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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 22 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TROW PRICE T ROWE GROUP INC Financial Services 840.0 $96K 0.00% +57.0 +7.3% $113.75 -0.7%
422 PINS PINTEREST INC Communication Services 4,515.0 $95K 0.00% +551.0 +13.9% $21.03 +11.3%
423 LEA LEAR CORP Consumer Cyclical 699.0 $94K 0.00% +682.0 +4011.8% $134.06 -6.7%
424 TILE INTERFACE INC Consumer Cyclical 2,549.0 $91K 0.00% +350.0 +15.9% $35.84 +9.3%
425 ZM ZOOM COMMUNICATIONS INC Technology 1,050.0 $91K 0.00% +185.0 +21.4% $86.31 +25.1%
426 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 874.0 $89K 0.00% +258.0 +41.9% $101.88 +14.7%
427 KRE SPDR SERIES TRUST 1,187.0 $89K 0.00% +1K +637.3% $74.85 +1.6%
428 PEGA PEGASYSTEMS INC Technology 2,939.0 $88K 0.00% +2K +168.2% $29.97 +12.8%
429 CVSA COVISTA INC Consumer Cyclical 703.0 $88K 0.00% +260.0 +58.7% $124.66 +5.7%
430 BBWI BATH & BODY WORKS INC Consumer Cyclical 3,772.0 $87K 0.00% +969.0 +34.6% $23.13 -13.4%
431 ETSY INC 1,154.0 $87K 0.00% +116.0 +11.2% $75.33
432 SPHD INVESCO EXCH TRADED FD TR II 1,707.0 $87K 0.00% +1K +215.5% $50.84 +5.1%
433 IXC ISHARES TR 1,722.0 $85K 0.00% +366.0 +27.0% $49.12 +19.1%
434 USFD US FOODS HLDG CORP Consumer Defensive 824.0 $84K 0.00% +22.0 +2.7% $102.27 +5.9%
435 EQR EQUITY RESIDENTIAL Real Estate 1,232.0 $84K 0.00% +10.0 +0.8% $67.93 -6.3%
436 CAR AVIS BUDGET GROUP INC Industrials 562.0 $83K 0.00% +548.0 +3914.3% $147.83 -5.8%
437 ITM VANECK ETF TRUST 1,760.0 $83K 0.00% +1K +444.9% $46.99 -2.0%
438 ODFL OLD DOMINION FREIGHT LINE IN Industrials 381.0 $83K 0.00% +260.0 +214.9% $216.60 -3.3%
439 MAT MATTEL INC Consumer Cyclical 5,816.0 $81K 0.00% +2K +47.4% $13.88 +5.7%
440 SFNC SIMMONS FIRST NATL CORP Financial Services 3,540.0 $80K 0.00% +3K +565.4% $22.65 +3.4%
Page 22 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%