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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 11 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IYM ISHARES TR 20.0 $4K NEW $179.55 +3.8%
202 VIKING HOLDINGS LTD 33.0 $3K NEW $104.67
203 CAVA CAVA GROUP INC Consumer Cyclical 44.0 $3K NEW $78.48 -13.0%
204 APPN APPIAN CORP Technology 150.0 $3K NEW $22.90 +59.1%
205 AFLG FIRST TR EXCHNG TRADED FD VI 78.0 $3K NEW $43.49 +3.2%
206 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 38.0 $3K NEW $81.50 +7.9%
207 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 227.0 $3K NEW $13.42 -2.4%
208 FLHY FRANKLIN TEMPLETON ETF TR 119.0 $3K NEW $24.29 -0.6%
209 SPMD SPDR SERIES TRUST 42.0 $3K NEW $67.57 +0.2%
210 DGII DIGI INTL INC Technology 37.0 $3K NEW $74.95 +8.1%
211 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 91.0 $3K NEW $29.53 -7.0%
212 TFLR T ROWE PRICE EXCHANGE-TRADED 53.0 $3K NEW $50.66 +0.1%
213 TMB THORNBURG ETF TR 100.0 $3K NEW $25.35 -0.5%
214 LEGN LEGEND BIOTECH CORP Healthcare 83.0 $2K NEW $28.88 -24.1%
215 GAB GABELLI EQUITY TR INC Financial Services 411.0 $2K NEW $5.66 +0.9%
216 ROAD CONSTRUCTION PARTNERS INC Industrials 19.0 $2K NEW $118.79 -4.4%
217 PFM INVESCO EXCHANGE TRADED FD T 38.0 $2K NEW $55.66 +3.6%
218 SUPN SUPERNUS PHARMACEUTICALS Healthcare 45.0 $2K NEW $46.51 +5.4%
219 GSIE GOLDMAN SACHS ETF TR 45.0 $2K NEW $45.71 +4.4%
220 ICHR ICHOR HOLDINGS Technology 18.0 $2K NEW $112.28 -41.1%
Page 11 of 16  ·  306 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%