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 7 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SEIV SEI EXCHANGE TRADED FUNDS 365.0 $18K NEW $48.00 +6.0%
122 TPLS THORNBURG ETF TR 663.0 $17K NEW $25.16 -1.9%
123 USO UNITED STS OIL FD LP Financial Services 150.0 $16K NEW $106.44 +22.8%
124 AGMI THEMES ETF TR 258.0 $16K NEW $61.34 +14.9%
125 EXPO EXPONENT INC Industrials 269.0 $16K NEW $58.76 +14.9%
126 THNQ EXCHANGE TRADED CONCEPTS TRU 166.0 $15K NEW $91.21 -0.7%
127 RVMD REVOLUTION MEDICINES INC Healthcare 80.0 $15K NEW $187.28 +15.3%
128 TDW TIDEWATER INC NEW Energy 222.0 $15K NEW $66.63 +41.3%
129 JOE ST JOE CO Real Estate 231.0 $14K NEW $62.63 +7.5%
130 CRITICAL METALS CORP 1,400.0 $14K NEW $10.25
131 ENLIGHT RENEWABLE ENERGY LTD 160.0 $14K NEW $89.02
132 MTN VAIL RESORTS INC Consumer Cyclical 103.0 $14K NEW $136.15 +10.0%
133 BNDW VANGUARD SCOTTSDALE FDS 200.0 $14K NEW $68.53 -1.7%
134 NLR VANECK ETF TRUST 117.0 $14K NEW $115.98 -1.3%
135 MESOBLAST LTD 1,002.0 $14K NEW $13.53
136 CGCV CAPITAL GROUP CONSERVATIVE E 408.0 $13K NEW $32.82 +1.9%
137 EFAA INVESCO ACTIVELY MANAGED EXC 238.0 $13K NEW $55.76 +2.0%
138 USTB VICTORY PORTFOLIOS II 262.0 $13K NEW $50.62 -0.3%
139 UBND VICTORY PORTFOLIOS II 607.0 $13K NEW $21.72 -1.7%
140 OII OCEANEERING INTL INC Energy 324.0 $13K NEW $40.52 +31.1%
Page 7 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%