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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 6 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACMR ACM RESH INC Technology 8,123.0 $1.0M 0.01% +2K +41.7% $126.89 -36.4%
102 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 40,736.0 $1.0M 0.01% +16K +67.1% $25.06 +14.6%
103 MAIN MAIN STR CAP CORP Financial Services 19,610.0 $1.0M 0.01% +2K +13.4% $51.88 +12.3%
104 SCCO SOUTHERN COPPER CORP Basic Materials 5,744.0 $1.0M 0.01% +325.0 +6.0% $174.27 +7.0%
105 EWBC EAST WEST BANCORP INC Financial Services 7,717.0 $996K 0.01% +1K +20.3% $129.09 +4.2%
106 CRWD CROWDSTRIKE HLDGS INC Technology 1,299.0 $991K 0.01% +728.0 +127.5% $190.79 +10.8%
107 LUV SOUTHWEST AIRLS CO Industrials 19,214.0 $988K 0.01% +18K +1046.4% $51.42 -16.9%
108 DGRO ISHARES TR 12,779.0 $968K 0.01% +7K +135.9% $75.79 +5.2%
109 FCX FREEPORT MCMORAN INC Basic Materials 15,393.0 $968K 0.01% +12K +418.5% $62.89 +4.6%
110 HWM HOWMET AEROSPACE INC Industrials 3,598.0 $967K 0.01% +325.0 +9.9% $268.89 +6.4%
111 PNC PNC FINL SVCS GROUP INC Financial Services 3,833.0 $944K 0.01% +2K +89.8% $246.24 +2.9%
112 BIL SPDR SERIES TRUST 10,206.0 $935K 0.01% +5K +87.1% $91.64 -0.1%
113 EXEL EXELIXIS INC Healthcare 17,105.0 $931K 0.01% +2K +14.8% $54.41 -2.2%
114 HLN HALEON PLC Healthcare 98,875.0 $923K 0.01% +17K +21.0% $9.33 +4.2%
115 SMIN ISHARES TR 12,828.0 $907K 0.01% +7K +118.9% $70.73 +0.7%
116 ARW ARROW ELECTRS INC Technology 4,248.0 $907K 0.01% +128.0 +3.1% $213.41 -2.2%
117 IXUS ISHARES TR 9,462.0 $903K 0.01% +9K +3826.1% $95.44 +1.2%
118 ECL ECOLAB INC Basic Materials 3,165.0 $882K 0.01% +1K +64.8% $278.59 +0.9%
119 ON ON SEMICONDUCTOR CORP Technology 9,238.0 $873K 0.01% +2K +33.0% $94.54 -18.2%
120 BOX BOX INC Technology 32,589.0 $865K 0.01% +6K +23.1% $26.54 +24.8%
Page 6 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%