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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 3 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARKB ARK 21SHARES BITCOIN ETF Financial Services 224,780.0 $4.4M 0.05% +61K +37.6% $19.46 +10.4%
42 MCK MCKESSON CORP Healthcare 5,731.0 $4.3M 0.04% +518.0 +9.9% $755.59 +16.5%
43 EEM ISHARES TR 56,133.0 $3.8M 0.04% +3K +4.7% $68.41 -4.4%
44 IGIB ISHARES TR 71,954.0 $3.8M 0.04% +1K +1.6% $53.17 -2.0%
45 GEV GE VERNOVA INC Utilities 3,150.0 $3.7M 0.04% +372.0 +13.4% $1174.94 -13.1%
46 BLUE OWL TECHNOLOGY FIN CORP 342,060.0 $3.5M 0.04% +215K +169.6% $10.35
47 GS GOLDMAN SACHS GROUP INC Financial Services 3,408.0 $3.4M 0.04% +29.0 +0.9% $1011.14 +2.3%
48 KLAC KLA CORP Technology 10,841.0 $3.3M 0.03% +10K +818.0% $301.73 -35.8%
49 UNH UNITEDHEALTH GROUP INC Healthcare 7,589.0 $3.2M 0.03% +1K +15.9% $415.65 -4.9%
50 APP APPLOVIN CORP Technology 6,027.0 $3.1M 0.03% +438.0 +7.8% $515.23 -39.5%
51 PLTR PALANTIR TECHNOLOGIES INC Technology 25,868.0 $3.0M 0.03% +4K +19.1% $116.67 +47.3%
52 VGT VANGUARD WORLD FD 24,462.0 $2.9M 0.03% +22K +851.5% $119.52 +0.1%
53 C CITIGROUP INC Financial Services 20,653.0 $2.9M 0.03% +12K +130.5% $139.96 -2.0%
54 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,961.0 $2.9M 0.03% +817.0 +38.1% $964.93 -5.5%
55 VO VANGUARD INDEX FDS 33,842.0 $2.7M 0.03% +25K +305.4% $80.57 +3.6%
56 SOVF ELEVATION SERIES TRUST 90,857.0 $2.7M 0.03% +4K +4.7% $29.72 +8.2%
57 PANW PALO ALTO NETWORKS INC Technology 6,582.0 $2.2M 0.02% +1K +18.1% $341.02 +8.5%
58 J P MORGAN EXCHANGE TRADED F 43,744.0 $2.2M 0.02% +15K +53.5% $50.57
59 MGK VANGUARD WORLD FD 24,695.0 $2.2M 0.02% +20K +432.9% $87.91 +1.6%
60 ADI ANALOG DEVICES INC Technology 5,320.0 $2.1M 0.02% +82.0 +1.6% $397.11 -6.0%
Page 3 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%