over this window.
Growth of $10,000 cloning Blue Jean Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Blue Jean Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 79 / 70 | $108.4B |
| MORGAN STANLEY | 78 / 70 | $387.8B |
| OSAIC HOLDINGS, INC. | 78 / 70 | $10.4B |
| JPMORGAN CHASE & CO | 77 / 70 | $391.9B |
| LPL Financial LLC | 77 / 70 | $45.0B |
| UBS Group AG | 76 / 70 | $101.7B |
| WELLS FARGO & COMPANY/MN | 76 / 70 | $92.6B |
| CWM, LLC | 76 / 70 | $4.7B |
Ranked by how many of Blue Jean Financial LLC's top 70 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Block Inc CL A | $5.7M | 74.4K | 3.9% | ▲New New position | |
| 2 | Tesla Inc COM | $5.2M | 12.5K | 3.7% | ▲+25% Added · +3K sh | |
| 3 | First Solar Inc COM | $5.1M | 21.6K | 3.5% | ▲New New position | |
| 4 | Galaxy Digital Inc. CL A | $3.8M | 139.5K | 2.7% | ▲New New position | |
| 5 | Cloudflare Inc CL A COM | $3.8M | 15.5K | 2.6% | ▲New New position | |
| 6 | Upstart Hldgs Inc COM | $3.7M | 103.0K | 2.5% | ▲New New position | |
| 7 | Core Scientific Inc New COM | $3.5M | 136.0K | 2.4% | ▲New New position | |
| 8 | Celestica Inc COM | $3.4M | 9.4K | 2.4% | ▲New New position | |
| 9 | Airbnb Inc COM CL A | $3.4M | 23.7K | 2.4% | ▲New New position | |
| 10 | Borgwarner Inc COM | $3.4M | 50.5K | 2.3% | ▲New New position | |
| 11 | Solaris Energy Infras Inc COM CL A | $3.2M | 40.0K | 2.2% | ▲New New position | |
| 12 | Rocket Lab Corp COM | $3.2M | 31.4K | 2.2% | ▲New New position | |
| 13 | Janus Detroit STR TR HENDRSN SHRT ETF | $2.9M | 59.2K | 2.0% | ▲+15% Added · +8K sh | |
| 14 | Trust For Professional Manag PERFO TR BD ETF | $2.9M | 113.1K | 2.0% | ▲+14% Added · +14K sh | |
| 15 | Ftai Aviation Ltd SHS | $2.6M | 9.8K | 1.8% | ▲New New position | |
| 16 | Hudbay Minerals Inc COM | $2.6M | 111.7K | 1.8% | ▲New New position | |
| 17 | Iren Limited ORDINARY SHARES | $2.5M | 54.5K | 1.7% | ▲New New position | |
| 18 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.5M | 5.2K | 1.7% | ▼−1.7% Reduced · −89 sh | |
| 19 | Rocket Cos Inc COM CL A | $2.5M | 156.0K | 1.7% | ▲+21% Added · +27K sh | |
| 20 | Bitmine Immersion Techs Inc COM NEW | $2.5M | 184.5K | 1.7% | ▲New New position | |
| 21 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.3M | 10.8K | 1.6% | ▲New New position | |
| 22 | Flywire Corporation COM VTG | $2.3M | 128.2K | 1.6% | ▲New New position | |
| 23 | MP Materials Corp COM CL A | $2.2M | 38.7K | 1.5% | ▲+16% Added · +5K sh | |
| 24 | Freeport McMoran Inc CL B | $2.1M | 33.7K | 1.5% | ▲New New position | |
| 25 | Target Corp COM | $2.1M | 16.0K | 1.5% | ▲New New position | |
| 26 | Cameco Corp COM | $2.0M | 20.0K | 1.4% | ▲+23% Added · +4K sh | |
| 27 | Astronics Corp COM | $2.0M | 25.0K | 1.4% | ▲New New position | |
| 28 | Madden Steven Ltd COM | $2.0M | 48.2K | 1.4% | ▲New New position | |
| 29 | Century Alum Co COM | $2.0M | 43.3K | 1.4% | ▲New New position | |
| 30 | Linde PLC SHS | $2.0M | 3.8K | 1.4% | ▲New New position | |
| 31 | General MTRS Co COM | $1.9M | 25.3K | 1.4% | ▲New New position | |
| 32 | United Rentals Inc COM | $1.9M | 1.7K | 1.4% | ▲New New position | |
| 33 | Rockwell Automation Inc COM | $1.9M | 3.9K | 1.3% | ▲New New position | |
| 34 | JPMorgan Chase & Co COM | $1.9M | 5.8K | 1.3% | ▼−1.8% Reduced · −107 sh | |
| 35 | Morgan Stanley COM NEW | $1.8M | 8.8K | 1.3% | ▲New New position | |
| 36 | Dupont De Nemours Inc COMMON STOCK | $1.8M | 13.5K | 1.3% | ▲New New position | |
| 37 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $1.8M | 19.2K | 1.3% | ▼−4.8% Reduced · −969 sh | |
| 38 | Apple Inc COM | $1.8M | 6.1K | 1.2% | ▼−58% Reduced · −8K sh | |
| 39 | Janus Detroit STR TR HENDERSN SML ETF | $1.8M | 17.3K | 1.2% | ▼−4.6% Reduced · −834 sh | |
| 40 | Bank Of Amer Corp COM | $1.7M | 29.9K | 1.2% | ▲+2.7% Added · +789 sh | |
| 41 | Amazon Com Inc COM | $1.7M | 7.0K | 1.2% | ▼−62% Reduced · −11K sh | |
| 42 | Cummins Inc COM | $1.7M | 2.3K | 1.2% | ▲New New position | |
| 43 | Invesco Exch Traded FD TR II VAR RATE PFD | $1.7M | 68.1K | 1.2% | ▲+11% Added · +7K sh | |
| 44 | Broadcom Inc COM | $1.6M | 4.3K | 1.1% | ▼−2.4% Reduced · −108 sh | |
| 45 | Alphabet Inc CAP STK CL C | $1.6M | 4.6K | 1.1% | ▼−62% Reduced · −8K sh | |
| 46 | Janus Detroit STR TR HENDRSON AAA CL | $1.6M | 32.0K | 1.1% | ▲+11% Added · +3K sh | |
| 47 | TCW ETF Trust FLEXIBLE INCOME | $1.6M | 40.9K | 1.1% | ▲+12% Added · +4K sh | |
| 48 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $1.6M | 9.4K | 1.1% | ▲New New position | |
| 49 | Build Funds Trust BOND INNOVATION | $1.6M | 63.5K | 1.1% | ▲+11% Added · +7K sh | |
| 50 | Franklin Templeton ETF TR SENIOR LOAN ETF | $1.6M | 68.8K | 1.1% | ▲+14% Added · +8K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.