Filed: 7/31/2025ACC: 0001172661-25-002820
📋 What this filing means
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $198.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$198.89M
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$67.14M33.8%
CL A$22.47M11.3%
UNIT SER 1$18.87M9.5%
TECHNOLOGY$14.74M7.4%
CL A NEW$11.18M5.6%
CL A LTD VT SH$6.93M3.5%
COM NEW$6.74M3.4%
Portfolio Concentration
Top 3$50.21M25.2%
4–10$68.02M34.2%
11–25$61.39M30.9%
Rest$19.28M9.7%
Top 3 weight
25.2%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Sole
Full voting authority
2.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
INVESCO QQQ TR
SOLEShares34.20K
TypeSH
Market value$18.87M
9.49%
Sole
34.20K
Shared
0.00
None
0.00
TESLA INC
SOLEShares52.27K
TypeSH
Market value$16.61M
8.35%
Sole
52.27K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares58.19K
TypeSH
Market value$14.74M
7.41%
Sole
58.19K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares103.22K
TypeSH
Market value$14.07M
7.07%
Sole
103.22K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares75.50K
TypeSH
Market value$11.93M
6.00%
Sole
75.50K
Shared
0.00
None
0.00
MICROSTRATEGY INC
SOLEShares27.65K
TypeSH
Market value$11.18M
5.62%
Sole
27.65K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.61K
TypeSH
Market value$8.53M
4.29%
Sole
8.61K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares11.38K
TypeSH
Market value$8.40M
4.22%
Sole
11.38K
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.04K
TypeSH
Market value$6.98M
3.51%
Sole
34.04K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares112.03K
TypeSH
Market value$6.93M
3.48%
Sole
112.03K
Shared
0.00
None
0.00
ARK ETF TR
SOLEShares92.63K
TypeSH
Market value$6.51M
3.27%
Sole
92.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.05K
TypeSH
Market value$5.71M
2.87%
Sole
26.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.46K
TypeSH
Market value$5.70M
2.87%
Sole
11.46K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares58.93K
TypeSH
Market value$5.52M
2.77%
Sole
58.93K
Shared
0.00
None
0.00
INDEPENDENCE RLTY TR INC
SOLEShares311.20K
TypeSH
Market value$5.51M
2.77%
Sole
311.20K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares134.28K
TypeSH
Market value$4.60M
2.31%
Sole
134.28K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.61K
TypeSH
Market value$4.20M
2.11%
Sole
1.61K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares7.71K
TypeSH
Market value$4.19M
2.11%
Sole
7.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.86K
TypeSH
Market value$3.47M
1.74%
Sole
38.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.32K
TypeSH
Market value$3.41M
1.72%
Sole
61.32K
Shared
0.00
None
0.00
DIREXION SHS ETF TR
SOLEShares17.61K
TypeSH
Market value$3.06M
1.54%
Sole
17.61K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares48.88K
TypeSH
Market value$2.70M
1.36%
Sole
48.88K
Shared
0.00
None
0.00
GLOBAL NET LEASE INC
SOLEShares334.67K
TypeSH
Market value$2.53M
1.27%
Sole
334.67K
Shared
0.00
None
0.00
DIREXION SHS ETF TR
SOLEShares33.37K
TypeSH
Market value$2.27M
1.14%
Sole
33.37K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares24.23K
TypeSH
Market value$2.01M
1.01%
Sole
24.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.20K | SH | $18.87M 9.49% | 34.20K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 52.27K | SH | $16.61M 8.35% | 52.27K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 58.19K | SH | $14.74M 7.41% | 58.19K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 103.22K | SH | $14.07M 7.07% | 103.22K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 75.50K | SH | $11.93M 6.00% | 75.50K | 0.00 | 0.00 |
MICROSTRATEGY INCSOLE | CL A NEW | 27.65K | SH | $11.18M 5.62% | 27.65K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.61K | SH | $8.53M 4.29% | 8.61K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 11.38K | SH | $8.40M 4.22% | 11.38K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.04K | SH | $6.98M 3.51% | 34.04K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 112.03K | SH | $6.93M 3.48% | 112.03K | 0.00 | 0.00 |
ARK ETF TRSOLE | INNOVATION ETF | 92.63K | SH | $6.51M 3.27% | 92.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.05K | SH | $5.71M 2.87% | 26.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.46K | SH | $5.70M 2.87% | 11.46K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 58.93K | SH | $5.52M 2.77% | 58.93K | 0.00 | 0.00 |
INDEPENDENCE RLTY TR INCSOLE | COM | 311.20K | SH | $5.51M 2.77% | 311.20K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | FINTECH ETF | 134.28K | SH | $4.60M 2.31% | 134.28K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1.61K | SH | $4.20M 2.11% | 1.61K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 7.71K | SH | $4.19M 2.11% | 7.71K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 38.86K | SH | $3.47M 1.74% | 38.86K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INDIA ETF | 61.32K | SH | $3.41M 1.72% | 61.32K | 0.00 | 0.00 |
DIREXION SHS ETF TRSOLE | DRX S&P500BULL | 17.61K | SH | $3.06M 1.54% | 17.61K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 48.88K | SH | $2.70M 1.36% | 48.88K | 0.00 | 0.00 |
GLOBAL NET LEASE INCSOLE | COM NEW | 334.67K | SH | $2.53M 1.27% | 334.67K | 0.00 | 0.00 |
DIREXION SHS ETF TRSOLE | DLY INDL BU 3X | 33.37K | SH | $2.27M 1.14% | 33.37K | 0.00 | 0.00 |
PROSHARES TRSOLE | ULTRAPRO QQQ | 24.23K | SH | $2.01M 1.01% | 24.23K | 0.00 | 0.00 |
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