Blue Sky Capital Consultants Group

Poway, CAfiles as Blue Sky Capital Consultants Group, Inc.

$234m in 74 US stocks at the end of 30 June 2026. The top 10 are 55.3% of the money. It changed about 15.2% of the portfolio this quarter.

Value

$234m

Stocks

Top 10 share

55.3%

Turnover

15.2%

What changed this quarter

New

Bought for the first time this quarter.

Space Exploration TechnologiesSPCX
2.2% of the fund
Innovator Etfs TrustPMAY
0.2% of the fund
Innovator Etfs TrustPAPR
0.2% of the fund
Innovator Etfs TrustBAPR
0.1% of the fund
Vanguard Index FDSVUG
<0.1% of the fund
JPMorgan ChaseJPM
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund

Added

Bought more of a stock they already held.

Select Sector Spdr TRXLK
10.0% of the fund
+4%
Costco WholesaleCOST
3.6% of the fund
+3%
ARK ETF TRARKK
3.6% of the fund
+8%
BrookfieldBN
3.4% of the fund
+6%
Amazon.comAMZN
2.8% of the fund
+3%
Galaxy DigitalGLXY
2.8% of the fund
+156%
Robinhood MarketsHOOD
2.7% of the fund
+6%
MicrosoftMSFT
2.0% of the fund
+11%
Ishares TRESGD
1.9% of the fund
+4%
AlphabetGOOGL
1.8% of the fund
+257%
Ishares TRINDA
1.7% of the fund
+19%
Global X FDSFINX
1.6% of the fund
+16%
MercadoLibreMELI
1.4% of the fund
+17%
Brookfield Asset ManagementBAM
1.3% of the fund
+26%
Schwab Strategic TRSCHA
1.0% of the fund
+24%
ModernaMRNA
0.7% of the fund
+7%
Ishares TRDMAX
0.6% of the fund
+2%
Ishares TRMMAX
0.5% of the fund
+375%
Ishares TRMAXJ
0.4% of the fund
+65%
Innovator Etfs TrustPMAR
0.3% of the fund
+9%
Innovator Etfs TrustPJUN
0.2% of the fund
+108%
Innovator Etfs TrustPJUL
0.1% of the fund
+2%
Patriot National BancorpPNBK
<0.1% of the fund
+59%

Cut

Sold some of their stake.

NvidiaNVDA
5.5% of the fund
-4%
Schwab Strategic TRSCHO
5.2% of the fund
-15%
Proshares TRTQQQ
1.5% of the fund
-3%
Direxion Shares ETF TrustTECL
1.2% of the fund
-7%
Direxion Shares ETF TrustDUSL
1.2% of the fund
-7%
Global Net LeaseGNL
1.2% of the fund
-14%
AppleAAPL
1.1% of the fund
-19%
Direxion Shares ETF TrustTNA
0.6% of the fund
-3%
Schwab Strategic TRSCHK
0.6% of the fund
-70%
Ishares TRIWM
0.5% of the fund
-6%
SmartStop Self Storage REITSMA
0.3% of the fund
-56%
Innovator Etfs TrustPDEC
0.3% of the fund
-9%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
-25%
QualcommQCOM
0.3% of the fund
-18%
Ishares TRIVV
0.2% of the fund
-62%
Innovator Etfs TrustJAJL
0.2% of the fund
-18%
Invesco Exchange Traded FD TRSPH
0.2% of the fund
-12%
Berkshire HathawayBRK-B
0.2% of the fund
-30%
Innovator Etfs TrustPNOV
0.2% of the fund
-9%
Ishares TRSMAX
0.1% of the fund
-50%
Innovator Etfs TrustUMAR
0.1% of the fund
-32%
Innovator Etfs TrustPJAN
0.1% of the fund
-56%
StrategyMSTR
0.1% of the fund
-85%
Cadence Design SystemsCDNS
0.1% of the fund
-7%
Schwab Strategic TRSCHD
0.1% of the fund
-6%

Sold out

Sold their entire stake.

