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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 18 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AMT AMERICAN TOWER CORP Real Estate 1,738.0 $284K 0.00% -4K -69.6% $163.55 +7.5%
342 BKR BAKER HUGHES COMPANY Energy 5,064.0 $281K 0.00% -624.0 -11.0% $55.50 +12.3%
343 SPG SIMON PPTY GROUP INC NEW Real Estate 1,247.0 $279K 0.00% -72.0 -5.5% $223.62 -2.4%
344 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,182.0 $276K 0.00% -36.0 -3.0% $233.13 +1.9%
345 UNM UNUM GROUP Financial Services 3,044.0 $272K 0.00% -86.0 -2.8% $89.41 -1.8%
346 GSK GSK PLC Healthcare 5,179.0 $271K 0.00% -95.0 -1.8% $52.42 -0.0%
347 ED CONSOLIDATED EDISON INC Utilities 2,449.0 $271K 0.00% -1K -33.1% $110.63 -3.9%
348 BK BANK OF NY MELLON CORP Financial Services 1,837.0 $266K 0.00% -4K -67.0% $144.63 -1.9%
349 SPYG SPDR SERIES TRUST 2,196.0 $261K 0.00% -227.0 -9.4% $119.01 +1.0%
350 FXL FIRST TR EXCHANGE-TRADED FD 1,193.0 $259K 0.00% -46.0 -3.7% $217.27 -1.3%
351 IJJ ISHARES TR 1,749.0 $258K 0.00% -443.0 -20.2% $147.73 +0.9%
352 ENTERGY CORP NEW 2,248.0 $258K 0.00% -699.0 -23.7% $114.86
353 IJS ISHARES TR 1,883.0 $257K 0.00% -2K -46.4% $136.68 +1.3%
354 AMP AMERIPRISE FINL INC Financial Services 559.0 $256K 0.00% -58.0 -9.4% $458.79 +21.1%
355 IJK ISHARES TR 2,148.0 $252K 0.00% -209.0 -8.9% $117.50 -1.7%
356 FNB F N B CORP Financial Services 13,180.0 $251K 0.00% -3K -17.9% $19.08 -2.9%
357 TPIF TIMOTHY PLAN 6,660.0 $248K 0.00% -1K -15.6% $37.31 +4.3%
358 FREL FIDELITY COVINGTON TRUST 8,436.0 $247K 0.00% -183.0 -2.1% $29.30 +2.0%
359 INFY INFOSYS LTD Technology 23,562.0 $247K 0.00% -13K -34.7% $10.49 +13.8%
360 IESC IES HOLDINGS INC Industrials 336.0 $247K 0.00% -64.0 -16.0% $734.66 -6.8%
Page 18 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 23.8%
Financial Services 21.6%
Healthcare 13.5%
Industrials 9.9%
Consumer Defensive 9.8%
Energy 6.1%
Consumer Cyclical 5.7%
Communication Services 3.5%
Utilities 2.5%
Basic Materials 2.5%