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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 30 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 J JACOBS SOLUTIONS INC Industrials 611.0 $77K 0.00% -119.0 -16.3% $126.00 +19.1%
582 BBJP J P MORGAN EXCHANGE TRADED F 1,016.0 $77K 0.00% -18.0 -1.7% $75.31 +2.1%
583 ICVT ISHARES TR 623.0 $76K 0.00% -5K -88.1% $121.80 -4.9%
584 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,399.0 $76K 0.00% -1K -32.9% $31.61 +10.7%
585 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2,904.0 $75K 0.00% -2K -40.8% $25.95 +31.3%
586 EXP EAGLE MATLS INC Basic Materials 334.0 $75K 0.00% -100.0 -23.0% $225.30 -8.1%
587 LPLA LPL FINL HLDGS INC Financial Services 266.0 $75K 0.00% -78.0 -22.7% $281.76 +28.2%
588 BBY BEST BUY INC Consumer Cyclical 986.0 $75K 0.00% -94.0 -8.7% $75.88 +13.2%
589 BURL BURLINGTON STORES INC Consumer Cyclical 236.0 $75K 0.00% -130.0 -35.5% $316.80 +3.1%
590 HSY HERSHEY CO Consumer Defensive 423.0 $74K 0.00% -106.0 -20.0% $175.45 +6.3%
591 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 2,040.0 $74K 0.00% -42.0 -2.0% $36.20 -25.1%
592 ACGL ARCH CAP GROUP LTD Financial Services 753.0 $73K 0.00% -120.0 -13.8% $97.06 +2.4%
593 HSIC SCHEIN HENRY INC Healthcare 875.0 $73K 0.00% -363.0 -29.3% $83.52 +6.0%
594 AFG AMERICAN FINANCIAL GROUP INC Financial Services 520.0 $73K 0.00% -483.0 -48.2% $139.94 +2.7%
595 SOUTHSTATE BK CORP 727.0 $73K 0.00% -255.0 -26.0% $99.90
596 FIRST HAWAIIAN INC 2,469.0 $72K 0.00% -225.0 -8.3% $29.30
597 VLUE ISHARES TR 362.0 $72K 0.00% -27.0 -6.9% $199.81 +1.4%
598 CCI CROWN CASTLE INC Real Estate 954.0 $72K 0.00% -25.0 -2.5% $75.73 -0.3%
599 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 832.0 $72K 0.00% -61.0 -6.8% $86.09 +17.3%
600 STZ CONSTELLATION BRANDS INC Consumer Defensive 514.0 $72K 0.00% -76.0 -12.9% $139.12 -2.5%
Page 30 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%