Independence Realty TrustIRT
-100%
Intuitive SurgicalISRG
-100%
Ishares Bitcoin Trust ETFIBIT
-100%
Bitmine Immersion TechnologiesBMNR
-100%
Innovator Etfs TrustBFEB
-100%
ExxonMobil HoldingsXOM
-100%
Spdr Series TrustKRE
-100%
IntuitINTU
-100%
Direxion Shares ETF TrustDFEN
-100%
Direxion Shares ETF Trust
-100%

Holdings

Select Sector Spdr TRXLK
Share
10.0%
Value
$23m
Shares
122,835
+4%
TeslaTSLA
Share
8.8%
Value
$21m
Shares
48,969
Held
Tidal Trust IGRNY
Share
6.7%
Value
$16m
Shares
569,052
Held
NvidiaNVDA
Share
5.5%
Value
$13m
Shares
64,097
-4%
Schwab Strategic TRSCHO
Share
5.2%
Value
$12m
Shares
507,188
-15%
Palantir TechnologiesPLTR
Share
4.3%
Value
$10m
Shares
85,472
Held
Invesco QQQ TRQQQ
Share
4.1%
Value
$10m
Shares
13,167
Held
Costco WholesaleCOST
Share
3.6%
Value
$9m
Shares
9,098
+3%
ARK ETF TRARKK
Share
3.6%
Value
$8m
Shares
103,922
+8%
BrookfieldBN
Share
3.4%
Value
$8m
Shares
185,412
+6%
Amazon.comAMZN
Share
2.8%
Value
$7m
Shares
27,788
+3%
Galaxy DigitalGLXY
Share
2.8%
Value
$7m
Shares
238,161
+156%
Meta PlatformsMETA
Share
2.7%
Value
$6m
Shares
11,384
Held
Robinhood MarketsHOOD
Share
2.7%
Value
$6m
Shares
61,970
+6%
Space Exploration TechnologiesSPCX
Share
2.2%
Value
$5m
Shares
30,456
New
MicrosoftMSFT
Share
2.0%
Value
$5m
Shares
12,782
+11%
Direxion Shares ETF TrustSPXL
Share
2.0%
Value
$5m
Shares
17,274
Held
Ishares TRESGD
Share
1.9%
Value
$5m
Shares
44,311
+4%
AlphabetGOOGL
Share
1.8%
Value
$4m
Shares
11,778
+257%
Ishares TRINDA
Share
1.7%
Value
$4m
Shares
78,281
+19%
Global X FDSFINX
Share
1.6%
Value
$4m
Shares
151,521
+16%
Proshares TRTQQQ
Share
1.5%
Value
$4m
Shares
44,000
-3%
MercadoLibreMELI
Share
1.4%
Value
$3m
Shares
1,960
+17%
Brookfield Asset ManagementBAM
Share
1.3%
Value
$3m
Shares
65,401
+26%
Direxion Shares ETF TrustTECL
Share
1.2%
Value
$3m
Shares
12,028
-7%
Direxion Shares ETF TrustDUSL
Share
1.2%
Value
$3m
Shares
26,405
-7%
Global Net LeaseGNL
Share
1.2%
Value
$3m
Shares
301,987
-14%
AppleAAPL
Share
1.1%
Value
$3m
Shares
8,847
-19%
Schwab Strategic TRSCHA
Share
1.0%
Value
$2m
Shares
61,980
+24%
ModernaMRNA
Share
0.7%
Value
$2m
Shares
21,943
+7%
Ishares TRDMAX
Share
0.6%
Value
$1m
Shares
51,506
+2%
Direxion Shares ETF TrustTNA
Share
0.6%
Value
$1m
Shares
17,836
-3%
Schwab Strategic TRSCHK
Share
0.6%
Value
$1m
Shares
37,069
-70%
Schwab Strategic TRSCHG
Share
0.5%
Value
$1m
Shares
37,931
Held
Ishares TRIWM
Share
0.5%
Value
$1m
Shares
3,964
-6%
Ishares TRMMAX
Share
0.5%
Value
$1m
Shares
40,058
+375%
Ishares TRMAXJ
Share
0.4%
Value
