2026 Q2 Portfolio Activity
In 2026 Q2, Blue Sky Capital Consultants Group, Inc. maintained a portfolio of 84 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 2.23% of the total fund value. They heavily accumulated shares in GALAXY DIGITAL INC., increasing the position by 156.0%. Conversely, Blue Sky Capital Consultants Group, Inc. completely exited their position in INDEPENDENCE RLTY TR INC.
Position History
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Total Positions
84
Quarter
2026 Q2
Top Holding
XLK (10.0%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 84
Blue Sky Capital Consultants Group, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
XLK
SELECT SECTOR S...
|
ETF | 10.01% | 7.49% |
#1
1
Prev: #2
|
6.5 |
—
|
4,684 | 4.0% |
P
S
|
122,835 | $23,402,479 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 8.81% | 8.71% |
#2
1
Prev: #1
|
5.5 |
—
|
-142 | -0.3% |
P
S
|
48,969 | $20,596,361 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GRNY
TIDAL TRUST I
|
ETF | 6.73% | 6.36% |
#3
1
Prev: #4
|
4.2 |
—
|
10,091 | 1.8% |
P
S
|
569,052 | $15,734,288 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.48% | 5.53% |
#4
2
Prev: #6
|
3.2 |
—
|
-2,417 | -3.6% |
P
S
|
64,097 | $12,825,077 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 5.24% | 6.89% |
#5
2
Prev: #3
|
3.1 |
—
|
-88,309 | -14.8% |
P
S
|
507,188 | $12,243,521 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 4.26% | 6.06% |
#6
1
Prev: #5
|
2.2 |
—
|
-1,369 | -1.6% |
P
S
|
85,472 | $9,972,018 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 4.15% | 3.66% |
#7
1
Prev: #8
|
2.2 |
—
|
-112 | -0.8% |
P
S
|
13,167 | $9,696,179 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 3.64% | 4.22% |
#8
1
Prev: #7
|
2.0 |
—
|
227 | 2.6% |
P
S
|
9,098 | $8,510,993 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ARKK
ARK ETF TR
|
ETF | 3.59% | 3.11% |
#9
2
Prev: #11
|
3.4 |
—
|
7,486 | 7.8% |
P
S
|
103,922 | $8,399,016 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 3.38% | 3.39% |
#10
1
Prev: #9
|
3.4 |
—
|
10,042 | 5.7% |
P
S
|
185,412 | $7,896,697 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.83% | 2.68% |
#11
1
Prev: #12
|
1.6 |
—
|
799 | 3.0% |
P
S
|
27,788 | $6,622,944 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GLXY
GALAXY DIGITAL ...
|
Financial Services | 2.78% | 0.82% |
#12
18
Prev: #30
|
4.1 |
—
|
145,131 | 156.0% |
P
S
|
238,161 | $6,511,322 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.74% | 3.14% |
#13
3
Prev: #10
|
1.6 |
—
|
-106 | -0.9% |
P
S
|
11,384 | $6,412,421 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 2.66% | 1.93% |
#14
2
Prev: #16
|
3.1 |
—
|
3,585 | 6.1% |
P
S
|
61,970 | $6,214,352 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 2.23% | — |
#15
Prev: #—
|
4.4 |
—
|
30,456 | — |
NEW
|
30,456 | $5,203,712 | — | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 2.04% | 2.03% |
#16
2
Prev: #14
|
2.8 |
—
|
1,271 | 11.0% |
P
S
|
12,782 | $4,768,081 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPXL
DIREXION SHARES...
|
ETF | 2.00% | 1.51% |
#17
3
Prev: #20
|
1.3 |
—
|
175 | 1.0% |
P
S
|
17,274 | $4,675,554 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ESGD
ISHARES TR
|
ETF | 1.95% | 1.95% |
#18
3
Prev: #15
|
1.3 |
—
|
1,650 | 3.9% |
P
S
|
44,311 | $4,555,640 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.80% | 0.45% |
#19
21
Prev: #40
|
3.7 |
—
|
8,480 | 257.1% |
P
S
|
11,778 | $4,209,228 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
INDA
ISHARES TR
|
ETF | 1.65% | 1.47% |
#20
1
Prev: #21
|
2.7 |
—
|
12,398 | 18.8% |
P
S
|
78,281 | $3,866,312 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
FINX
GLOBAL X FDS
|
Bond/Debt | 1.60% | 1.44% |
#21
1
Prev: #22
|
2.6 |
—
|
20,874 | 16.0% |
P
S
|
151,521 | $3,741,055 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TQQQ
PROSHARES TR
|
ETF | 1.52% | 0.91% |
#22
7
Prev: #29
|
1.1 |
—
|
-1,584 | -3.5% |
P
S
|
44,000 | $3,564,017 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.42% | 1.39% |
#23
Prev: #23
|
2.6 |
—
|
280 | 16.7% |
P
S
|
1,960 | $3,326,884 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 1.25% | 1.10% |
#24
2
Prev: #26
|
3.0 |
—
|
13,590 | 26.2% |
P
S
|
65,401 | $2,933,235 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TECL
DIREXION SHARES...
