Strategic Blueprint, LLC SKYT — SKYWATER TECHNOLOGY INC COM

Ownership history in Strategic Blueprint, LLC  ·  4 quarters on record

AI Ownership Summary

Strategic Blueprint, LLC reported SKYWATER TECHNOLOGY INC COM (SKYT) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows SKYT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SKYT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Blueprint, LLC's position in SKYWATER TECHNOLOGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SKYT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SKYT stock page Strategic Blueprint, LLC fund profile Strategic Blueprint, LLC full holdings
How Strategic Blueprint, LLC held SKYT — position size vs. price
% of Fund (quarterly)    SKYT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.4% -1.2% ✅ 19,748 -2,530 -11.4% 0.02% $368K 2025-10-23 $17.00
2025 Q2 REDUCED 16.3% +85.2% ❌ 22,278 -4,332 -16.3% 0.01% $219K 2025-07-30 $9.55
2025 Q1 ADDED — — — 26,610 +11,391 +74.8% 0.01% $189K 2025-04-29 $7.06
2024 Q4 INITIATED — — — 15,219 — — 0.01% $210K 2025-01-23 $11.30

🏢 Other funds also holding SKYT

As of 2026 Q1 — sorted by position size

Vazirani Asset Management LLC 3Y 7.9% One68 Global Capital, LLC 3Y 7Y 3.55% Palisades Investment Partners, LLC 3Y 7Y 2.8% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 1.98% FNY Investment Advisers, LLC 3Y 7Y 1.2% HARVEST MANAGEMENT LLC 3Y 7Y 0.69% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.68% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.55% GLAZER CAPITAL, LLC 3Y 7Y 0.49% AQR Arbitrage LLC 3Y 7Y 0.43%

FAQ About Strategic Blueprint, LLC and SKYT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Blueprint, LLC reported owning SKYT?

Strategic Blueprint, LLC reported SKYT across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SKYT position in Strategic Blueprint, LLC's portfolio?

The largest reported portfolio weight for SKYT was 0.02% in 2025 Q3.

What is the latest reported SKYT position on this page?

The most recent filing on this page is 2025 Q3, when Strategic Blueprint, LLC reported 19,748 shares, equal to 0.02% of portfolio, with an estimated market value of $368K.

What does the chart on this SKYT ownership page compare?

The chart compares Strategic Blueprint, LLC's quarterly SKYT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Blueprint, LLC time their SKYT position?

Based on 13F filing dates vs. subsequent SKYT price moves, Strategic Blueprint, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SKYT relative to SPY over the holding period was +50.0%.

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