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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 11 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HXL HEXCEL CORP NEW Industrials 7,324.0 $733K 0.01% -111.0 -1.5% $100.06 +1.1%
202 SYSB ISHARES TR 8,160.0 $724K 0.01% -925.0 -10.2% $88.72 -1.8%
203 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,961.0 $713K 0.01% -32.0 -1.1% $240.94 +5.0%
204 DHI D R HORTON INC Consumer Cyclical 4,357.0 $710K 0.01% -395.0 -8.3% $162.88 -10.6%
205 STRL STERLING INFRASTRUCTURE INC Industrials 836.0 $702K 0.01% -550.0 -39.7% $839.67 -33.9%
206 CF CF INDUSTRIES HOLD Basic Materials 6,473.0 $701K 0.01% -691.0 -9.7% $108.26 +10.6%
207 AN AUTONATION INC Consumer Cyclical 3,722.0 $692K 0.01% -86.0 -2.3% $185.79 +6.0%
208 AMGN AMGEN INC Healthcare 1,907.0 $691K 0.01% -237.0 -11.1% $362.13 +17.4%
209 CAH CARDINAL HEALTH INC Healthcare 2,901.0 $689K 0.01% -103.0 -3.4% $237.56 -1.1%
210 EW EDWARDS LIFESCIENCES CORP Healthcare 7,617.0 $689K 0.01% -4K -32.1% $90.46 +0.6%
211 SPGI S&P GLOBAL INC Financial Services 1,641.0 $668K 0.01% -939.0 -36.4% $407.22 +2.7%
212 TOTALENERGIES SE 8,572.0 $667K 0.01% -2K -17.6% $77.76
213 WELL WELLTOWER INC Real Estate 2,920.0 $663K 0.01% -159.0 -5.2% $226.98 +3.8%
214 HII HUNTINGTON INGALLS INDS INC Industrials 2,335.0 $654K 0.01% -293.0 -11.2% $279.96 +13.4%
215 CHT CHUNGHWA TELECOM CO LTD Communication Services 14,767.0 $654K 0.01% -3K -18.7% $44.26 -3.1%
216 JBL JABIL INC Technology 1,694.0 $653K 0.01% -48.0 -2.8% $385.52 -12.2%
217 SCHB SCHWAB STRATEGIC TR 22,521.0 $652K 0.01% -129.0 -0.6% $28.96 +2.5%
218 NGG NATIONAL GRID PLC Utilities 7,797.0 $646K 0.01% -509.0 -6.1% $82.87 -0.9%
219 IMVP INVESCO INDIA EXCHANGE-TRADE 31,914.0 $641K 0.01% -941.0 -2.9% $20.07 -0.5%
220 PGR PROGRESSIVE CORP Financial Services 2,916.0 $637K 0.01% -2K -42.2% $218.38 -5.1%
Page 11 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%