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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 19 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NSA NATIONAL STORAGE AFFILIATES Real Estate 3,560.0 $158K 0.00% +4K +10000.0% $44.47 -2.4%
362 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,586.0 $157K 0.00% +475.0 +42.8% $99.29 -7.5%
363 SKYW SKYWEST INC Industrials 1,583.0 $157K 0.00% +211.0 +15.4% $99.32 +2.8%
364 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 1,900.0 $157K 0.00% +112.0 +6.3% $82.41 -4.7%
365 RYN RAYONIER INC Real Estate 7,358.0 $157K 0.00% +4K +105.2% $21.28 +0.1%
366 GGG GRACO INC Industrials 2,051.0 $155K 0.00% +2K +905.4% $75.61 +8.6%
367 WINA WINMARK CORP Consumer Cyclical 362.0 $153K 0.00% +62.0 +20.7% $423.08 -16.5%
368 PSTG EVERPURE INC 1,891.0 $149K 0.00% +31.0 +1.7% $78.79
369 VICR VICOR CORP Technology 388.0 $147K 0.00% +374.0 +2671.4% $379.78 -43.6%
370 IPGP IPG PHOTONICS CORP Technology 1,233.0 $145K 0.00% +1K +6389.5% $117.32 -34.6%
371 USIG ISHARES TR 2,806.0 $144K 0.00% +1K +77.2% $51.29 -1.7%
372 VNET VNET GROUP INC Technology 17,666.0 $142K 0.00% +5K +37.4% $8.04 -16.2%
373 MP MP MATERIALS CORP Basic Materials 2,530.0 $142K 0.00% +2K +166.6% $56.01 +1.8%
374 ARKQ ARK ETF TR 1,067.0 $141K 0.00% +364.0 +51.8% $132.16 -4.9%
375 MMSI MERIT MED SYS INC Healthcare 1,973.0 $137K 0.00% +120.0 +6.5% $69.34 +32.2%
376 GFF GRIFFON CORP Industrials 1,387.0 $135K 0.00% +272.0 +24.4% $97.54 +4.4%
377 BRO BROWN & BROWN INC Financial Services 2,098.0 $135K 0.00% +1K +155.2% $64.15 +12.1%
378 SSNC SS&C TECH HLDGS Technology 2,128.0 $132K 0.00% +1K +144.9% $62.06 +32.8%
379 SSL SASOL LTD Basic Materials 13,304.0 $131K 0.00% +7K +117.3% $9.82 +24.0%
380 BLOK AMPLIFY ETF TR 2,048.0 $128K 0.00% +2K +1156.4% $62.63 -4.3%
Page 19 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%