Blue Sky Capital Consultants Group, Inc.
Long book
$209.7M
Q1 2026
Positions
76
Top-10 weight
55%
concentration
Last quarter
+12.9%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsBlue Sky Capital Consultants Group, Inc. is an institutional manager, running a $209.7M US long book across 76 positions.
The portfolio is concentrated: the top 10 names carry 55% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: TESLA INC, SS TECHNOLOGY SELECT SECTOR, SCHWAB SHORT-TERM US TREAS, FUNDSTR GRAN SH US LRG CAP, PALANTIR TECHNOLOGIES INC-A.
Over the last 6 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-10.8%
Q1 2025
+22.8%
Q2 2025
+12.5%
Q3 2025
-2.4%
Q4 2025
-10.3%
Q1 2026
+12.9%
Sector allocation
Technology 40%
Industrials 18%
Consumer discretionary 14%
Financials 12%
Real estate 7%
Healthcare 4%
Services media 3%
Energy 0%
Long book by quarter
What does Blue Sky own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| TSLA TESLA INC | Industrials | 49.1K | $18.3M | 8.7% | -0.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 86.8K | $12.7M | 6.1% | -5.0% |
| NVDA NVIDIA CORP | Technology | 66.5K | $11.6M | 5.5% | -3.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 8.9K | $8.8M | 4.2% | -5.6% |
| BN BROOKFIELD CORP | Real estate | 175.4K | $7.1M | 3.4% | -2.4% |
| META META PLATFORMS INC-CLASS A | Technology | 11.5K | $6.6M | 3.1% | -0.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 27.0K | $5.6M | 2.7% | -2.2% |
| MSFT MICROSOFT CORP | Technology | 11.5K | $4.3M | 2.0% | -3.8% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 58.4K | $4.0M | 1.9% | -3.0% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 7.5K | $3.5M | 1.7% | -6.7% |
| MELI MERCADOLIBRE INC | Services media | 1.7K | $2.9M | 1.4% | -5.1% |
| AAPL APPLE INC | Technology | 10.9K | $2.8M | 1.3% | -32.3% |
| MSTR STRATEGY INC | Financials | 19.4K | $2.4M | 1.2% | -6.8% |
| BAM BROOKFIELD ASSET MGMT-A | Financials | 51.8K | $2.3M | 1.1% | -6.7% |
| GLXY GALAXY DIGITAL INC-A | Financials | 93.0K | $1.7M | 0.8% | New |
| BMNR BITMINE IMMERSION TECHNOLOGI | Financials | 79.5K | $1.6M | 0.8% | -17.0% |
| MRNA MODERNA INC | Healthcare | 20.6K | $1.0M | 0.5% | +0.7% |
| GOOGL ALPHABET INC-CL A | Technology | 3.3K | $948K | 0.5% | +2.5% |
| GOOG ALPHABET INC-CL C | Technology | 2.4K | $681K | 0.3% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $528K | 0.3% | +1.1% |
| QCOM QUALCOMM INC | Technology | 4.0K | $511K | 0.2% | +26.1% |
| CAT CATERPILLAR INC | Industrials | 444 | $315K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.5K | $261K | 0.1% | New |
| AKAM AKAMAI TECHNOLOGIES INC | Services media | 2.0K | $230K | 0.1% | New |
| CDNS CADENCE DESIGN SYS INC | Technology | 748 | $208K | 0.1% | -6.5% |
| INTU INTUIT INC | Technology | 474 | $205K | 0.1% | Held |
| PNBK PATRIOT NATIONAL BANCORP INC | Financials | 20.5K | $26K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 76 | $209.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 77 | $230.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 63 | $231.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 61 | $198.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 52 | $153.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 19, 2025 | 51 | $166.5M | canonical | SEC ↗ |
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