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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 29 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HIMX HIMAX TECHNOLOGIES INC Technology 5,724.0 $88K 0.00% -1K -17.3% $15.34 -10.1%
562 CDW CDW CORP Technology 618.0 $87K 0.00% -254.0 -29.1% $140.64 -2.4%
563 MPLX MPLX LP Energy 1,535.0 $86K 0.00% -25.0 -1.6% $56.33 +3.7%
564 PSN PARSONS CORP DEL Industrials 1,617.0 $85K 0.00% -194.0 -10.7% $52.39 -6.4%
565 SBLK STAR BULK CARRIERS CORP. Industrials 3,374.0 $84K 0.00% -2K -39.3% $24.97 +22.1%
566 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 6,560.0 $84K 0.00% -661.0 -9.2% $12.76 +52.4%
567 FOX FOX CORP 1,781.0 $83K 0.00% -135.0 -7.0% $46.84
568 EEMV ISHARES INC 1,100.0 $83K 0.00% -10.0 -0.9% $75.28 -0.8%
569 BEACON FINANCIAL CORP. 2,719.0 $83K 0.00% -176.0 -6.1% $30.45
570 TPR TAPESTRY INC Consumer Cyclical 565.0 $83K 0.00% -135.0 -19.3% $146.39 -11.1%
571 ARMK ARAMARK Industrials 1,427.0 $81K 0.00% -2K -61.6% $56.90 +5.0%
572 PSA PUBLIC STORAGE Real Estate 255.0 $81K 0.00% -1K -83.6% $318.41 +1.3%
573 MTG MGIC INVT CORP WIS Financial Services 2,869.0 $81K 0.00% -74.0 -2.5% $28.20 +9.6%
574 AXTA AXALTA COATING SYS LTD Basic Materials 2,355.0 $81K 0.00% -548.0 -18.9% $34.22 +5.8%
575 EXLS EXLSERVICE HLDGS INC Technology 3,099.0 $80K 0.00% -1K -24.9% $25.86 +45.1%
576 IDXX IDEXX LABS INC Healthcare 150.0 $79K 0.00% -5.0 -3.2% $526.44 +5.8%
577 MRNA MODERNA INC Healthcare 1,122.0 $79K 0.00% -333.0 -22.9% $70.03 +107.2%
578 CRH PLC 733.0 $78K 0.00% -65.0 -8.2% $107.05
579 AVB AVALONBAY CMNTYS INC Real Estate 414.0 $78K 0.00% -476.0 -53.5% $188.46 -2.3%
580 SU SUNCOR ENERGY INC NEW Energy 1,443.0 $77K 0.00% -1K -50.2% $53.68 +27.5%
Page 29 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%