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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 3 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 10,598.0 $7.8M 0.08% -130.0 -1.2% $736.42 -2.5%
42 VTV VANGUARD INDEX FDS 34,542.0 $7.5M 0.08% -9K -21.1% $217.93 +4.0%
43 HCA HCA HEALTHCARE INC Healthcare 18,916.0 $7.4M 0.08% -5K -20.3% $389.88 +6.9%
44 META META PLATFORMS INC Communication Services 12,740.0 $7.2M 0.07% -2K -13.4% $563.30 -1.8%
45 ACWX ISHARES TR 91,099.0 $6.9M 0.07% -8K -8.5% $76.11 +0.9%
46 WMT WALMART INC Consumer Defensive 60,695.0 $6.9M 0.07% -12K -16.3% $113.26 +2.1%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,951.0 $6.7M 0.07% -6K -41.0% $746.76 +2.9%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,859.0 $6.4M 0.07% -428.0 -5.9% $935.53 +3.4%
49 CBRE CBRE GROUP INC Real Estate 43,657.0 $5.9M 0.06% -430.0 -1.0% $134.69 +11.3%
50 EFV ISHARES TR 73,685.0 $5.6M 0.06% -115K -61.0% $76.55 +6.2%
51 CVX CHEVRON CORPORATION Energy 33,959.0 $5.6M 0.06% -7K -17.1% $165.76 +23.2%
52 TLH ISHARES TR 54,802.0 $5.5M 0.06% -27K -32.6% $100.35 -4.1%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 19,197.0 $5.4M 0.06% -2K -8.9% $281.21 -17.7%
54 MRK MERCK & CO INC Healthcare 41,616.0 $5.3M 0.06% -7K -14.4% $128.50 +5.9%
55 MMM 3M CO Industrials 30,401.0 $4.9M 0.05% -4K -11.5% $161.91 +11.9%
56 THRO BLACKROCK ETF TRUST 108,932.0 $4.7M 0.05% -80K -42.2% $43.11 +1.9%
57 PEP PEPSICO INC Consumer Defensive 34,470.0 $4.7M 0.05% -7K -16.3% $135.40 +3.5%
58 PM PHILIP MORRIS INTL INC Consumer Defensive 25,765.0 $4.7M 0.05% -953.0 -3.6% $180.91 +3.9%
59 V VISA INC Financial Services 12,713.0 $4.4M 0.05% -294.0 -2.3% $343.09 +6.4%
60 PPTY ETF SER SOLUTIONS 124,717.0 $4.3M 0.04% -79K -38.8% $34.26 -1.5%
Page 3 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%