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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 1 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUSE ETF SER SOLUTIONS 7,850,198.0 $567.7M 5.95% -141K -1.8% $72.32 +2.2%
2 IPAC ISHARES TR 5,977,443.0 $489.7M 5.13% -353K -5.6% $81.93 +5.7%
3 IUSV ISHARES TR 4,235,766.0 $466.6M 4.89% -202K -4.6% $110.15 +4.1%
4 VIDI ETF SER SOLUTIONS 9,351,801.0 $364.8M 3.82% -733K -7.3% $39.01 +3.1%
5 VGK VANGUARD INTL EQUITY INDEX F 3,428,812.0 $303.6M 3.18% -315K -8.4% $88.54 +4.0%
6 VCIT VANGUARD SCOTTSDALE FDS 2,552,753.0 $211.0M 2.21% -44K -1.7% $82.65 -2.0%
7 VOO VANGUARD INDEX FDS 300,175.0 $206.2M 2.16% -15K -4.8% $686.81 +3.4%
8 IEMG ISHARES INC 2,069,819.0 $171.5M 1.80% -395K -16.0% $82.84 -1.1%
9 LLY ELI LILLY & CO Healthcare 77,129.0 $92.5M 0.97% -8K -9.4% $1199.42 -1.2%
10 MBB ISHARES TR 966,223.0 $91.3M 0.96% -339K -26.0% $94.52 -1.6%
11 TDTF FLEXSHARES TR 3,603,118.0 $85.6M 0.90% -119K -3.2% $23.77 -1.9%
12 VUSB VANGUARD BD INDEX FDS 1,558,474.0 $77.6M 0.81% -387K -19.9% $49.78 -0.1%
13 KO COCA COLA CO Consumer Defensive 875,276.0 $71.1M 0.74% -64K -6.8% $81.27 +7.0%
14 IAUM ISHARES GOLD TRUST MICRO Financial Services 1,583,057.0 $63.3M 0.66% -167K -9.6% $40.01 +10.1%
15 VXF VANGUARD INDEX FDS 210,400.0 $51.8M 0.54% -26K -11.1% $246.21 +1.5%
16 AAPL APPLE INC Technology 151,098.0 $43.7M 0.46% -22K -12.9% $289.36 +5.6%
17 IAU ISHARES GOLD TR Financial Services 460,543.0 $34.8M 0.36% -61K -11.6% $75.51 +10.1%
18 BSV VANGUARD BD INDEX FDS 340,954.0 $26.6M 0.28% -48K -12.3% $77.91 -0.4%
19 CAT CATERPILLAR INC Industrials 23,555.0 $25.1M 0.26% -2K -8.9% $1064.89 -17.2%
20 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 40,425.0 $19.3M 0.20% -3K -6.3% $477.57 -9.8%
Page 1 of 54  ·  1,076 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%