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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 12 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNOW SNOWFLAKE INC Technology 2,501.0 $637K 0.01% -2K -44.8% $254.50 +27.8%
222 GILD GILEAD SCIENCES INC Healthcare 4,996.0 $631K 0.01% -37.0 -0.7% $126.35 +13.5%
223 HPE HEWLETT PACKARD ENTERPRISE C Technology 13,847.0 $625K 0.01% -16K -53.5% $45.11 +23.5%
224 SCHX SCHWAB STRATEGIC TR 21,165.0 $623K 0.01% -1K -6.2% $29.43 +2.9%
225 DFAC DIMENSIONAL ETF TRUST 13,996.0 $621K 0.01% -14K -49.8% $44.36 +2.9%
226 IFRA ISHARES TR 9,758.0 $615K 0.01% -79.0 -0.8% $63.04 -3.0%
227 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 7,513.0 $610K 0.01% -2K -24.2% $81.16 -6.9%
228 PAAS PAN AMERN SILVER CORP Basic Materials 13,586.0 $609K 0.01% -396.0 -2.8% $44.79 +4.0%
229 CB CHUBB LIMITED Financial Services 1,778.0 $606K 0.01% -516.0 -22.5% $340.71 +1.3%
230 NOW SERVICENOW INC Technology 5,910.0 $587K 0.01% -2K -26.7% $99.27 +20.4%
231 USB US BANCORP Financial Services 9,559.0 $577K 0.01% -3K -21.1% $60.40 +7.3%
232 PSX PHILLIPS 66 Energy 3,368.0 $569K 0.01% -349.0 -9.4% $169.06 +44.0%
233 BIBL NORTHERN LTS FD TR IV 9,735.0 $563K 0.01% -10K -49.9% $57.88 -3.1%
234 KMI KINDER MORGAN INC DEL Energy 17,554.0 $561K 0.01% -2K -9.8% $31.97 +2.8%
235 ROK ROCKWELL AUTOMATION INC Industrials 1,132.0 $560K 0.01% -7.0 -0.6% $495.08 -12.4%
236 EMR EMERSON ELEC CO Industrials 3,874.0 $555K 0.01% -867.0 -18.3% $143.15 +10.3%
237 ARM ARM HOLDINGS PLC Technology 1,555.0 $551K 0.01% -323.0 -17.2% $354.57 -28.6%
238 WMB WILLIAMS COS INC Energy 7,281.0 $541K 0.01% -2K -17.8% $74.34 +1.1%
239 JMBS JANUS DETROIT STR TR 11,844.0 $533K 0.01% -23K -66.4% $44.99 -1.3%
240 IEV ISHARES TR 7,255.0 $529K 0.01% -2K -18.7% $72.85 +2.8%
Page 12 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%