BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 33 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TPHD TIMOTHY PLAN 137.0 $6K +24.0 +21.2% $42.26 +3.8%
642 LIBERTY MEDIA CORP DEL 58.0 $6K +2.0 +3.6% $95.14
643 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 557.0 $5K +281.0 +101.8% $9.39 +26.7%
644 BCE BCE INC Communication Services 236.0 $5K +116.0 +96.7% $21.51 +9.1%
645 CSGP COSTAR GROUP INC Real Estate 172.0 $5K +57.0 +49.6% $28.32 +13.3%
646 LBRT LIBERTY ENERGY INC Energy 184.0 $5K +59.0 +47.2% $26.19 -18.6%
647 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 80.0 $5K +35.0 +77.8% $59.36 -4.9%
648 CVE CENOVUS ENERGY INC Energy 191.0 $5K +58.0 +43.6% $24.81 +30.1%
649 EDV VANGUARD WORLD FD 72.0 $5K +36.0 +100.0% $65.08 -9.9%
650 TME TENCENT MUSIC ENTMT GROUP Communication Services 553.0 $5K +128.0 +30.1% $8.35 +6.7%
651 DXYZ DESTINY TECH100 INC 170.0 $4K +125.0 +277.8% $25.76 +24.8%
652 ENTG ENTEGRIS INC Technology 24.0 $4K +10.0 +71.4% $179.88 -17.3%
653 AMRIZE LTD 79.0 $4K +46.0 +139.4% $53.30
654 CM CANADIAN IMPERIAL BANK OF CO Financial Services 36.0 $4K +23.0 +176.9% $115.00 +5.8%
655 TFII TFI INTERNATIONAL INC Industrials 27.0 $4K +12.0 +80.0% $143.56 -0.5%
656 QS QUANTUMSCAPE CORP Consumer Cyclical 485.0 $4K +155.0 +47.0% $7.56 -24.6%
657 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 296.0 $4K +91.0 +44.4% $12.06 -11.6%
658 AESI ATLAS ENERGY SOLUTIONS INC Energy 203.0 $3K +98.0 +93.3% $16.61 -24.9%
659 BBAI BIGBEAR AI HLDGS INC Technology 836.0 $3K +279.0 +50.1% $3.67 -13.6%
660 EWL ISHARES INC 48.0 $3K +24.0 +100.0% $62.85 +0.1%
Page 33 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%