Blue Path Capital Management, LLC Incresed Positions in Q3 2025

Blue Path Capital Management, LLC

  • $240 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 6.38%
$211.65 - $238.24 $219K - $247K
17.2K $3.79B
ABT
Abbott Laboratories

Healthcare
1.85K
+ 19.07%
$120.51 - $136.62 $223K - $253K
11.6K $1.55B
GOOG
Alphabet Inc.

Communication Services
328
+ 16.47%
$175.16 - $255.24 $57.5K - $83.7K
2.32K $565M
CB
Chubb LTD

Financial Services
851
+ 16.52%
$265.99 - $289.59 $226K - $246K
6K $1.69B
PM
Philip Morris International Inc.

Consumer Defensive
2.07K
+ 30.77%
$157.77 - $183.27 $326K - $378K
8.78K $1.42B
CF
Cf Industries Holdings, Inc.

Basic Materials
2.44K
+ 16.6%
$80.91 - $98.75 $198K - $241K
17.2K $1.54B
Super Micro Computer Inc
4.23K
+ 13.65%
N/A
35.2K $1.69B
CRWD
Crowd Strike Holdings, Inc.

Technology
460
+ 14.35%
$412.46 - $514.1 $190K - $236K
3.67K $1.8B
GLD
Spdr Gold Trust

ETFs
280
+ 22.76%
$300.96 - $355.47 $84.3K - $99.5K
1.51K $537M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.91K
+ 14.46%
$94.03 - $117.16 $180K - $224K
15.1K $1.43B
SPOT
Spotify Technology S.A.

Communication Services
350
+ 17.38%
$620.01 - $738.53 $217K - $258K
2.36K $1.65B
V
Visa Inc.

Financial Services
477
+ 10.34%
$332.09 - $358.86 $158K - $171K
5.09K $1.74B
ARES
Ares Management Corp

Financial Services
1.15K
+ 14.59%
$159.89 - $192.76 $183K - $221K
8.99K $1.44B
COST
Costco Wholesale Corp

Consumer Defensive
216
+ 11.0%
$915.95 - $994.57 $198K - $215K
2.18K $2.02B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.1%
$410.74 - $499.21 $821 - $998
1.93K $962M
SO
Southern CO

Utilities
375
+ 3.8%
$90.83 - $96.0 $34.1K - $36K
10.2K $971M
CRM
Salesforce, Inc.

Technology
888
+ 17.35%
$231.66 - $273.65 $206K - $243K
6.01K $1.42B
UPS
United Parcel Service Inc

Industrials
3.12K
+ 22.88%
$82.58 - $105.54 $258K - $329K
16.8K $1.4B
INTU
Intuit Inc

Technology
4
+ 1.15%
$646.03 - $807.39 $2.58K - $3.23K
352 $240M
Tidal Trust Ii
28.6K
+ 52.29%
N/A
83.4K $1.16B
MSTR
Microstrategy Inc

Technology
561
+ 15.06%
$300.7 - $455.9 $169K - $256K
4.29K $1.38B
NFLX
Netflix Inc

Communication Services
66
+ 4.2%
$1147.87 - $1297.18 $75.8K - $85.6K
1.64K $1.97B
Activity Summary
Buys All Purchases 84 New Holdings 11 Increased Positions 73 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 2 Puts 0
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