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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 24 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EVEREST GROUP LTD 359.0 $128K 0.00% -419.0 -53.9% $357.23
462 PPL PPL CORP Utilities 3,496.0 $127K 0.00% -2K -39.6% $36.35 -5.4%
463 HSBC HSBC HLDGS PLC Financial Services 1,315.0 $125K 0.00% -376.0 -22.2% $95.06 +9.6%
464 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,945.0 $125K 0.00% -253.0 -11.5% $64.02 +16.9%
465 JBHT HUNT J B TRANS SVCS INC Industrials 430.0 $124K 0.00% -163.0 -27.5% $289.44 -4.8%
466 SNX TD SYNNEX CORPORATION Technology 465.0 $124K 0.00% -15.0 -3.1% $267.34 -6.4%
467 ICL ICL GROUP LTD Basic Materials 24,883.0 $124K 0.00% -7K -22.2% $4.98 +16.5%
468 GWW WW GRAINGER INC Industrials 91.0 $124K 0.00% -1.0 -1.1% $1360.97 -3.6%
469 HPQ HP INC Technology 5,558.0 $122K 0.00% -3K -32.0% $21.94 +35.4%
470 VOE VANGUARD INDEX FDS 617.0 $122K 0.00% -156.0 -20.2% $197.60 +5.6%
471 VINFAST AUTO LTD 38,829.0 $121K 0.00% -2K -4.1% $3.12
472 TIMB TIM S A Communication Services 5,594.0 $120K 0.00% -1K -15.8% $21.42 -16.7%
473 KRG KITE REALTY GROUP TRUST Real Estate 4,213.0 $120K 0.00% -97.0 -2.2% $28.38 -7.9%
474 LAUR LAUREATE ED INC Consumer Defensive 3,286.0 $119K 0.00% -1K -23.3% $36.32 +3.1%
475 NMR NOMURA HLDGS INC Financial Services 13,590.0 $119K 0.00% -417.0 -3.0% $8.78 +10.7%
476 UGP ULTRAPAR PARTICIPACOES SA Energy 23,756.0 $119K 0.00% -4K -14.2% $5.02 +34.3%
477 ESLT ELBIT SYS LTD Industrials 157.0 $119K 0.00% -43.0 -21.5% $758.72 -2.3%
478 ALK ALASKA AIR GROUP INC Industrials 2,265.0 $118K 0.00% -22.0 -1.0% $52.20 -22.6%
479 TEX TEREX CORP NEW Industrials 1,632.0 $118K 0.00% -479.0 -22.7% $72.39 -8.2%
480 WAB WABTEC Industrials 433.0 $117K 0.00% -116.0 -21.1% $269.54 +10.4%
Page 24 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%