BluePath Capital Management, LLC

data from 30/09/2025

Capitalization

$ 239.700 M 16.55 %

Average holding period

6 ans

Performance

$ 51.976 M 34.79 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BluePath Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GIAX TIDAL TRUST II 13.25% 31.770 M $ 1818524 2024/09/30 -400.830 K $ -1.36 %
2025/09/30 FIAX TIDAL TRUST II 11.49% 27.548 M $ 1527897 2023/09/30 -403.504 K $ -1.21 %
2025/09/30 AFL AFLAC INC 3.66% 8.770 M $ 78510 2023/09/30 470.907 K $ 5.92 %
2025/09/30 TSLA TESLA INC 3.01% 7.216 M $ 16227 2023/09/30 2.006 M $ 40.00 %
2025/09/30 HD HOME DEPOT INC 2.29% 5.496 M $ 13564 2023/09/30 472.044 K $ 10.51 %
2025/09/30 NVDA NVIDIA CORPORATION 2.09% 5.003 M $ 26813 2023/09/30 738.851 K $ 18.10 %
2025/09/30 TIDAL TRUST II 2.01% 4.811 M $ 197912 2025/06/30 319.360 K $ 15.11 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.89% 4.521 M $ 6786 2023/09/30 317.431 K $ 7.82 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.83% 4.397 M $ 24104 2023/09/30 1.023 M $ 33.82 %
2025/09/30 MSFT MICROSOFT CORP 1.58% 3.797 M $ 7331 2023/09/30 139.815 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 1.58% 3.787 M $ 17246 2023/09/30 2.917 K $ 0.08 %
2025/09/30 AAPL APPLE INC 1.57% 3.767 M $ 14794 2023/09/30 687.691 K $ 24.11 %
2025/09/30 APP APPLOVIN CORP 1.45% 3.485 M $ 4851 2024/12/31 1.769 M $ 105.25 %
2025/09/30 NEE NEXTERA ENERGY INC 1.36% 3.265 M $ 43250 2023/09/30 213.846 K $ 8.74 %
2025/09/30 HOOD ROBINHOOD MKTS INC 1.28% 3.070 M $ 21441 2025/03/31 1.074 M $ 52.92 %
2025/09/30 KO COCA COLA CO 1.25% 3.005 M $ 45316 2023/09/30 -163.130 K $ -6.26 %
2025/09/30 AVGO BROADCOM INC 1.23% 2.947 M $ 8934 2023/09/30 452.094 K $ 19.68 %
2025/09/30 META META PLATFORMS INC 1.22% 2.916 M $ 3970 2023/09/30 -13.122 K $ -0.50 %
2025/09/30 CLS CELESTICA INC 1.05% 2.510 M $ 10188 2025/06/30 872.188 K $ 57.82 %
2025/09/30 QQQ INVESCO QQQ TR 1.04% 2.481 M $ 4133 2023/09/30 203.740 K $ 8.83 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 1.03% 2.459 M $ 93068 2025/03/31 742.225 K $ 45.09 %
2025/09/30 GOOGL ALPHABET INC 1.02% 2.444 M $ 10052 2023/09/30 620.219 K $ 37.94 %
2025/09/30 IONQ IONQ INC 0.95% 2.286 M $ 37164 2025/06/30 610.804 K $ 43.12 %
2025/09/30 ORCL ORACLE CORP 0.95% 2.285 M $ 8124 2024/06/30 462.687 K $ 28.64 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.85% 2.044 M $ 6479 2023/09/30 154.549 K $ 8.80 %
2025/09/30 ABBV ABBVIE INC 0.85% 2.035 M $ 8788 2023/09/30 644.441 K $ 24.74 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.84% 2.018 M $ 2180 2023/09/30 -126.304 K $ -6.49 %
2025/09/30 OSCR OSCAR HEALTH INC 0.84% 2.015 M $ 106467 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAT CATERPILLAR INC 0.82% 1.977 M $ 4142 2023/09/30 325.253 K $ 22.91 %
2025/09/30 NFLX NETFLIX INC 0.82% 1.965 M $ 1639 2023/09/30 -220.550 K $ -10.47 %
2025/09/30 CELH CELSIUS HLDGS INC 0.81% 1.949 M $ 33905 2025/06/30 338.638 K $ 23.93 %
2025/09/30 MS MORGAN STANLEY 0.80% 1.917 M $ 12057 2023/09/30 194.249 K $ 12.85 %
