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Blue Capital, Inc.
Blue Capital, Inc. is an investment adviser based in Omaha, Nebraska, United States. It was registered with the SEC but its registration status is now terminated as of 2021. The company operated as a boutique investment adviser, providing customized asset management and investment strategies, primarily serving high-net-worth individuals, pension plans, and charitable organizations in the Midwest region.
Investment Strategy
Historically, Blue Capital, Inc. focused on providing discretionary investment management with a value-driven approach, diversified across equities, fixed income, and alternative assets tailored to clients' risk tolerances and objectives. The firm's strategy emphasized long-term fundamental analysis and risk management.
Latest 13F Filing Activity
Blue Capital, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $141M. The fund increased holdings in Deere & Co., Invesco QQQ TR, Vanguard Scottsdale FDS among other positions. Blue Capital, Inc. reduced exposure to Niocorp Devs LTD, Genworth Finl Inc., Etf Opportunities Trust among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DE | DEERE & CO | 7.89% | $11.1M | 21,893 | $508.49 | $508.49 | +$11.1M |
Q QQQ | INVESCO QQQ TR | 6.49% | $9.2M | 16,589 | $551.64 | $551.64 | +$9.2M |
V VONG | VANGUARD SCOTTSDALE FDS | 4.83% | $6.8M | 62,400 | $109.20 | $109.20 | +$6.8M |
S SPLG | SPDR SERIES TRUST | 4.74% | $6.7M | 92,007 | $72.69 | $72.69 | +$6.7M |
I IEF | ISHARES TR | 3.08% | $4.3M | 45,319 | $95.77 | $95.77 | +$4.3M |
Industry Allocation
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