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Andy Armstrong

Blue Water Asset Management

Assets Managed
$289.385M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
4.08%(2Q avg: 2.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Water Asset Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Blue Water Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 289.385M in assets, with a quarterly growth rate of 4.08% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Decreased -17.05%
11.72%
$33.892M
684,685 shares@ $49.51 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 6.13%
7.38%
$21.329M
453,035 shares@ $47.08 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 6.04%
7.13%
$20.629M
438,763 shares@ $47.02 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 5.14%
6.96%
$20.141M
194,843 shares@ $103.37 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.72%
6.4%
$18.515M
241,897 shares@ $76.55 avg price
USVM
Victoryshares Us Small Mid C
Recent Activity
Decreased -1.38%
6.26%
$18.093M
191,096 shares@ $94.68 avg price
EVSD
Eaton Vance Shrt Dur Inc
Recent Activity
Increased 1401.54%
5.8%
$16.768M
329,166 shares@ $50.95 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Decreased -1.32%
5.6%
$16.178M
140,791 shares@ $114.91 avg price
HMOP
Hartford Municipal Opp Etf
Recent Activity
Increased 0.99%
3%
$8.669M
223,764 shares@ $38.74 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Decreased -6.07%
2.43%
$7.026M
162,905 shares@ $43.13 avg price

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