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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 26 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 COIN COINBASE GLOBAL INC Financial Services 743.0 $109K 0.00% -197.0 -21.0% $146.19 +27.6%
502 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 373.0 $109K 0.00% -11.0 -2.9% $291.17 -10.1%
503 PGX INVESCO EXCH TRADED FD TR II 10,009.0 $109K 0.00% -330.0 -3.2% $10.84 -2.2%
504 GBCI GLACIER BANCORP INC NEW Financial Services 2,092.0 $108K 0.00% -226.0 -9.8% $51.58 -8.4%
505 HST HOST HOTELS & RESORTS INC Real Estate 4,522.0 $107K 0.00% -131.0 -2.8% $23.71 -2.1%
506 FBNC FIRST BANCORP N C Financial Services 1,677.0 $107K 0.00% -178.0 -9.6% $63.93 +1.2%
507 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 599.0 $107K 0.00% -193.0 -24.4% $178.95 +21.2%
508 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 6,298.0 $107K 0.00% -686.0 -9.8% $16.96 -5.5%
509 AIG AMERICAN INTL GROUP INC Financial Services 1,429.0 $106K 0.00% -268.0 -15.8% $74.52 +2.1%
510 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,343.0 $106K 0.00% -83.0 -5.8% $79.22 +6.4%
511 FHN FIRST HORIZON CORPORATION Financial Services 4,129.0 $106K 0.00% -100.0 -2.4% $25.64 -3.9%
512 FUTU FUTU HLDGS LTD Financial Services 1,127.0 $106K 0.00% -180.0 -13.8% $93.74 +31.9%
513 RY ROYAL BK CDA Financial Services 507.0 $105K 0.00% -15K -96.7% $206.97 -0.8%
514 ACA ARCOSA INC Industrials 719.0 $104K 0.00% -220.0 -23.4% $145.29 -0.3%
515 HAS HASBRO INC Consumer Cyclical 1,252.0 $103K 0.00% -1K -45.6% $82.58 +13.3%
516 GRAB GRAB HOLDINGS LIMITED Technology 27,424.0 $103K 0.00% -4K -11.5% $3.77 -7.7%
517 PHG KONINKLIJKE PHILIPS N V Healthcare 3,800.0 $103K 0.00% -83.0 -2.1% $27.19 +0.8%
518 PHI PLDT INC Communication Services 5,887.0 $103K 0.00% -7K -53.0% $17.52 +10.6%
519 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 5,451.0 $103K 0.00% -4K -40.6% $18.87 +21.0%
520 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 405.0 $103K 0.00% -156.0 -27.8% $253.16 -16.2%
Page 26 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%