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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 17 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,339.0 $321K 0.00% -332.0 -9.0% $96.12 -50.6%
322 GMAB GENMAB A/S Healthcare 11,676.0 $321K 0.00% -63.0 -0.5% $27.47 +21.6%
323 BX BLACKSTONE INC Financial Services 2,688.0 $316K 0.00% -651.0 -19.5% $117.70 +20.1%
324 INTU INTUIT Technology 1,184.0 $309K 0.00% -339.0 -22.3% $261.01 +38.6%
325 DTE DTE ENERGY CO Utilities 2,017.0 $307K 0.00% -499.0 -19.8% $152.37 -9.3%
326 BAR GRANITESHARES GOLD TR Financial Services 7,774.0 $307K 0.00% -1K -15.6% $39.53 +12.8%
327 RYANAIR HOLDINGS PLC 4,709.0 $305K 0.00% -160.0 -3.3% $64.75
328 ET ENERGY TRANSFER L P Energy 15,924.0 $304K 0.00% -399.0 -2.4% $19.12 +10.9%
329 DHS WISDOMTREE TR 2,649.0 $301K 0.00% -253.0 -8.7% $113.68 +4.6%
330 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,854.0 $301K 0.00% -22K -70.9% $34.00 +3.8%
331 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 5,598.0 $298K 0.00% -195.0 -3.4% $53.29 +14.1%
332 ISTB ISHARES TR 6,178.0 $298K 0.00% -75.0 -1.2% $48.25 -0.5%
333 ATRC ATRICURE INC Healthcare 10,585.0 $296K 0.00% -890.0 -7.8% $27.98 +69.7%
334 MUSA MURPHY USA INC Consumer Cyclical 548.0 $295K 0.00% -357.0 -39.5% $538.70 +5.8%
335 TGT TARGET CORP Consumer Defensive 2,257.0 $295K 0.00% -3K -54.1% $130.61 +21.1%
336 CMS CMS ENERGY CORP Utilities 3,845.0 $294K 0.00% -4K -52.5% $76.48 -8.7%
337 MTB M & T BK CORP Financial Services 1,234.0 $294K 0.00% -698.0 -36.1% $238.02 +0.1%
338 ENIC ENEL CHILE SA Utilities 64,476.0 $290K 0.00% -1K -2.2% $4.50 -2.0%
339 EXC EXELON CORP Utilities 6,194.0 $289K 0.00% -235.0 -3.7% $46.62 -3.3%
340 VTR VENTAS INC Real Estate 3,208.0 $285K 0.00% -3K -46.7% $88.80 +4.4%
Page 17 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%