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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 25 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EMB ISHARES TR 1,206.0 $116K 0.00% -16K -93.0% $96.44 -1.8%
482 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 4,457.0 $116K 0.00% -2K -31.1% $26.00 +8.7%
483 HMY HARMONY GOLD MNG LTD Basic Materials 7,612.0 $116K 0.00% -3K -27.3% $15.21 +54.8%
484 FFBC 1ST FINL BANCORP Financial Services 3,417.0 $116K 0.00% -1K -24.7% $33.83 -2.4%
485 CENCORA INC 409.0 $116K 0.00% -884.0 -68.4% $282.45
486 LSCC LATTICE SEMICONDUCTOR CORP Technology 755.0 $115K 0.00% -88.0 -10.4% $152.96 -23.1%
487 POR PORTLAND GEN ELEC CO Utilities 2,228.0 $115K 0.00% -132.0 -5.6% $51.83 -4.3%
488 DASH DOORDASH INC Communication Services 615.0 $113K 0.00% -2K -77.8% $184.38 +21.2%
489 RACE FERRARI N V Consumer Cyclical 303.0 $113K 0.00% -6.0 -1.9% $372.29 +17.3%
490 ONTO ONTO INNOVATION INC Technology 297.0 $112K 0.00% -109.0 -26.9% $378.45 -22.5%
491 UGI UGI CORP NEW Utilities 3,254.0 $112K 0.00% -2K -33.4% $34.54 +8.8%
492 MKL MARKEL GROUP INC Financial Services 58.0 $112K 0.00% -72.0 -55.4% $1936.17 -7.3%
493 CARG CARGURUS INC Consumer Cyclical 3,293.0 $112K 0.00% -671.0 -16.9% $34.09 +8.1%
494 CIG CIA ENERGETICA DE MINAS GERA Utilities 53,267.0 $112K 0.00% -20K -27.8% $2.10 -8.6%
495 JLL JONES LANG LASALLE INC Real Estate 358.0 $111K 0.00% -97.0 -21.3% $310.16 +24.9%
496 HMC HONDA MOTOR CO LTD Consumer Cyclical 4,051.0 $110K 0.00% -2K -28.8% $27.11 +23.1%
497 BIIB BIOGEN INC Healthcare 507.0 $110K 0.00% -333.0 -39.6% $216.09 +0.3%
498 AGCO AGCO CORP Industrials 915.0 $110K 0.00% -2K -63.5% $119.70 -10.8%
499 OMC OMNICOM GROUP INC Communication Services 1,501.0 $109K 0.00% -1K -44.9% $72.85 +20.2%
500 PPG PPG INDS INC Basic Materials 896.0 $109K 0.00% -69.0 -7.2% $121.29 -6.3%
Page 25 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%