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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 24 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CVNA CARVANA CO Consumer Cyclical 1,022.0 $67K 0.00% +763.0 +294.6% $65.83 -1.3%
462 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 1,422.0 $67K 0.00% +1K +318.2% $47.27 +7.0%
463 ACADIAN ASSET MANAGEMENT INC 939.0 $67K 0.00% +487.0 +107.7% $71.53
464 DKS DICKS SPORTING GOODS INC Consumer Cyclical 293.0 $66K 0.00% +20.0 +7.3% $226.94 -15.6%
465 IBHF ISHARES TR 2,864.0 $65K 0.00% +21.0 +0.7% $22.65 -0.7%
466 MGC VANGUARD WORLD FD 237.0 $65K 0.00% +45.0 +23.4% $273.63 +2.7%
467 EL LAUDER ESTEE COS INC Consumer Defensive 815.0 $64K 0.00% +63.0 +8.4% $78.92 +6.8%
468 PTEN PATTERSON-UTI ENERGY INC Energy 6,807.0 $62K 0.00% +76.0 +1.1% $9.18 +32.1%
469 PATH UIPATH INC Technology 5,725.0 $62K 0.00% +5K +741.9% $10.87 +43.3%
470 HYD VANECK ETF TRUST 1,191.0 $61K 0.00% +789.0 +196.3% $51.51 -2.7%
471 GRMN GARMIN LTD Technology 255.0 $61K 0.00% +63.0 +32.8% $237.83 +25.1%
472 FLOT ISHARES TR 1,184.0 $60K 0.00% +72.0 +6.5% $51.05 -0.2%
473 QRVO QORVO INC Technology 648.0 $60K 0.00% +5.0 +0.8% $93.27 +2.6%
474 ITGR INTEGER HLDGS CORP Healthcare 644.0 $60K 0.00% +27.0 +4.4% $93.46 +33.8%
475 FN FABRINET Technology 107.0 $60K 0.00% +20.0 +23.0% $562.07 -14.1%
476 MD PEDIATRIX MEDICAL GROUP INC Healthcare 2,320.0 $59K 0.00% +600.0 +34.9% $25.33 +4.9%
477 PTL NORTHERN LTS FD TR IV 205.0 $59K 0.00% +43.0 +26.5% $286.09 -0.2%
478 VFLO VICTORY PORTFOLIOS II 1,278.0 $58K 0.00% +703.0 +122.3% $45.75 +17.3%
479 OSK OSHKOSH CORP Industrials 380.0 $58K 0.00% +145.0 +61.7% $153.48 -3.8%
480 BLBD BLUE BIRD CORP Consumer Cyclical 733.0 $58K 0.00% +222.0 +43.4% $78.96 -22.2%
Page 24 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%