BLUE JEAN FINANCIAL LLC
68 holdingsFiling period: 2026-03-31Current AUM: $139.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 5.5K | $4.8M | $5.4M | 3.86% | -115 | 2026-03-31 |
| 2 | VRT | VERTIV HOLDINGS CO | 17.0K | $4.2M | $4.1M | 2.93% | -135 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 18.4K | $3.8M | $5.0M | 3.56% | +11.2K | 2026-03-31 |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | 44.0K | $3.7M | $4.2M | 2.97% | -- | 2026-03-31 |
| 5 | TSLA | TESLA INC | 9.9K | $3.7M | $3.1M | 2.21% | -229 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 14.5K | $3.7M | $4.5M | 3.20% | +8.2K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.5K | $3.6M | $3.6M | 2.58% | +4.5K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 20.3K | $3.5M | $4.1M | 2.92% | +12.0K | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 12.1K | $3.5M | $4.3M | 3.10% | -- | 2026-03-31 |
| 10 | SNDK | SANDISK CORP | 5.4K | $3.4M | $6.6M | 4.70% | +75 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 9.1K | $3.4M | $4.2M | 3.04% | +6.4K | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 5.4K | $3.1M | $3.0M | 2.13% | -- | 2026-03-31 |
| 13 | TTMI | TTM TECHNOLOGIES INC | 28.6K | $2.8M | $3.3M | 2.36% | +395 | 2026-03-31 |
| 14 | STBF | TRUST FOR PROFESSIONAL MANAG | 99.4K | $2.5M | $2.5M | 1.79% | +4.0K | 2026-03-31 |
| 15 | VNLA | JANUS DETROIT STR TR | 51.4K | $2.5M | $2.5M | 1.80% | +2.0K | 2026-03-31 |
| 16 | ZETA | ZETA GLOBAL HOLDINGS CORP | 131.7K | $2.1M | $2.8M | 2.04% | +6.2K | 2026-03-31 |
| 17 | — | VIKING HOLDINGS LTD | 27.6K | $2.0M | $2.0M | 1.45% | -- | 2026-03-31 |
| 18 | SITM | SITIME CORP | 5.8K | $2.0M | $3.1M | 2.20% | +307 | 2026-03-31 |
| 19 | TPC | TUTOR PERINI CORP | 25.2K | $1.9M | $2.1M | 1.51% | -- | 2026-03-31 |
| 20 | TKO | TKO GROUP HOLDINGS INC | 9.6K | $1.9M | $1.7M | 1.24% | +652 | 2026-03-31 |
| 21 | MU | MICRON TECHNOLOGY INC | 5.5K | $1.9M | $4.5M | 3.23% | -244 | 2026-03-31 |
| 22 | SMTC | SEMTECH CORP | 24.1K | $1.9M | $2.8M | 2.03% | -- | 2026-03-31 |
| 23 | RKT | ROCKET COS INC | 129.2K | $1.8M | $1.7M | 1.19% | +7.8K | 2026-03-31 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.3K | $1.8M | $2.1M | 1.52% | -202 | 2026-03-31 |
| 25 | CCJ | CAMECO CORP | 16.3K | $1.8M | $1.4M | 1.00% | -- | 2026-03-31 |
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