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Blue Square Asset Management, LLC

SEC CIK
0001769578
Latest filing
Jul 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
46
−24 vs. Q1 2022
Portfolio value
$46.5M
−$73.3M (−61.2%) vs. Q1 2022
Filed
Aug 11, 2022
SEC
Holdings of Blue Square Asset Management, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF23,109$8.02M17.2%−20,417−46.9%Reduced–
AAPLApple Inc.Stock24,570$3.36M7.2%−8,604−25.9%ReducedHistory
TSLATesla, Inc.Stock3,273$2.20M4.7%−1,403−30.0%ReducedHistory
GOOGLAlphabet Inc.Stock826$1.80M3.9%−378−31.4%ReducedHistory
AMZNAmazon Com IncStock16,840$1.79M3.8%−6,600−28.2%ReducedConverted for a 20-for-1 splitHistory
MSFTMicrosoft CorpStock6,960$1.79M3.8%−3,926−36.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW7,842$1.57M3.4%−4,012−33.8%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN16,634$1.23M2.7%−10,514−38.7%ReducedHistory
TSNTyson Foods, Inc.Stock13,580$1.17M2.5%−9,021−39.9%ReducedHistory
JNJJohnson & JohnsonStock5,875$1.04M2.2%−2,996−33.8%ReducedHistory
AMGNAmgen IncStock4,133$1.01M2.2%−2,642−39.0%ReducedHistory
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF37,323$946.0K2.0%+37,323New–
iShares Tr46435U432IBONDS DEC 2535,453$944.0K2.0%+35,453New–
iShares Tr46435U697IBONDS DEC36,179$941.0K2.0%+36,179New–
iShares Tr46435G318IBONDS DEC202336,720$936.0K2.0%+36,720New–
iShares Tr46435G755IBONDS DEC202235,942$931.0K2.0%+35,942New–
PEPPepsiCo IncStock5,556$926.0K2.0%−3,340−37.5%ReducedHistory
DISWalt Disney CoStock9,455$893.0K1.9%−4,542−32.4%ReducedHistory
RTXRTX CorpStock9,283$892.0K1.9%−5,440−36.9%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock5,732$853.0K1.8%−3,702−39.2%ReducedHistory
BLKBlackRock, Inc.COM1,354$825.0K1.8%−836−38.2%ReducedHistory
PGProcter & Gamble CoStock5,560$800.0K1.7%−3,014−35.2%ReducedHistory
NKENIKE, Inc.Stock7,753$792.0K1.7%−4,295−35.6%ReducedHistory
ENPHEnphase Energy, Inc.Stock3,904$762.0K1.6%−3,039−43.8%ReducedHistory
GSGoldman Sachs Group IncStock2,475$735.0K1.6%−1,402−36.2%ReducedHistory
ADBEAdobe Inc.Stock1,925$705.0K1.5%−1,133−37.1%ReducedHistory
EMREmerson Electric CoStock8,214$653.0K1.4%−5,043−38.0%ReducedHistory
JPMJPMorgan Chase & CoStock5,781$651.0K1.4%−3,143−35.2%ReducedHistory
CARRCarrier Global CorpStock18,039$643.0K1.4%−11,873−39.7%ReducedHistory
iShares Tr46434VBA7IBONDS DEC22 ETF25,594$640.0K1.4%+25,594New–
iShares Tr46434VAX8IBONDS DEC23 ETF25,453$639.0K1.4%+25,453New–
iShares Tr46434VBG4IBONDS DEC24 ETF25,774$638.0K1.4%+25,774New–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF25,704$635.0K1.4%+25,704New–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF26,588$633.0K1.4%+26,588New–
BCOBrinks CoCOM9,058$550.0K1.2%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock5,153$459.0K1.0%−2,531−32.9%ReducedHistory
UNHUnitedHealth Group IncStock735$378.0K0.8%00.0%UnchangedHistory
JCIJohnson Controls International plcStock6,710$321.0K0.7%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,144$314.0K0.7%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,513$260.0K0.6%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock2,832$258.0K0.6%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock115$252.0K0.5%00.0%UnchangedHistory
LLYEli Lilly & CoStock735$238.0K0.5%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM868$222.0K0.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock426$204.0K0.4%00.0%UnchangedHistory
CMAXCareMax, Inc.COM CL A12,360$45.0K0.1%+12,360NewHistory

Sold out since Q1 2022 (35)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Blue Square Asset Management, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Schwab U.S. Mid-Cap ETF808524508ETF172,604$13.1M10.9%–
iShares Core S&P Small Cap ETF464287804ETF53,676$5.79M4.8%–
Schwab International Equity ETF808524805ETF152,979$5.62M4.7%–
NVDANVIDIA CorpStock8,021$2.19M1.8%History
CVNACarvana Co.CL A17,945$2.14M1.8%History
Goldman Sachs ETF Tr381430529ACCES TREASURY20,714$2.07M1.7%–
BABoeing CoStock10,406$1.99M1.7%History
Vanguard Mun BD FDS922907746TAX EXEMPT BD34,467$1.78M1.5%–
CRMSalesforce, Inc.Stock6,253$1.33M1.1%History
SICPSilvergate Capital CorpCL A7,674$1.16M1.0%History
SCCOSouthern Copper CorpStock15,197$1.15M1.0%History
iShares Tips Bond ETF464287176ETF7,128$888.0K0.7%–
iShares Tr46435G672CORE INTL AGGR11,361$592.0K0.5%–
ASMLASML Holding NVADR674$450.0K0.4%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,315$450.0K0.4%History
Vanguard BD Index FDS921937793LONG TERM BOND3,873$355.0K0.3%–
ABBNYABB LtdSPONSORED ADR10,782$349.0K0.3%History
SONYSony Group CorpSPONSORED ADR3,189$328.0K0.3%History
METAMeta Platforms, Inc.Stock1,270$282.0K0.2%History
TDToronto Dominion BankStock3,386$269.0K0.2%History
ARGXArgenx SESPONSORED ADR816$257.0K0.2%History
RACEFerrari N.V.COM1,149$251.0K0.2%History
BRK.BBerkshire Hathaway IncStock697$246.0K0.2%History
CNICanadian National Railway CoStock1,834$246.0K0.2%History
BIDUBaidu, Inc.ADR1,852$245.0K0.2%History
AXPAmerican Express CoStock1,240$232.0K0.2%History
SEDGSolaredge Technologies, Inc.COM703$227.0K0.2%History
HDBHDFC Bank LtdSPONSORED ADS3,668$225.0K0.2%History
VVisa Inc.Stock993$220.0K0.2%History
TDYTeledyne Technologies IncCOM464$219.0K0.2%History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH3,686$209.0K0.2%History
CDWCDW CorpCOM1,151$206.0K0.2%History
TMOThermo Fisher Scientific Inc.Stock347$205.0K0.2%History
DEODiageo PLCSPON ADR NEW1,010$205.0K0.2%History
VODVodafone Group Public Ltd CoADR11,212$186.0K0.2%History