2025/09/30 HIMS HIMS & HERS HEALTH INC 0.79% 1.885 M $ 33229 2025/03/31 204.430 K $ 13.78 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.78% 1.861 M $ 6200 2023/12/31 328.643 K $ 18.69 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.78% 1.860 M $ 11496 2023/09/30 210.157 K $ 14.02 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.77% 1.852 M $ 2326 2023/09/30 190.047 K $ 12.52 %
2025/09/30 XOM EXXON MOBIL CORP 0.77% 1.842 M $ 16339 2023/09/30 65.775 K $ 4.59 %
2025/09/30 VLO VALERO ENERGY CORP 0.77% 1.840 M $ 10805 2023/09/30 337.182 K $ 26.66 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.76% 1.816 M $ 18534 2023/09/30 77.834 K $ 5.01 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.76% 1.815 M $ 6433 2023/09/30 -63.996 K $ -4.28 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.75% 1.797 M $ 3665 2023/09/30 -60.670 K $ -3.72 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.74% 1.778 M $ 3681 2025/03/31 245.818 K $ 18.75 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.74% 1.764 M $ 16358 2025/06/30 254.079 K $ 19.62 %
2025/09/30 WMT WALMART INC 0.73% 1.760 M $ 17076 2023/09/30 78.730 K $ 5.40 %
2025/09/30 V VISA INC 0.72% 1.737 M $ 5088 2023/09/30 -63.032 K $ -3.85 %
2025/09/30 ETN EATON CORP PLC 0.72% 1.734 M $ 4633 2023/09/30 70.645 K $ 4.83 %
2025/09/30 BAC BANK AMERICA CORP 0.72% 1.733 M $ 33588 2023/09/30 124.197 K $ 9.02 %
2025/09/30 GSL GLOBAL SHIP LEASE INC NEW 0.71% 1.700 M $ 55365 2024/03/31 199.797 K $ 16.69 %
2025/09/30 CB CHUBB LIMITED 0.71% 1.694 M $ 6002 2023/09/30 -38.477 K $ -2.58 %
2025/09/30 SMCI SUPER MICRO COMPUTER INC 0.70% 1.688 M $ 35217 2024/12/31 -33.156 K $ -2.18 %
2025/09/30 BX BLACKSTONE INC 0.70% 1.672 M $ 9786 2023/09/30 170.713 K $ 14.22 %
2025/09/30 LNC LINCOLN NATL CORP IND 0.70% 1.667 M $ 41337 2023/09/30 190.935 K $ 16.56 %
2025/09/30 ZHDG TIDAL TRUST I 0.69% 1.654 M $ 72768 2023/09/30 120.508 K $ 6.66 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.69% 1.650 M $ 2364 2025/03/31 -139.650 K $ -9.04 %
2025/09/30 XYZ BLOCK INC 0.67% 1.610 M $ 22274 2024/09/30 85.532 K $ 6.39 %
2025/09/30 BTI BRITISH AMERN TOB PLC 0.67% 1.609 M $ 30321 2023/09/30 142.473 K $ 12.15 %
2025/09/30 PLOW DOUGLAS DYNAMICS INC 0.66% 1.576 M $ 50404 2024/09/30 72.409 K $ 6.07 %
2025/09/30 MMM 3M CO 0.66% 1.572 M $ 10132 2023/09/30 23.358 K $ 1.93 %
2025/09/30 ABT ABBOTT LABS 0.65% 1.550 M $ 11574 2023/09/30 -20.120 K $ -1.52 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.65% 1.550 M $ 7712 2023/09/30 88.902 K $ 7.78 %
2025/09/30 CF CF INDS HLDGS INC 0.64% 1.538 M $ 17150 2023/09/30 -33.828 K $ -2.50 %
2025/09/30 GILD GILEAD SCIENCES INC 0.63% 1.514 M $ 13638 2023/09/30 1.385 K $ 0.12 %
2025/09/30 O REALTY INCOME CORP 0.63% 1.508 M $ 24799 2024/09/30 59.714 K $ 5.52 %
2025/09/30 WES WESTERN MIDSTREAM PARTNERS L 0.61% 1.455 M $ 37032 2025/03/31 16.409 K $ 1.52 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 0.60% 1.438 M $ 8992 2023/09/30 -104.443 K $ -7.69 %