$913,051
Shares
31,344
+65%
AlphabetGOOG
Share
0.4%
Value
$838,452
Shares
2,373
Held
SmartStop Self Storage REITSMA
Share
0.3%
Value
$756,698
Shares
23,283
-56%
Innovator Etfs TrustPDEC
Share
0.3%
Value
$715,746
Shares
15,597
-9%
Innovator Etfs TrustPMAR
Share
0.3%
Value
$710,194
Shares
14,867
+9%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$689,338
Shares
923
-25%
QualcommQCOM
Share
0.3%
Value
$600,198
Shares
3,248
-18%
Innovator Etfs TrustDDFS
Share
0.2%
Value
$583,677
Shares
26,567
Held
Innovator Etfs TrustPMAY
Share
0.2%
Value
$580,182
Shares
14,048
New
Ishares TRIVV
Share
0.2%
Value
$556,425
Shares
743
-62%
Innovator Etfs TrustPJUN
Share
0.2%
Value
$552,047
Shares
12,770
+108%
Innovator Etfs TrustPOCT
Share
0.2%
Value
$514,548
Shares
11,087
Held
Innovator Etfs TrustJAJL
Share
0.2%
Value
$477,603
Shares
15,968
-18%
CaterpillarCAT
Share
0.2%
Value
$472,816
Shares
444
Held
Invesco Exchange Traded FD TRSPH
Share
0.2%
Value
$443,219
Shares
13,354
-12%
Innovator Etfs TrustPAPR
Share
0.2%
Value
$401,069
Shares
9,504
New
Innovator Etfs TrustPFEB
Share
0.2%
Value
$390,813
Shares
9,076
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$388,303
Shares
776
-30%
Innovator Etfs TrustPNOV
Share
0.2%
Value
$374,536
Shares
8,445
-9%
Innovator Etfs TrustDDTO
Share
0.2%
Value
$361,007
Shares
15,737
Held
Ishares TRSMAX
Share
0.1%
Value
$325,101
Shares
11,667
-50%
Innovator Etfs TrustUMAR
Share
0.1%
Value
$318,361
Shares
7,536
-32%
Innovator Etfs TrustPJAN
Share
0.1%
Value
$308,521
Shares
6,234
-56%
Innovator Etfs TrustBAPR
Share
0.1%
Value
$295,486
Shares
5,548
New
Ishares TRILCG
Share
0.1%
Value
$278,508
Shares
2,380
Held
Innovator Etfs TrustBMAR
Share
0.1%
Value
$273,788
Shares
4,751
Held
StrategyMSTR
Share
0.1%
Value
$261,572
Shares
3,009
-85%
Cadence Design SystemsCDNS
Share
0.1%
Value
$260,847
Shares
695
-7%
Ishares TRILCB
Share
0.1%
Value
$257,778
Shares
2,487
Held
Schwab Strategic TRSCHD
Share
0.1%
Value
$255,139
Shares
8,046
-6%
Innovator Etfs TrustPJUL
Share
0.1%
Value
$243,074
Shares
4,980
+2%
Akamai TechnologiesAKAM
Share
0.1%
Value
$236,420
Shares
2,000
Held
Vanguard Index FDSVUG
Share
<0.1%
Value
$214,511
Shares
2,490
New
Vanguard Whitehall FDSVYM
Share
<0.1%
Value
$210,180
Shares
1,330
-40%
JPMorgan ChaseJPM
Share
<0.1%
Value
$207,811
Shares
635
New
Micron TechnologyMU
Share
<0.1%
Value
$207,772
Shares
180
New
Advanced Micro DevicesAMD
Share
<0.1%
Value
$207,385
Shares
357
New
Patriot National BancorpPNBK
Share
<0.1%
Value
$31,119
Shares
32,500
+59%

