BLUE SQUARE ASSET MANAGEMENT, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 246,815
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 74 | 246,815 | 13F-HR | BLUE SQUARE ASSET MANAGEMENT, LLC |
| Q1 2026 | 4/15/2026 | 70 | 210,604 | 13F-HR | BLUE SQUARE ASSET MANAGEMENT, LLC |
| Q4 2025 | 1/20/2026 | 71 | 225,246 | 13F-HR | BLUE SQUARE ASSET MANAGEMENT, LLC |
| Q3 2025 | 10/28/2025 | 78 | 229,346 | 13F-HR | BLUE SQUARE ASSET MANAGEMENT, LLC |
| Q2 2025 | 7/22/2025 | 67 | 213,546 | 13F-HR | BLUE SQUARE ASSET MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.2 K | 55.6% | 20.69 K | 0 | 20.69 K |
| ETFs | 109.6 K | 44.4% | 15.52 K | 0 | 15.52 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
246,815
Holdings
74
QoQ value change ($000)
36,211
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.