BLUE SKY CAPITAL CONSULTANTS GROUP INC
Q3 2025 Form 13-F
POWAY, CALIFORNIA
CIK 0002057054
· CRD 329575
· SEC-registered investment adviser
$231.3M 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
$231.3M
Quarter over quarter
+12.4%
Holdings
61
Top-10 concentration
57.8%
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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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 22, 2025 |
| Form | 13F-HR |
| Reported value | $231.3M |
| Positions | 61 |
| Change in reported value | +16.3% |
| New positions | 6 |
| Exited positions | 4 |
| Position turnover | 15.4% |
| Top-10 concentration | 57.8% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSLA TESLA INC | $22.7M | 9.81% |
| 2 | QQQ INVESCO QQQ TR | $20.7M | 8.96% |
| 3 | PLTR PALANTIR TECHNOLOGIES INC | $17.7M | 7.65% |
| 4 | XLK SELECT SECTOR SPDR TR | $16.6M | 7.18% |
| 5 | NVDA NVIDIA CORPORATION | $13.1M | 5.65% |
| 6 | SCHO SCHWAB STRATEGIC TR | $9.5M | 4.12% |
| 7 | HOOD ROBINHOOD MKTS INC | $8.7M | 3.76% |
| 8 | META META PLATFORMS INC | $8.3M | 3.58% |
| 9 | ARKK ARK ETF TR | $8.2M | 3.56% |
| 10 | AAPL APPLE INC | $8.2M | 3.53% |
| 11 | COST COSTCO WHSL CORP NEW | $8.1M | 3.51% |
| 12 | BN BROOKFIELD CORP | $8.0M | 3.44% |
| 13 | MSTR STRATEGY INC | $6.0M | 2.59% |
| 14 | MSFT MICROSOFT CORP | $5.9M | 2.54% |
| 15 | AMZN AMAZON COM INC | $5.9M | 2.53% |
| 16 | IRT INDEPENDENCE RLTY TR INC | $5.2M | 2.26% |
| 17 | FINX GLOBAL X FDS | $4.6M | 1.99% |
| 18 | MELI MERCADOLIBRE INC | $4.0M | 1.74% |
| 19 | ISRG INTUITIVE SURGICAL INC | $3.9M | 1.69% |
| 20 | ESGD ISHARES TR | $3.8M | 1.63% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.