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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 15 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RL RALPH LAUREN CORP Consumer Cyclical 679.0 $273K 0.00% +43.0 +6.8% $401.62 -4.6%
282 COKE COCA COLA CONS INC Consumer Defensive 1,419.0 $271K 0.00% +787.0 +124.5% $190.96 -0.2%
283 ORI OLD REP INTL CORP Financial Services 6,608.0 $270K 0.00% +4K +116.2% $40.92 +3.6%
284 TDG TRANSDIGM GROUP INC Industrials 202.0 $269K 0.00% +66.0 +48.5% $1333.09 -7.4%
285 NUE NUCOR CORP Basic Materials 1,206.0 $269K 0.00% +344.0 +39.9% $222.76 +19.7%
286 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,558.0 $266K 0.00% +499.0 +16.3% $74.72 +4.3%
287 STIP ISHARES TR 2,590.0 $265K 0.00% +3K +3020.5% $102.16 -1.2%
288 ASAN ASANA INC Technology 37,480.0 $262K 0.00% +8K +26.6% $7.00 +35.9%
289 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,017.0 $260K 0.00% +538.0 +112.3% $255.81 +28.4%
290 ZS ZSCALER INC Technology 1,842.0 $260K 0.00% +958.0 +108.4% $141.15 +31.8%
291 MATX MATSON INC Industrials 1,352.0 $260K 0.00% +1K +384.6% $192.23 +15.0%
292 HBAN HUNTINGTON BANCSHARES INC Financial Services 14,560.0 $258K 0.00% +4K +44.2% $17.73 +0.1%
293 XRPI VOLATILITY SHS TR 44,947.0 $258K 0.00% +30K +209.6% $5.74 -3.4%
294 AIN ALBANY INTL CORP Consumer Cyclical 3,442.0 $256K 0.00% +1K +60.9% $74.50 -16.3%
295 MELI MERCADOLIBRE INC Consumer Cyclical 151.0 $256K 0.00% +75.0 +98.7% $1697.38 +6.0%
296 DCI DONALDSON INC Industrials 2,852.0 $256K 0.00% +60.0 +2.1% $89.78 +5.5%
297 SILJ AMPLIFY ETF TR 9,590.0 $249K 0.00% +8K +539.3% $25.92 +18.3%
298 CRWV COREWEAVE INC Technology 2,491.0 $248K 0.00% +2K +273.5% $99.54 -8.1%
299 WFRD WEATHERFORD INTL PLC Energy 3,004.0 $245K 0.00% +425.0 +16.5% $81.49 +15.2%
300 BDC BELDEN INC Technology 2,011.0 $241K 0.00% +37.0 +1.9% $119.94 +8.2%
Page 15 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%