Blue Zone Wealth Advisors, LLC
Net buyer this quarter
$573M
87
+$6.97M
47.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $43.1M | 7.53% | Not reported | 0.0% | Q4 2019 |
 AMZN | $41.3M | 7.22% | 0.00% | +12.1% | Q4 2019 |
 GOOGL | $33.8M | 5.90% | 0.00% | +0.3% | Q4 2019 |
 SMH | $33.1M | 5.78% | Not reported | +26.8% | Q1 2026 |
 AAPL | $30.2M | 5.28% | 0.00% | +0.2% | Q4 2019 |
 NVDA | $25.9M | 4.53% | 0.00% | +21.4% | Q3 2023 |
 MSFT | $22.9M | 3.99% | 0.00% | +1.7% | Q4 2019 |
 META | $18M | 3.14% | Not reported | +51.4% | Q2 2020 |
 CRWD | $11.8M | 2.06% | 0.01% | -5.2% | Q3 2021 |
 UNH | $11.4M | 1.99% | 0.00% | -1.9% | Q1 2020 |
 BN | $11M | 1.92% | Not reported | -0.1% | Q4 2022 |
| GOOG | $9.71M | 1.70% | Not reported | Not reported | Q4 2019 |
 V | $9.68M | 1.69% | 0.00% | -0.4% | Q2 2021 |
 WST | $9.28M | 1.62% | 0.04% | -11.1% | Q1 2024 |
| BAM | $8.5M | 1.48% | Not reported | -2.0% | Q2 2020 |
 BRK.B | $8.36M | 1.46% | Not reported | -2.8% | Q3 2020 |
 WMB | $8.25M | 1.44% | 0.01% | -8.8% | Q1 2022 |
 AZO | $8.2M | 1.43% | 0.02% | -0.6% | Q2 2023 |
 ESI | $7.7M | 1.34% | 0.07% | -12.4% | Q1 2021 |
 MRVL | $7.09M | 1.24% | 0.00% | Not reported | Q3 2025 |
 AXP | $6.7M | 1.17% | 0.00% | -7.7% | Q2 2020 |
 MCO | $6.69M | 1.17% | 0.01% | -3.1% | Q3 2023 |
 LIN | $6.6M | 1.15% | 0.00% | -2.5% | Q2 2020 |
 ORLY | $6.55M | 1.14% | 0.01% | -1.0% | Q2 2023 |
 CBOE | $6.34M | 1.11% | 0.03% | -0.7% | Q3 2025 |
 TMO | $6.33M | 1.11% | 0.00% | -1.8% | Q1 2021 |
 BX | $6.29M | 1.10% | 0.01% | -3.7% | Q2 2020 |
 CP | $6.27M | 1.09% | 0.01% | -6.0% | Q1 2024 |
 NEE | $6.07M | 1.06% | 0.00% | +4.2% | Q1 2026 |
 AMD | $6.05M | 1.06% | 0.00% | 0.0% | Q3 2025 |
 HRI | $5.96M | 1.04% | 0.12% | +3.1% | Q2 2025 |
 CRM | $5.95M | 1.04% | 0.00% | -1.5% | Q2 2020 |
 IDXX | $5.82M | 1.02% | 0.01% | +4.1% | Q4 2024 |
 SPGI | $5.36M | 0.94% | 0.00% | -1.7% | Q3 2023 |
 APD | $5.32M | 0.93% | 0.01% | -1.4% | Q4 2020 |
 BA | $5.25M | 0.92% | 0.00% | -4.3% | Q4 2020 |
 EFX | $5.16M | 0.90% | 0.03% | -1.8% | Q3 2021 |
 TSLA | $5.09M | 0.89% | 0.00% | +7.5% | Q2 2020 |
 BABA | $4.88M | 0.85% | 0.00% | +0.4% | Q2 2020 |
 SYK | $4.43M | 0.77% | 0.00% | -24.3% | Q2 2020 |
 RELX | $4.24M | 0.74% | 0.01% | -0.8% | Q1 2024 |
 U | $3.84M | 0.67% | 0.03% | +1.5% | Q1 2026 |
 ZTS | $3.72M | 0.65% | 0.01% | -1.4% | Q2 2024 |
 CPRT | $3.63M | 0.63% | 0.01% | -1.3% | Q1 2021 |
 VEEV | $3.36M | 0.59% | 0.01% | -0.5% | Q1 2021 |
 SPY | $2.61M | 0.46% | Not reported | +3.0% | Q4 2019 |
 BLW | $2.04M | 0.36% | Not reported | -6.0% | Q2 2022 |
 RACE | $1.51M | 0.26% | 0.00% | Not reported | Q3 2025 |
| MDY | $1.29M | 0.23% | Not reported | Not reported | Q3 2021 |