|
ETF | 1.19% | 0.54% |
#25
11
Prev: #36
|
1.0 |
—
|
-974 | -7.5% |
P
S
|
12,028 | $2,775,581 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DUSL
DIREXION SHARES...
|
ETF | 1.19% | 0.99% |
#26
1
Prev: #27
|
1.0 |
—
|
-1,885 | -6.7% |
P
S
|
26,405 | $2,773,581 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GNL
GLOBAL NET LEAS...
|
Real Estate | 1.15% | 1.57% |
#27
8
Prev: #19
|
1.0 |
—
|
-49,927 | -14.2% |
P
S
|
301,987 | $2,699,760 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AAPL
APPLE INC
|
Technology | 1.09% | 1.31% |
#28
4
Prev: #24
|
0.9 |
—
|
-2,016 | -18.6% |
P
S
|
8,847 | $2,560,047 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.96% | 0.69% |
#29
4
Prev: #33
|
2.9 |
—
|
12,041 | 24.1% |
P
S
|
61,980 | $2,239,320 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MRNA
MODERNA INC
|
Healthcare | 0.66% | 0.50% |
#30
8
Prev: #38
|
2.3 |
—
|
1,355 | 6.6% |
P
S
|
21,943 | $1,536,668 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DMAX
ISHARES TR
|
ETF | 0.60% | 0.64% |
#31
3
Prev: #34
|
0.7 |
—
|
1,059 | 2.1% |
P
S
|
51,506 | $1,408,164 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
TNA
DIREXION SHARES...
|
ETF | 0.57% | 0.39% |
#32
9
Prev: #41
|
0.7 |
—
|
-563 | -3.1% |
P
S
|
17,836 | $1,339,662 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SCHK
SCHWAB STRATEGI...
|
ETF | 0.57% | 1.84% |
#33
16
Prev: #17
|
0.2 |
—
|
-86,056 | -69.9% |
P
S
|
37,069 | $1,336,704 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.55% | 0.52% |
#34
3
Prev: #37
|
0.7 |
—
|
278 | 0.7% |
P
S
|
37,931 | $1,283,585 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IWM
ISHARES TR
|
ETF | 0.51% | 0.50% |
#35
4
Prev: #39
|
0.7 |
—
|
-252 | -6.0% |
P
S
|
3,964 | $1,190,984 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MMAX
ISHARES TR
|
ETF | 0.46% | 0.11% |
#36
32
Prev: #68
|
3.2 |
—
|
31,632 | 375.4% |
P
S
|
40,058 | $1,083,769 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MAXJ
ISHARES TR
|
ETF | 0.39% | 0.26% |
#37
13
Prev: #50
|
3.2 |
—
|
12,335 | 64.9% |
P
S
|
31,344 | $913,051 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.36% | 0.32% |
#38
6
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,373 | $838,452 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SMA
SMARTSTOP SELF ...
|
Real Estate | 0.32% | 0.76% |
#39
8
Prev: #31
|
0.1 |
—
|
-29,228 | -55.7% |
P
S
|
23,283 | $756,698 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PDEC
INNOVATOR ETFS ...
|
ETF | 0.31% | 0.35% |
#40
3
Prev: #43
|
0.6 |
—
|
-1,452 | -8.5% |
P
S
|
15,597 | $715,746 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PMAR
INNOVATOR ETFS ...
|
ETF | 0.30% | 0.29% |
#41
6
Prev: #47
|
2.1 |
—
|
1,287 | 9.5% |
P
S
|
14,867 | $710,194 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.29% | 0.38% |
#42
Prev: #42
|
0.1 |
—
|
-307 | -25.0% |
P
S
|
923 | $689,338 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.26% | 0.24% |
#43
9
Prev: #52
|
0.6 |
—
|
-721 | -18.2% |
P
S
|
3,248 | $600,198 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DDFS
INNOVATOR ETFS ...
|
ETF | 0.25% | 0.27% |
#44
5
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
26,567 | $583,677 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PMAY
INNOVATOR ETFS ...
|
ETF | 0.25% | — |
#45
Prev: #—
|
3.6 |
—
|
14,048 | — |
NEW
|
14,048 | $580,182 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IVV
ISHARES TR
|
ETF | 0.24% | 0.61% |
#46
11
Prev: #35
|
0.1 |
—
|
-1,205 | -61.9% |
P
S
|
743 | $556,425 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
PJUN
INNOVATOR ETFS ...
|
ETF | 0.24% | 0.12% |
#47
17
Prev: #64
|
3.1 |
—
|
6,639 | 108.3% |
P
S
|
12,770 | $552,047 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
POCT
INNOVATOR ETFS ...
|
ETF | 0.22% | 0.23% |
#48
5
Prev: #53
|
0.6 |
—
|
-8 | -0.1% |
P
S
|
11,087 | $514,548 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
JAJL
INNOVATOR ETFS ...
|
ETF | 0.20% | 0.27% |
#49
1
Prev: #48
|
0.6 |
—
|
-3,462 | -17.8% |
P
S
|
15,968 | $477,603 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.20% | 0.15% |
#50
10
Prev: #60
|
1.1 |
—
|
no change | no change |
P
S
|
444 | $472,816 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 |
Showing 1-50 of 84 holdings