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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 14 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PKG PACKAGING CORP AMER Consumer Cyclical 1,955.0 $466K 0.01% -889.0 -31.3% $238.29 +6.5%
262 CVS CVS HEALTH CORP Healthcare 4,497.0 $465K 0.01% -4K -48.9% $103.46 -9.6%
263 UPS UNITED PARCEL SVCS INC Industrials 4,316.0 $464K 0.01% -969.0 -18.3% $107.51 -4.4%
264 EQNR EQUINOR ASA Energy 14,578.0 $458K 0.01% -557.0 -3.7% $31.40 +37.0%
265 ALHC ALIGNMENT HEALTHCARE INC Healthcare 19,179.0 $457K 0.01% -15K -43.5% $23.81 -45.0%
266 RDY DR REDDYS LABS LTD Healthcare 31,123.0 $451K 0.01% -1K -3.6% $14.49 -15.8%
267 FTEC FIDELITY COVINGTON TRUST 1,562.0 $446K 0.01% -3K -62.5% $285.64 -1.1%
268 CDP COPT DEFENSE PROPERTIES Real Estate 11,889.0 $433K 0.01% -289.0 -2.4% $36.39 +1.5%
269 BBB FOODS INC 10,025.0 $418K 0.00% -621.0 -5.8% $41.67
270 WIT WIPRO LTD Technology 183,322.0 $412K 0.00% -6K -2.9% $2.25 -14.0%
271 IBD NORTHERN LTS FD TR IV 17,056.0 $405K 0.00% -31K -64.4% $23.77 -0.5%
272 NTES NETEASE COM INC Technology 3,137.0 $402K 0.00% -204.0 -6.1% $128.15 -6.2%
273 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,072.0 $400K 0.00% -356.0 -14.7% $193.23 +4.3%
274 DTM DT MIDSTREAM INC Energy 2,681.0 $393K 0.00% -950.0 -26.2% $146.74 -10.7%
275 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 16,666.0 $393K 0.00% -5K -23.4% $23.58 +4.1%
276 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 722.0 $391K 0.00% -186.0 -20.5% $542.05 -3.4%
277 KEP KOREA ELEC PWR CORP Utilities 31,392.0 $380K 0.00% -4K -12.3% $12.10 -6.8%
278 ITA ISHARES TR 1,563.0 $379K 0.00% -15K -90.6% $242.42 -0.9%
279 DIA STATE STR SPDR DOW JONES IND Financial Services 722.0 $377K 0.00% -26.0 -3.5% $522.50 +1.4%
280 F FORD MTR CO Consumer Cyclical 27,138.0 $377K 0.00% -7K -19.4% $13.90 +0.5%
Page 14 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%