Blue Door Asset Management, LLC Portfolio Holdings by Sector
Blue Door Asset Management, LLC
- $160 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Credit Services | Financial Services
PYPL PYPL 2 stocks |
$43,112
27.02% of portfolio
|
  2  
|
- | - | - |
1
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO PRGO 2 stocks |
$25,093
15.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
FLEX 1 stocks |
$19,680
12.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$14,518
9.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SMRT 1 stocks |
$14,188
8.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
AGCO 1 stocks |
$9,768
6.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
AVTR 1 stocks |
$9,321
5.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$7,275
4.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
XLE XLU GDX SPLV 4 stocks |
$6,181
3.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$4,465
2.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
SKY 1 stocks |
$3,373
2.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$2,605
1.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|