 TSM | $1.17M | 0.20% | 0.00% | +1.0% | Q4 2020 |
| Q1 2026 | |||||
| QQQ | $33.8M | 6.88% | Not reported | +19.5% | Q4 2019 |
| AMZN | $32.2M | 6.56% | 0.00% | +33.6% | Q4 2019 |
| GOOGL | $27.1M | 5.52% | 0.00% | +27.4% | Q4 2019 |
| AAPL | $26.5M | 5.38% | 0.00% | +39.1% | Q4 2019 |
| MSFT | $22.3M | 4.54% | 0.00% | +51.5% | Q4 2019 |
| NVDA | $18.6M | 3.79% | 0.00% | -1.4% | Q3 2023 |
| SMH | $15.3M | 3.11% | Not reported | New | Q1 2026 |
| META | $12.1M | 2.45% | Not reported | +57.8% | Q2 2020 |
| BN | $10.4M | 2.13% | Not reported | +7.1% | Q4 2022 |
| WMB | $8.86M | 1.80% | 0.01% | -17.5% | Q1 2022 |
| AZO | $8.72M | 1.77% | 0.02% | +0.1% | Q2 2023 |
| BAM | $8.59M | 1.75% | Not reported | +6.7% | Q2 2020 |
| V | $8.57M | 1.74% | 0.00% | +11.9% | Q2 2021 |
| BRK.B | $8.24M | 1.68% | Not reported | -0.7% | Q3 2020 |
| GOOG | $7.88M | 1.60% | Not reported | +0.1% | Q4 2019 |
| UNH | $7.56M | 1.54% | 0.00% | +4.4% | Q1 2020 |
| CBOE | $7.4M | 1.51% | 0.03% | +1.1% | Q3 2025 |
| WST | $7.29M | 1.48% | 0.04% | -0.6% | Q1 2024 |
| CRM | $7.19M | 1.46% | 0.00% | +0.5% | Q2 2020 |
| MCO | $6.64M | 1.35% | 0.01% | -0.4% | Q3 2023 |
| ORLY | $6.63M | 1.35% | 0.01% | +0.2% | Q2 2023 |
| AXP | $6.49M | 1.32% | 0.00% | -4.7% | Q2 2020 |
| LIN | $6.47M | 1.32% | 0.00% | -4.0% | Q2 2020 |
| BX | $6.38M | 1.30% | 0.01% | +0.1% | Q2 2020 |
| CRWD | $6.36M | 1.29% | 0.01% | +1.6% | Q3 2021 |
| BABA | $6.35M | 1.29% | 0.00% | +0.9% | Q2 2020 |
| TMO | $6.32M | 1.29% | 0.00% | -2.2% | Q1 2021 |
| ESI | $6.29M | 1.28% | 0.08% | -10.1% | Q1 2021 |
| ZTS | $6.2M | 1.26% | 0.01% | +0.7% | Q2 2024 |
| NEE | $6.16M | 1.25% | 0.00% | New | Q1 2026 |
| SYK | $6.1M | 1.24% | 0.00% | -6.5% | Q2 2020 |
| CP | $6.05M | 1.23% | 0.01% | -6.2% | Q1 2024 |
| IDXX | $5.97M | 1.21% | 0.01% | -9.0% | Q4 2024 |
| EFX | $5.96M | 1.21% | 0.03% | +1.1% | Q3 2021 |
| SPGI | $5.7M | 1.16% | 0.00% | +1.9% | Q3 2023 |
| APD | $5.35M | 1.09% | 0.01% | -0.7% | Q4 2020 |
| BA | $5.04M | 1.03% | 0.00% | -1.2% | Q4 2020 |
 MC | $4.59M | 0.93% | Not reported | -2.4% | Q1 2024 |
| RELX | $4.47M | 0.91% | 0.01% | +3.8% | Q1 2024 |
| CPRT | $4.34M | 0.88% | 0.01% | +0.1% | Q1 2021 |
| TSLA | $4.18M | 0.85% | 0.00% | -0.5% | Q2 2020 |
| HRI | $4.02M | 0.82% | 0.12% | +545.3% | Q2 2025 |
| VEEV | $3.35M | 0.68% | 0.01% | +3.9% | Q1 2021 |
| U | $2.9M | 0.59% | 0.03% | New | Q1 2026 |
 CSGP | $2.88M | 0.59% | 0.02% | -0.1% | Q3 2021 |
| MRVL | $2.36M | 0.48% | 0.00% | Not reported | Q3 2025 |
| SPY | $2.21M | 0.45% | Not reported | +62.0% | Q4 2019 |
| BLW | $2.18M | 0.44% | Not reported | -36.4% | Q2 2022 |
| AMD | $2.12M | 0.43% | 0.00% | -0.1% | Q3 2025 |
