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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 31 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 105.0 $12K +99.0 +1650.0% $114.41 -16.9%
602 GALAXY DIGITAL INC. 436.0 $12K +404.0 +1262.5% $27.34
603 QBTS D-WAVE QUANTUM INC Technology 487.0 $12K +188.0 +62.9% $23.99 -18.6%
604 PSKY PARAMOUNT SKYDANCE CORP Communication Services 1,178.0 $12K +818.0 +227.2% $9.86 +5.8%
605 FXZ FIRST TR EXCHANGE-TRADED FD 144.0 $11K +1.0 +0.7% $79.58 +4.3%
606 PATHWARD FINANCIAL INC 130.0 $11K +83.0 +176.6% $87.06
607 MBWM MERCANTILE BK CORP Financial Services 197.0 $11K +3.0 +1.6% $57.40 +6.0%
608 FXU FIRST TR EXCHANGE-TRADED FD 227.0 $11K +2.0 +0.9% $49.29 -1.3%
609 PALL ABRDN PALLADIUM ETF TRUST Financial Services 500.0 $11K +400.0 +400.0% $22.08 +5.9%
610 CLDT CHATHAM LODGING TR Real Estate 794.0 $11K +251.0 +46.2% $13.23 -2.0%
611 LAMR LAMAR ADVERTISING CO Real Estate 66.0 $10K +36.0 +120.0% $156.92 -3.3%
612 DBMF LITMAN GREGORY FDS TR 336.0 $10K +286.0 +572.0% $30.62 +2.1%
613 HELO J P MORGAN EXCHANGE TRADED F 149.0 $10K +30.0 +25.2% $67.58 +3.0%
614 FS SPECIALTY LENDING FD 889.0 $10K +604.0 +211.9% $11.15
615 ACWV ISHARES INC 78.0 $9K +22.0 +39.3% $120.23 +4.8%
616 EMLC VANECK ETF TRUST 360.0 $9K +245.0 +213.0% $25.56 +0.1%
617 ZTO ZTO EXPRESS CAYMAN INC Industrials 393.0 $9K +217.0 +123.3% $22.38 +3.4%
618 CGXU CAPITAL GROUP INTL FOCUS EQT 243.0 $8K +34.0 +16.3% $34.62 -0.1%
619 RGEN REPLIGEN CORP Healthcare 61.0 $8K +41.0 +205.0% $136.44 +21.8%
620 DHT DHT HOLDINGS INC Energy 500.0 $8K +394.0 +371.7% $16.53 +16.8%
Page 31 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%