BLVD Private Wealth, LLC
Long book
$115.1M
Q1 2026
Positions
64
Top-10 weight
60%
concentration
Last quarter
+13.1%
SPY +14.8%
Turnover
27%
of book per quarter
Strategy in plain words
auto-generated from filingsBLVD Private Wealth, LLC is a wealth-management firm allocating client money, specialised in technology (72% of the long book), running a $115.1M US long book across 64 positions.
The portfolio is concentrated: the top 10 names carry 60% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: TRANE TECHNOLOGIES PLC, INGERSOLL-RAND INC, PGIM LA S&P 500 BUF20 ETF-US, STATE STREET SPDR BLOOMBERG, AVANTIS INTERNATIONAL EQUITY.
Over the last 4 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 1 of 4 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2025
+5.3%
Q3 2025
+0.0%
Q4 2025
+0.4%
Q1 2026
+13.1%
Sector allocation
Technology 73%
Industrials 22%
Services media 2%
Consumer discretionary 2%
Financials 1%
Long book by quarter
What does BLVD Private own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| TT TRANE TECHNOLOGIES PLC | Technology | 63.4K | $26.4M | 23.0% | -0.4% |
| IR INGERSOLL-RAND INC | Industrials | 87.0K | $7.0M | 6.1% | -1.4% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 18.1K | $1.8M | 1.5% | -20.1% |
| NVDA NVIDIA CORP | Technology | 8.3K | $1.4M | 1.3% | -4.3% |
| AAPL APPLE INC | Technology | 4.8K | $1.2M | 1.0% | -9.4% |
| ALLE ALLEGION PLC | Services media | 7.6K | $1.1M | 1.0% | Held |
| MSFT MICROSOFT CORP | Technology | 2.7K | $985K | 0.9% | -13.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.6K | $753K | 0.7% | -10.5% |
| AVGO BROADCOM INC | Technology | 2.4K | $730K | 0.6% | -1.7% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 3.1K | $695K | 0.6% | Held |
| GOOG ALPHABET INC-CL C | Technology | 2.4K | $695K | 0.6% | -7.4% |
| META META PLATFORMS INC-CLASS A | Technology | 649 | $371K | 0.3% | -5.3% |
| JPM JPMORGAN CHASE & CO | Financials | 1.2K | $342K | 0.3% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 226 | $299K | 0.3% | -3.4% |
| GOOGL ALPHABET INC-CL A | Technology | 724 | $208K | 0.2% | -9.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 204 | $203K | 0.2% | New |