| RACE | $1.37M | 0.28% | 0.00% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| QQQ | $30.1M | 5.76% | Not reported | +9.3% | Q4 2019 |
| AMZN | $26.7M | 5.11% | 0.00% | +35.0% | Q4 2019 |
| GOOGL | $23.2M | 4.43% | 0.00% | -0.7% | Q4 2019 |
| AAPL | $20.4M | 3.90% | 0.00% | -0.1% | Q4 2019 |
| NVDA | $20.2M | 3.86% | 0.00% | +0.3% | Q3 2023 |
| MSFT | $19.3M | 3.68% | 0.00% | +36.4% | Q4 2019 |
| BN | $11.1M | 2.12% | Not reported | +2.5% | Q4 2022 |
| CRM | $10.2M | 1.94% | 0.00% | +0.6% | Q2 2020 |
| BAM | $9.49M | 1.81% | Not reported | +2.7% | Q2 2020 |
| V | $8.88M | 1.70% | 0.00% | +0.9% | Q2 2021 |
| WMB | $8.87M | 1.70% | 0.01% | -1.4% | Q1 2022 |
| UNH | $8.84M | 1.69% | 0.00% | +2.0% | Q1 2020 |
| META | $8.82M | 1.69% | Not reported | -0.3% | Q2 2020 |
| AZO | $8.75M | 1.67% | 0.02% | +8.2% | Q2 2023 |
| BRK.B | $8.7M | 1.66% | Not reported | +2.3% | Q3 2020 |
| GOOG | $8.62M | 1.65% | Not reported | Not reported | Q4 2019 |
| BX | $8.55M | 1.63% | 0.01% | +2.5% | Q2 2020 |
| AXP | $8.33M | 1.59% | 0.00% | -1.6% | Q2 2020 |
 MKL | $8.23M | 1.57% | 0.03% | +0.1% | Q1 2021 |
| WST | $8.05M | 1.54% | 0.04% | +1.3% | Q1 2024 |
| IDXX | $7.89M | 1.51% | 0.01% | -2.7% | Q4 2024 |
| MCO | $7.81M | 1.49% | 0.01% | +0.9% | Q3 2023 |
| TMO | $7.61M | 1.46% | 0.00% | +1.3% | Q1 2021 |
| CRWD | $7.52M | 1.44% | 0.01% | -6.7% | Q3 2021 |
| BABA | $7.35M | 1.41% | 0.00% | -4.0% | Q2 2020 |
 STE | $7.11M | 1.36% | 0.03% | -2.4% | Q2 2023 |
| EFX | $7.1M | 1.36% | 0.03% | +10.1% | Q3 2021 |
| SYK | $6.97M | 1.33% | 0.01% | -1.2% | Q2 2020 |
| SPGI | $6.87M | 1.31% | 0.00% | +1.7% | Q3 2023 |
| ZTS | $6.56M | 1.25% | 0.01% | +50.0% | Q2 2024 |
| CBOE | $6.54M | 1.25% | 0.02% | +2.2% | Q3 2025 |
| ORLY | $6.53M | 1.25% | 0.01% | +1.0% | Q2 2023 |
| CP | $6.04M | 1.15% | 0.01% | +0.5% | Q1 2024 |
| LIN | $5.79M | 1.11% | 0.00% | +2.6% | Q2 2020 |
| MC | $5.67M | 1.09% | Not reported | +1.1% | Q1 2024 |
| BLK | $5.64M | 1.08% | 0.00% | +0.1% | Q3 2020 |
| BA | $5.57M | 1.06% | 0.00% | +0.9% | Q4 2020 |
 DIS | $5.27M | 1.01% | 0.00% | -0.1% | Q4 2019 |
| RELX | $5.25M | 1.00% | 0.01% | +1.3% | Q1 2024 |
 IRT | $5.24M | 1.00% | 0.13% | +1.2% | Q3 2024 |
 DHR | $5.2M | 0.99% | 0.00% | +0.9% | Q1 2024 |
| ESI | $5.12M | 0.98% | 0.08% | +0.3% | Q1 2021 |
| CPRT | $5.11M | 0.98% | 0.01% | +0.6% | Q1 2021 |
| TSLA | $5.09M | 0.97% | 0.00% | 0.0% | Q2 2020 |
| CSGP | $4.81M | 0.92% | 0.02% | +1.7% | Q3 2021 |
| APD | $4.58M | 0.88% | 0.01% | +1.5% | Q4 2020 |
 ESTC | $4.42M | 0.84% | 0.06% | +1.7% | Q3 2021 |
| VEEV | $4.09M | 0.78% | 0.01% | +0.2% | Q1 2021 |
 GXO | $3.8M | 0.73% | 0.06% | +0.4% | Q3 2021 |
| BLW | $3.75M | 0.72% | Not reported | -18.2% | Q2 2022 |
