BLUE SKY CAPITAL CONSULTANTS GROUP INC
Q4 2024 Form 13-F
POWAY, CALIFORNIA
CIK 0002057054
· CRD 329575
· SEC-registered investment adviser
$166.5M Reported Value Total
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. reports 1,249 total accounts under management (AUM). There are 1,249 discretionary accounts valued at $247,832,269, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-14
Reported value
$166.5M
Quarter over quarter
0.0%
Holdings
51
Top-10 concentration
59.2%
Key People
Form ADV owners & control persons
Michelle P Lin
VICE PRESIDENT
Laurie Ann Mckee
TRUSTEE
Larry Jerome Steckler
PRESIDENT/CFO
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 19, 2025 |
| Form | 13F-HR |
| Reported value | $166.5M |
| Positions | 51 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 59.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
79 | $238.5M |
|
Q2 2026 13F
Filed Aug 4, 2026
|
74 | $233.8M |
|
Q1 2026 13F
Filed Apr 28, 2026
|
76 | $209.7M |
|
Q4 2025 13F
Filed Jan 23, 2026
|
75 | $230.2M |
|
Q3 2025 13F
Filed Oct 22, 2025
|
61 | $231.3M |
|
Q2 2025 13F
Filed Jul 31, 2025
|
59 | $198.9M |
|
Q1 2025 13F
Filed May 9, 2025
|
52 | $153.0M |
|
Q4 2024 13F
Filed Feb 19, 2025
|
51 | $166.5M |
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSLA TESLA INC | $21.4M | 12.86% |
| 2 | QQQ INVESCO QQQ TR | $15.6M | 9.36% |
| 3 | XLK SELECT SECTOR SPDR TR | $10.5M | 6.33% |
| 4 | NVDA NVIDIA CORPORATION | $10.2M | 6.14% |
| 5 | PLTR PALANTIR TECHNOLOGIES INC | $9.4M | 5.63% |
| 6 | AAPL APPLE INC | $8.3M | 4.98% |
| 7 | META META PLATFORMS INC | $6.5M | 3.93% |
| 8 | COST COSTCO WHSL CORP NEW | $5.9M | 3.55% |
| 9 | AMZN AMAZON COM INC | $5.5M | 3.32% |
| 10 | IRT INDEPENDENCE RLTY TR INC | $5.1M | 3.09% |
| 11 | GOOGL ALPHABET INC | $5.1M | 3.09% |
| 12 | BN BROOKFIELD CORP | $4.9M | 2.96% |
| 13 | ARKK ARK ETF TR | $4.6M | 2.78% |
| 14 | MSFT MICROSOFT CORP | $4.6M | 2.74% |
| 15 | RSPH INVESCO EXCHANGE TRADED FD T | $4.2M | 2.53% |
| 16 | FINX GLOBAL X FDS | $4.0M | 2.41% |
| 17 | SPXL DIREXION SHS ETF TR | $3.1M | 1.86% |
| 18 | ESGD ISHARES TR | $2.8M | 1.71% |
| 19 | INDA ISHARES TR | $2.7M | 1.6% |
| 20 | MELI MERCADOLIBRE INC | $2.5M | 1.5% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.