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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 4 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPXV PROSHARES TR 727.0 $60K 0.00% NEW $82.14 +2.4%
62 VERSIGENT PLC 1,419.0 $60K 0.00% NEW $42.01
63 CENX CENTURY ALUM CO Basic Materials 1,199.0 $55K 0.00% NEW $46.01 +0.1%
64 GVAL CAMBRIA ETF TR 1,461.0 $53K 0.00% NEW $36.02 +5.9%
65 AZZ AZZ INC Industrials 333.0 $52K 0.00% NEW $155.05 -4.7%
66 FDT FIRST TR EXCH TRD ALPHDX FD 544.0 $52K 0.00% NEW $94.70 -0.7%
67 POET POET TECHNOLOGIES INC Technology 4,885.0 $50K 0.00% NEW $10.28 -17.4%
68 FRMI FERMI INC Utilities 5,325.0 $49K 0.00% NEW $9.16 -34.5%
69 PLBC PLUMAS BANCORP Financial Services 833.0 $49K 0.00% NEW $58.46 +5.8%
70 ETF SER SOLUTIONS 1,543.0 $49K 0.00% NEW $31.51
71 ISHARES TR 2,127.0 $47K NEW $22.14
72 ASCENDIS PHARMA A/S 170.0 $45K NEW $266.72
73 VCRB VANGUARD MALVERN FDS 549.0 $42K NEW $77.23 -1.7%
74 FBND FIDELITY MERRIMACK STR TR 930.0 $42K NEW $45.49 -1.3%
75 GLDM WORLD GOLD TR Financial Services 532.0 $42K NEW $79.42 +8.7%
76 BBH TR 3,421.0 $41K NEW $12.07
77 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 1,467.0 $41K NEW $27.92 -14.6%
78 SPEM SPDR INDEX SHS FDS 771.0 $40K NEW $51.76 -0.1%
79 ISHARES TR 1,428.0 $40K NEW $27.86
80 ISHARES TR 1,363.0 $40K NEW $29.13
Page 4 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%