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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $9.5B AUM 3,745 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 306 New 681 Added 1076 Reduced 390 Exited
Page 11 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AON AON PLC Financial Services 1,476.0 $489K 0.01% +449.0 +43.7% $331.62 +3.5%
202 RRC RANGE RES CORP Energy 13,017.0 $484K 0.01% +11K +549.5% $37.19 +7.2%
203 SCHD SCHWAB STRATEGIC TR 15,177.0 $481K 0.01% +5K +46.7% $31.71 +8.8%
204 TRIPLE FLAG PRECIOUS METAL 15,833.0 $475K 0.01% +670.0 +4.4% $29.97
205 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,802.0 $474K 0.01% +2K +1684.2% $263.19 +39.2%
206 DVN DEVON ENERGY CORP NEW Energy 11,438.0 $473K 0.01% +3K +28.2% $41.32 +15.8%
207 AYI ACUITY INC Industrials 1,253.0 $472K 0.01% +514.0 +69.5% $376.69 -8.3%
208 AVTR AVANTOR INC Healthcare 47,130.0 $467K 0.01% +30K +182.7% $9.90 +34.6%
209 BIO BIO RAD LABS INC Healthcare 1,571.0 $461K 0.01% +141.0 +9.9% $293.67 +20.1%
210 SMH VANECK ETF TRUST 701.0 $460K 0.01% +371.0 +112.4% $655.70 -13.1%
211 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,463.0 $447K 0.01% +155.0 +2.5% $69.19 +2.5%
212 GEN GEN DIGITAL INC Technology 17,936.0 $446K 0.01% +2K +10.7% $24.89 +11.0%
213 ITUB ITAU UNIBANCO HLDG S A Financial Services 54,512.0 $445K 0.01% +2K +3.0% $8.17 -11.0%
214 ERIE ERIE INDTY CO Financial Services 1,857.0 $445K 0.01% +163.0 +9.6% $239.70 +7.2%
215 VEU VANGUARD INTL EQUITY INDEX F 5,276.0 $442K 0.01% +1K +30.7% $83.75 +0.8%
216 SCHF SCHWAB STRATEGIC TR 15,779.0 $437K 0.01% +8K +107.5% $27.70 +1.3%
217 NEBIUS GROUP N.V. 1,580.0 $436K 0.01% +1K +375.9% $276.17
218 FTDR FRONTDOOR INC Consumer Cyclical 5,613.0 $435K 0.01% +2K +79.0% $77.58 +6.9%
219 INGERSOLL RAND INC 5,255.0 $431K 0.01% +4K +410.2% $81.99
220 VONG VANGUARD SCOTTSDALE FDS 3,370.0 $431K 0.01% +2K +127.5% $127.81 -0.9%
Page 11 of 35  ·  681 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%