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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 10 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RGA REINSURANCE GROUP AMER INC Financial Services 3,958.0 $842K 0.01% -441.0 -10.0% $212.67 +14.9%
182 Q QNITY ELECTRONICS INC Technology 5,153.0 $842K 0.01% -322.0 -5.9% $163.31 -18.2%
183 LNT ALLIANT ENERGY CORP Utilities 11,012.0 $840K 0.01% -2K -16.5% $76.29 -8.3%
184 CL COLGATE PALMOLIVE CO Consumer Defensive 9,046.0 $829K 0.01% -288.0 -3.1% $91.68 -0.2%
185 ENB ENBRIDGE INC Energy 15,281.0 $828K 0.01% -4K -22.1% $54.21 -5.2%
186 BHP BHP BILLITON LIMITED Basic Materials 9,913.0 $826K 0.01% -2K -14.0% $83.31 +6.9%
187 GDX VANECK ETF TRUST 10,719.0 $809K 0.01% -448.0 -4.0% $75.45 +17.9%
188 RSG REPUBLIC SVCS INC Industrials 3,789.0 $807K 0.01% -666.0 -14.9% $213.07 +1.8%
189 CPB THE CAMPBELLS COMPANY Consumer Defensive 36,138.0 $805K 0.01% -4K -10.7% $22.27 +2.6%
190 GBIL GOLDMAN SACHS ETF TR 8,010.0 $802K 0.01% -598.0 -7.0% $100.16 -0.1%
191 GPC GENUINE PARTS CO Consumer Cyclical 6,711.0 $792K 0.01% -285.0 -4.1% $117.97 +11.8%
192 HBNC HORIZON BANCORP IND Financial Services 39,068.0 $781K 0.01% -3K -7.8% $19.98 +1.5%
193 RJF RAYMOND JAMES FINL INC Financial Services 5,104.0 $776K 0.01% -33.0 -0.6% $152.04 +17.9%
194 KGC KINROSS GOLD CORP Basic Materials 32,329.0 $764K 0.01% -4K -11.2% $23.62 +14.8%
195 DAL DELTA AIR LINES INC Industrials 8,103.0 $759K 0.01% -9K -53.4% $93.66 -8.5%
196 IXN ISHARES TR 5,204.0 $752K 0.01% -27K -83.8% $144.48 -3.4%
197 FLEX FLEX LTD Technology 4,627.0 $750K 0.01% -795.0 -14.7% $162.07 -25.8%
198 INDA ISHARES TR 15,135.0 $748K 0.01% -201.0 -1.3% $49.39 -0.0%
199 IJH ISHARES TR 9,598.0 $740K 0.01% -2K -14.6% $77.11 +0.2%
200 GATX GATX CORP Industrials 4,169.0 $739K 0.01% -174.0 -4.0% $177.17 +0.6%
Page 10 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%