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Blue Sky Capital Consultants Group, Inc. 13F Filings, Portfolio & Analysis

CIK: 0002057054
Poway 14259 Danielson St
Zip Code: 92064
Latest Portfolio Value
$238.55 M
+2.02%
Total Holdings
79
5
Latest Report Date
Q3 2026
Top 10 Concentration
51.46%

Blue Sky Capital Consultants Group, Inc. — Portfolio Overview & Company Profile

Blue Sky Capital Consultants Group, Inc. (CIK: 0002057054) is a financial institution headquartered at 14259 Danielson St, , Poway, California 92064. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $238.55 M, comprising 79 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 51.5%. Quarterly turnover: 11.7%. ▲ 7 new, +19 added, −34 reduced, ×2 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+2.02%
$238.55 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
130,239 $25.49 M 10.69% ▲ 7,404 Add 6.0%
512,264 $14.26 M 5.98% ▼ 56,788 Reduce -10.0%
39,780 $14.11 M 5.92% ▼ 9,189 Reduce -18.8%
524,983 $12.53 M 5.25% ▲ 17,795 Add 3.5%
98,885 $10.19 M 4.27% ▲ 54,574 Add 123.2%
53,278 $9.97 M 4.18% ▼ 32,194 Reduce -37.7%
12,974 $9.6 M 4.02% ▼ 193 Reduce -1.5%
40,387 $9.22 M 3.87% ▼ 23,710 Reduce -37.0%
103,208 $9.2 M 3.85% ▼ 714 Reduce -0.7%
251,273 $8.2 M 3.44% ▲ 189,293 Add 305.4%

Historical Portfolio Charts