Blue Square Asset Management, LLC has released its latest 13F-HR filing, disclosing a total of $251 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions, particularly in the technology and consumer sectors.

The filing details the firm’s investments in high-profile companies, including substantial stakes in technology giants like Apple Inc. and Amazon.com Inc. This strategic focus on leading companies in the tech sector showcases Blue Square's commitment to growth-oriented investments.

Background

Blue Square Asset Management, LLC is a New York-based investment management firm. The company is categorized under the SIC code for asset management, indicating its primary business focus. The firm has been active in filing various reports with the SEC, including multiple 13F-HR submissions throughout 2026.

What the Filing Says

The recent filing highlights a total of 77 positions within the firm’s portfolio. The report notes, "The total value of the reported holdings is $251,116,409." This figure reflects the firm’s investment discretion and strategic asset allocation.

Impact

This update may influence various stakeholders, including investors, analysts, and competitors in the asset management industry. The disclosed holdings can provide insights into market trends and investment strategies that may affect investor sentiment and competitive dynamics.

What's Next

The filing does not specify what actions Blue Square Asset Management will take next. However, continued monitoring of their investment strategies and future filings will be essential for understanding their market positioning.