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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 18 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UAL UNITED AIRLS HLDGS INC Industrials 1,301.0 $177K 0.00% +904.0 +227.7% $135.99 -13.1%
342 GFI GOLD FIELDS LTD Basic Materials 5,241.0 $176K 0.00% +499.0 +10.5% $33.59 +29.8%
343 LKQ LKQ CORP Consumer Cyclical 6,680.0 $176K 0.00% +186.0 +2.9% $26.33 -1.7%
344 EMLP FIRST TR EXCHANGE-TRADED FD 4,033.0 $175K 0.00% +2K +78.5% $43.50 +3.0%
345 CWB SPDR SERIES TRUST 1,608.0 $173K 0.00% +1K +436.0% $107.82 -3.3%
346 CANADIAN PACIFIC KANSAS CITY 2,000.0 $173K 0.00% +950.0 +90.5% $86.66
347 TLT ISHARES TR 1,999.0 $173K 0.00% +32.0 +1.6% $86.42 -4.2%
348 PPA INVESCO EXCHANGE TRADED FD T 967.0 $171K 0.00% +780.0 +417.1% $176.65 +2.5%
349 AAT AMERICAN ASSETS TR INC Real Estate 6,884.0 $170K 0.00% +7K +10000.0% $24.69 -7.8%
350 MTZ MASTEC INC Industrials 408.0 $170K 0.00% +17.0 +4.3% $416.06 -33.9%
351 ACIW ACI WORLDWIDE INC Technology 3,342.0 $168K 0.00% +2K +98.1% $50.29 +4.9%
352 CDE COEUR MNG INC Basic Materials 10,296.0 $168K 0.00% +8K +343.0% $16.32 +24.1%
353 WAT WATERS CORP Healthcare 445.0 $167K 0.00% +361.0 +429.8% $375.04 +10.6%
354 LQD ISHARES TR 1,522.0 $166K 0.00% +807.0 +112.9% $109.07 -2.3%
355 ALLE ALLEGION PLC Industrials 1,179.0 $166K 0.00% +803.0 +213.6% $140.49 +16.6%
356 AEGON LTD 19,437.0 $164K 0.00% +5K +30.3% $8.44
357 EUFN ISHARES TR 4,189.0 $163K 0.00% +4K +1132.1% $38.99 +8.1%
358 LEIDOS HOLDINGS INC 1,586.0 $163K 0.00% +885.0 +126.2% $102.97
359 VNT VONTIER CORPORATION Technology 5,616.0 $163K 0.00% +362.0 +6.9% $29.00 +13.0%
360 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,752.0 $160K 0.00% +34.0 +2.0% $91.20 -14.3%
Page 18 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%