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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 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QT IMAGING HLDGS INC 23,998.0 $98K 0.00% NEW $4.07
42 SHLD GLOBAL X FDS 1,553.0 $93K 0.00% NEW $59.71 +17.3%
43 ILF ISHARES TR 2,665.0 $90K 0.00% NEW $33.75 -1.2%
44 PIPR PIPER SANDLER COMPANIES Financial Services 1,206.0 $87K 0.00% NEW $72.34 +3.3%
45 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 2,122.0 $87K 0.00% NEW $41.02 -3.4%
46 CYD CHINA YUCHAI INTL LTD Industrials 1,790.0 $85K 0.00% NEW $47.41 -4.5%
47 GLPI GAMING & LEISURE P Real Estate 1,905.0 $85K 0.00% NEW $44.53 -4.4%
48 FCG FIRST TR EXCHANGE-TRADED FD 3,163.0 $84K 0.00% NEW $26.61 +15.4%
49 UEC URANIUM ENERGY CORP Energy 7,879.0 $84K 0.00% NEW $10.66 +0.2%
50 TOXR 21SHARES XRP ETF Financial Services 8,100.0 $82K 0.00% NEW $10.18 -4.0%
51 SMDV PROSHARES TR 1,070.0 $82K 0.00% NEW $77.03 +1.1%
52 MXL MAXLINEAR INC Technology 596.0 $76K 0.00% NEW $128.03 -42.5%
53 OEC ORION S.A. Basic Materials 10,984.0 $73K 0.00% NEW $6.63 -6.9%
54 RNW RENEW ENERGY GLOBAL PLC Utilities 11,558.0 $72K 0.00% NEW $6.25 +9.0%
55 BKV BKV CORP Energy 2,602.0 $71K 0.00% NEW $27.36 -3.5%
56 HAFN HAFNIA LTD Industrials 10,693.0 $71K 0.00% NEW $6.64 +16.3%
57 CEPU CENTRAL PUERTO S A Utilities 4,599.0 $68K 0.00% NEW $14.86 -13.9%
58 DLN WISDOMTREE TR 680.0 $65K 0.00% NEW $96.32 +5.0%
59 BW LPG LTD 3,755.0 $65K 0.00% NEW $17.43
60 NMIH NMI HLDGS INC Financial Services 1,562.0 $64K 0.00% NEW $41.08 +10.8%
Page 3 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%