Blueprint Investment Partners LLC
SEC Form 13F institutional filer · CIK 0001794467
13F-HR · 37 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
72.2%
Blueprint Investment Partners LLC — $270M AUM allocation strategy
Blueprint Investment Partners LLC files SEC Form 13F and reports $270M of long US equity value across 37 reported holdings for 2026-03-31.
Its largest sector bet is Financials 30.9%, followed by Information Technology 15.0% and Energy 5.4%.
The top 10 holdings account for 72% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Blueprint Investment Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$270M
total across 37 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
72% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$SPGI −230K sh · −$12.5M−$SCHW −141K sh · −$3.91M−$IVV −74.4K sh · −$9.88M
Exited to nil (held last quarter, gone now)
$TSLA ($5.99M last qtr)$IBM ($3.52M last qtr)$XLK ($1.91M last qtr)$PEP ($1.62M last qtr)$WFC ($1.02M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage15.4%—
- Semiconductors9.3%—
- Financial Exchanges & Data9.1%—
- Technology Hardware, Storage & Peripherals5.8%—
- Oil & Gas Refining & Marketing3.2%—
- Asset Management & Custody Banks2.8%—
- Integrated Oil & Gas2.1%—
- Interactive Media & Services1.9%—
- Other holdings50.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 542K | $24.7M | -230K | 9.1% |
| $SCHW | Charles Schwab Corporation | 914K | $23.9M | -141K | 8.8% |
| $NVDA | NVIDIA Corporation | 121K | $21.1M | -25K | 7.8% |
| $AAPL | Apple Inc | 61.7K | $15.7M | -10.9K | 5.8% |
| $GS | Goldman Sachs Group Inc | 119K | $11.9M | +74.4K | 4.4% |
| $MPC | Marathon Petroleum Corporation | 152K | $8.67M | +995 | 3.2% |
| $IVZ | Invesco Ltd | 52.6K | $7.56M | -12.4K | 2.8% |
…and 30 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.