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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 27 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ENR ENERGIZER HLDGS INC Industrials 1,765.0 $38K +685.0 +63.4% $21.44 +4.2%
522 BIV VANGUARD BD INDEX FDS 490.0 $38K +119.0 +32.1% $76.70 -1.6%
523 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,160.0 $37K +185.0 +9.4% $17.35 -14.8%
524 AVNT AVIENT CORPORATION Basic Materials 1,011.0 $37K +51.0 +5.3% $36.95 +17.6%
525 FLS FLOWSERVE CORP Industrials 500.0 $37K +441.0 +747.5% $74.16 +6.2%
526 NBTB NBT BANCORP INC Financial Services 749.0 $37K +87.0 +13.1% $49.35 +7.2%
527 TRMK TRUSTMARK CORP Financial Services 798.0 $37K +9.0 +1.1% $46.00 +3.7%
528 RPRX ROYALTY PHARMA PLC Healthcare 640.0 $36K +388.0 +154.0% $56.03 +6.5%
529 QTEC FIRST TR EXCHANGE-TRADED FD 104.0 $35K +13.0 +14.3% $334.72 -5.4%
530 ALGN ALIGN TECHNOLOGY INC Healthcare 206.0 $35K +117.0 +131.5% $168.66 -0.4%
531 SBSW SIBANYE STILLWATER LTD Basic Materials 4,041.0 $34K +2K +84.3% $8.49 +24.4%
532 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 817.0 $34K +510.0 +166.1% $41.95 +15.3%
533 GNK GENCO SHIPPING & TRADING LTD Industrials 1,367.0 $34K +959.0 +235.1% $24.79 +5.1%
534 MLKN MILLERKNOLL INC Consumer Cyclical 1,629.0 $33K +407.0 +33.3% $20.46 +13.3%
535 TTD THE TRADE DESK INC Technology 1,755.0 $32K +393.0 +28.9% $18.08 -25.8%
536 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,765.0 $32K +355.0 +25.2% $17.96 -2.3%
537 SOFI SOFI TECHNOLOGIES INC Financial Services 1,739.0 $31K +727.0 +71.8% $17.93 -1.5%
538 SCHE SCHWAB STRATEGIC TR 859.0 $31K +113.0 +15.2% $36.27 +0.5%
539 PICK ISHARES INC 513.0 $30K +318.0 +163.1% $58.15 +6.4%
540 BLKB BLACKBAUD INC Technology 985.0 $29K +384.0 +63.9% $29.62 +49.8%
Page 27 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%