Company	Share of fund	Value	Shares	Change
Select Sector Spdr TRXLK	10.0%	$23m	122,835	+4%
TeslaTSLA	8.8%	$21m	48,969	Held
Tidal Trust IGRNY	6.7%	$16m	569,052	Held
NvidiaNVDA	5.5%	$13m	64,097	-4%
Schwab Strategic TRSCHO	5.2%	$12m	507,188	-15%
Palantir TechnologiesPLTR	4.3%	$10m	85,472	Held
Invesco QQQ TRQQQ	4.1%	$10m	13,167	Held
Costco WholesaleCOST	3.6%	$9m	9,098	+3%
ARK ETF TRARKK	3.6%	$8m	103,922	+8%
BrookfieldBN	3.4%	$8m	185,412	+6%
Amazon.comAMZN	2.8%	$7m	27,788	+3%
Galaxy DigitalGLXY	2.8%	$7m	238,161	+156%
Meta PlatformsMETA	2.7%	$6m	11,384	Held
Robinhood MarketsHOOD	2.7%	$6m	61,970	+6%
Space Exploration TechnologiesSPCX	2.2%	$5m	30,456	New
MicrosoftMSFT	2.0%	$5m	12,782	+11%
Direxion Shares ETF TrustSPXL	2.0%	$5m	17,274	Held
Ishares TRESGD	1.9%	$5m	44,311	+4%
AlphabetGOOGL	1.8%	$4m	11,778	+257%
Ishares TRINDA	1.7%	$4m	78,281	+19%
Global X FDSFINX	1.6%	$4m	151,521	+16%
Proshares TRTQQQ	1.5%	$4m	44,000	-3%
MercadoLibreMELI	1.4%	$3m	1,960	+17%
Brookfield Asset ManagementBAM	1.3%	$3m	65,401	+26%
Direxion Shares ETF TrustTECL	1.2%	$3m	12,028	-7%
Direxion Shares ETF TrustDUSL	1.2%	$3m	26,405	-7%
Global Net LeaseGNL	1.2%	$3m	301,987	-14%
AppleAAPL	1.1%	$3m	8,847	-19%
Schwab Strategic TRSCHA	1.0%	$2m	61,980	+24%
ModernaMRNA	0.7%	$2m	21,943	+7%
Ishares TRDMAX	0.6%	$1m	51,506	+2%
Direxion Shares ETF TrustTNA	0.6%	$1m	17,836	-3%
Schwab Strategic TRSCHK	0.6%	$1m	37,069	-70%
Schwab Strategic TRSCHG	0.5%	$1m	37,931	Held
Ishares TRIWM	0.5%	$1m	3,964	-6%
Ishares TRMMAX	0.5%	$1m	40,058	+375%
Ishares TRMAXJ	0.4%	$913,051	31,344	+65%
AlphabetGOOG	0.4%	$838,452	2,373	Held
SmartStop Self Storage REITSMA	0.3%	$756,698	23,283	-56%
Innovator Etfs TrustPDEC	0.3%	$715,746	15,597	-9%
Innovator Etfs TrustPMAR	0.3%	$710,194	14,867	+9%
State STR Spdr S&P 500 ETF TSPY	0.3%	$689,338	923	-25%
QualcommQCOM	0.3%	$600,198	3,248	-18%
Innovator Etfs TrustDDFS	0.2%	$583,677	26,567	Held
Innovator Etfs TrustPMAY	0.2%	$580,182	14,048	New
Ishares TRIVV	0.2%	$556,425	743	-62%
Innovator Etfs TrustPJUN	0.2%	$552,047	12,770	+108%
Innovator Etfs TrustPOCT	0.2%	$514,548	11,087	Held
Innovator Etfs TrustJAJL	0.2%	$477,603	15,968	-18%
CaterpillarCAT	0.2%	$472,816	444	Held
Invesco Exchange Traded FD TRSPH	0.2%	$443,219	13,354	-12%
Innovator Etfs TrustPAPR	0.2%	$401,069	9,504	New
Innovator Etfs TrustPFEB	0.2%	$390,813	9,076	Held
Berkshire HathawayBRK-B	0.2%	$388,303	776	-30%
Innovator Etfs TrustPNOV	0.2%	$374,536	8,445	-9%
Innovator Etfs TrustDDTO	0.2%	$361,007	15,737	Held
Ishares TRSMAX	0.1%	$325,101	11,667	-50%
Innovator Etfs TrustUMAR	0.1%	$318,361	7,536	-32%
Innovator Etfs TrustPJAN	0.1%	$308,521	6,234	-56%
Innovator Etfs TrustBAPR	0.1%	$295,486	5,548	New
Ishares TRILCG	0.1%	$278,508	2,380	Held
Innovator Etfs TrustBMAR	0.1%	$273,788	4,751	Held
StrategyMSTR	0.1%	$261,572	3,009	-85%
Cadence Design SystemsCDNS	0.1%	$260,847	695	-7%
Ishares TRILCB	0.1%	$257,778	2,487	Held
Schwab Strategic TRSCHD	0.1%	$255,139	8,046	-6%
Innovator Etfs TrustPJUL	0.1%	$243,074	4,980	+2%
Akamai TechnologiesAKAM	0.1%	$236,420	2,000	Held
Vanguard Index FDSVUG	<0.1%	$214,511	2,490	New
Vanguard Whitehall FDSVYM	<0.1%	$210,180	1,330	-40%
JPMorgan ChaseJPM	<0.1%	$207,811	635	New
Micron TechnologyMU	<0.1%	$207,772	180	New
Advanced Micro DevicesAMD	<0.1%	$207,385	357	New
Patriot National BancorpPNBK	<0.1%	$31,119	32,500	+59%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.1% since 30 June 2025.

Where the money is

Technology17.2%

Retail & consumer11.6%

Financial services7.1%

Media & telecom4.9%

Real estate4.9%

Everyday goods3.6%

Health care0.7%

Industrials0.2%

Other49.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.