| Q3 2025 | |||||
| QQQ | $26.9M | 5.37% | Not reported | +1.2% | Q4 2019 |
| NVDA | $20.1M | 4.02% | 0.00% | +317.0% | Q3 2023 |
| AAPL | $19.1M | 3.81% | 0.00% | +41.0% | Q4 2019 |
| AMZN | $18.8M | 3.76% | 0.00% | +173.1% | Q4 2019 |
| GOOGL | $18.1M | 3.62% | 0.00% | +0.6% | Q4 2019 |
| MSFT | $15.1M | 3.02% | 0.00% | +65.1% | Q4 2019 |
| BN | $10.8M | 2.15% | Not reported | -1.4% | Q4 2022 |
| AZO | $10.2M | 2.04% | 0.01% | +2.5% | Q2 2023 |
| BAM | $10M | 2.00% | Not reported | +0.8% | Q2 2020 |
| META | $9.84M | 1.97% | Not reported | +217.2% | Q2 2020 |
| WMB | $9.48M | 1.89% | 0.01% | +3.6% | Q1 2022 |
| BABA | $9.34M | 1.86% | 0.00% | -1.6% | Q2 2020 |
| BX | $9.24M | 1.85% | 0.01% | +0.1% | Q2 2020 |
| UNH | $9.06M | 1.81% | 0.00% | +6.1% | Q1 2020 |
| CRM | $9.04M | 1.80% | 0.00% | +43.0% | Q2 2020 |
| V | $8.57M | 1.71% | 0.00% | +3.8% | Q2 2021 |
| BRK.B | $8.51M | 1.70% | Not reported | +9.7% | Q3 2020 |
| CRWD | $8.42M | 1.68% | 0.01% | -1.4% | Q3 2021 |
| IDXX | $7.66M | 1.53% | 0.02% | +1.1% | Q4 2024 |
| ORLY | $7.64M | 1.53% | 0.01% | +2.8% | Q2 2023 |
| EFX | $7.63M | 1.52% | 0.02% | +9.6% | Q3 2021 |
| AXP | $7.6M | 1.52% | 0.00% | +1.0% | Q2 2020 |
| WST | $7.58M | 1.51% | 0.04% | +1.8% | Q1 2024 |
| SYK | $7.42M | 1.48% | 0.01% | +0.3% | Q2 2020 |
| MKL | $7.31M | 1.46% | 0.03% | +3.5% | Q1 2021 |
| MCO | $7.23M | 1.44% | 0.01% | +3.9% | Q3 2023 |
| STE | $7.1M | 1.42% | 0.03% | +1.7% | Q2 2023 |
| GOOG | $6.69M | 1.33% | Not reported | +592.4% | Q4 2019 |
| SPGI | $6.29M | 1.26% | 0.00% | +2.9% | Q3 2023 |
| TMO | $6.29M | 1.26% | 0.00% | +5.9% | Q1 2021 |
| LIN | $6.29M | 1.25% | 0.00% | +6.3% | Q2 2020 |
| CBOE | $6.25M | 1.25% | 0.02% | New | Q3 2025 |
| BLK | $6.14M | 1.23% | 0.00% | +0.4% | Q3 2020 |
| RELX | $6.13M | 1.22% | 0.01% | +3.3% | Q1 2024 |
| CP | $6.08M | 1.21% | 0.01% | +2.4% | Q1 2024 |
| CSGP | $5.93M | 1.18% | 0.02% | +2.2% | Q3 2021 |
| CPRT | $5.83M | 1.16% | 0.01% | +5.3% | Q1 2021 |
| MC | $5.82M | 1.16% | Not reported | +1.7% | Q1 2024 |
| BA | $5.49M | 1.10% | 0.00% | +1.1% | Q4 2020 |
| VEEV | $5.45M | 1.09% | 0.01% | +3.0% | Q1 2021 |
| DIS | $5.31M | 1.06% | 0.00% | +1.0% | Q4 2019 |
| ESI | $5.14M | 1.03% | 0.08% | -0.2% | Q1 2021 |
| ZTS | $5.08M | 1.01% | 0.01% | +6.5% | Q2 2024 |
| TSLA | $5.03M | 1.00% | 0.00% | +18.5% | Q2 2020 |
| APD | $4.98M | 0.99% | 0.01% | +3.1% | Q4 2020 |
| ESTC | $4.86M | 0.97% | 0.05% | +4.2% | Q3 2021 |
| IRT | $4.86M | 0.97% | 0.12% | +5.5% | Q3 2024 |
| BLW | $4.66M | 0.93% | Not reported | +7.7% | Q2 2022 |
| DHR | $4.46M | 0.89% | 0.00% | +3.8% | Q1 2024 |
 TTD | $4.43M | 0.88% | Not reported | +10.3% | Q3 2020 |