2025/09/30 DLTR DOLLAR TREE INC 0.60% 1.428 M $ 15135 2025/06/30 -61.751 K $ -4.72 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.59% 1.424 M $ 8777 2023/09/30 -133.770 K $ -10.94 %
2025/09/30 CRM SALESFORCE INC 0.59% 1.423 M $ 6006 2023/09/30 -182.661 K $ -13.09 %
2025/09/30 AB ALLIANCEBERNSTEIN HLDG L P 0.59% 1.419 M $ 37118 2025/03/31 -74.220 K $ -6.39 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.59% 1.409 M $ 31247 2025/06/30 -28.385 K $ -2.57 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.58% 1.400 M $ 16758 2024/12/31 -237.437 K $ -17.25 %
2025/09/30 MSTR STRATEGY INC 0.58% 1.381 M $ 4287 2025/03/31 -305.606 K $ -20.29 %
2025/09/30 MSTY TIDAL TRUST II 0.49% 1.165 M $ 83433 2025/03/31 -449.801 K $ -37.03 %
2025/09/30 HYBL SSGA ACTIVE TR 0.46% 1.093 M $ 38140 2023/09/30 2.474 K $ 0.21 %
2025/09/30 SO SOUTHERN CO 0.41% 971.331 K $ 10249 2023/09/30 29.029 K $ 3.20 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.40% 962.477 K $ 1928 2023/09/30 69.470 K $ 7.79 %
2025/09/30 BOXX EA SERIES TRUST 0.29% 702.744 K $ 6172 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.24% 564.724 K $ 2319 2023/09/30 131.724 K $ 37.29 %
2025/09/30 SJNK SPDR SERIES TRUST 0.23% 540.151 K $ 21100 2023/09/30 2.705 K $ 0.47 %
2025/09/30 NEBIUS GROUP N.V. 0.23% 539.570 K $ 4806 2025/06/30 236.927 K $ 102.91 %
2025/09/30 GLD SPDR GOLD TR 0.22% 536.760 K $ 1510 2025/03/31 62.287 K $ 16.61 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.20% 485.254 K $ 1737 2024/06/30 87.912 K $ 23.31 %
2025/09/30 IVV ISHARES TR 0.20% 470.214 K $ 703 2023/09/30 35.235 K $ 7.79 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 0.18% 428.546 K $ 10307 2023/09/30 -109.000 $ -0.02 %
2025/09/30 VTI VANGUARD INDEX FDS 0.16% 383.631 K $ 1169 2023/09/30 32.796 K $ 7.98 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.16% 383.088 K $ 762 2023/09/30 14.068 K $ 3.49 %
2025/09/30 HPQ HP INC 0.15% 367.864 K $ 13510 2023/09/30 37.575 K $ 11.33 %
2025/09/30 VOO VANGUARD INDEX FDS 0.15% 363.513 K $ 594 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSEP INNOVATOR ETFS TRUST 0.15% 355.884 K $ 8286 2025/09/30 0.000 $ 0.00 %
2025/09/30 TLN TALEN ENERGY CORP 0.15% 355.192 K $ 835 2025/06/30 142.417 K $ 46.29 %
2025/09/30 RH RH 0.14% 326.275 K $ 1606 2025/06/30 22.724 K $ 7.49 %
2025/09/30 USEP INNOVATOR ETFS TRUST 0.12% 297.024 K $ 7681 2025/09/30 0.000 $ 0.00 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.11% 270.644 K $ 2254 2025/09/30 0.000 $ 0.00 %
2025/09/30 SE SEA LTD 0.11% 259.873 K $ 1454 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.10% 247.136 K $ 324 2023/09/30 -6.711 K $ -2.12 %
2025/09/30 INTU INTUIT 0.10% 240.487 K $ 352 2025/06/30 -36.442 K $ -13.31 %
2025/09/30 FIRST TR EXCHNG TRADED FD VI 0.10% 239.589 K $ 6245 2025/09/30 0.000 $ 0.00 %
2025/09/30 TPHD TIMOTHY PLAN 0.10% 235.225 K $ 5980 2023/09/30 9.209 K $ 4.07 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.10% 232.092 K $ 9450 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALAB ASTERA LABS INC 0.09% 226.736 K $ 1158 2025/09/30 0.000 $ 0.00 %