Blue Sky Capital Consultants Group, Inc.
RIA/Wealth
Blue Sky Capital Consultants Group, Inc. is a RIA/Wealth based in Poway, CA led by Michelle P Lin, reporting $247.8M in AUM as of Q3 2025 with 39% ETF concentration and 59% concentrated in top 10 holdings.
PresidentMichelle P Lin
- Portfolio Value
- $225.8M
- Positions
- 58
- Top Holding
- TSLA at 10.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Blue Sky Capital Consultants Group, Inc.'s portfolio (59.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $22.7M | 10.05% | -$455.4K Sold | 0.00% 51.0K shares | |
ETF ETF | $20.7M | 9.18% | +$193.9K Bought | — 34.5K shares | |
Software - Infrastructure Technology | $17.7M | 7.84% | -$1.1M Sold | 0.00% 97.0K shares | |
ETF ETF | $16.6M | 7.36% | +$214.2K Bought | — 59.0K shares | |
Semiconductors Technology | $13.1M | 5.79% | -$1.0M Sold | 0.00% 70.1K shares | |
ETF ETF | $9.5M | 4.22% | +$8.9M Bought | — 390.3K shares | |
Software - Infrastructure Technology | $8.7M | 3.86% | +$269.9K Bought | 0.01% 60.8K shares | |
Internet Content & Information Communication Services | $8.3M | 3.66% | -$81.5K Sold | 0.00% 11.3K shares | |
ETF ETF | $8.2M | 3.65% | +$248.5K Bought | — 95.5K shares | |
Consumer Electronics Technology | $8.2M | 3.62% | -$497.0K Sold | 0.00% 32.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Blue Sky Capital Consultants Group, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+1,553.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-40.78% | |
-36.11% |
Analytics
Portfolio insights and performance metrics for Blue Sky Capital Consultants Group, Inc.
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