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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 31 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 GBDC GOLUB CAP BDC INC Financial Services 5,542.0 $71K 0.00% -111.0 -2.0% $12.88 +2.5%
602 VIRT VIRTU FINL INC Financial Services 1,198.0 $71K 0.00% -188.0 -13.6% $59.57 +14.0%
603 BLUE OWL CAPITAL CORPORATION 6,499.0 $71K 0.00% -2K -21.3% $10.87
604 SR SPIRE INC Utilities 898.0 $70K 0.00% -172.0 -16.1% $78.09 +3.6%
605 STE STERIS PLC Healthcare 333.0 $70K 0.00% -102.0 -23.4% $210.57 +13.0%
606 SMMD ISHARES TR 764.0 $70K 0.00% -30K -97.5% $91.63 +0.3%
607 VCTR VICTORY CAP HLDGS INC DEL Financial Services 832.0 $70K 0.00% -2K -67.4% $84.09 +37.5%
608 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 228.0 $70K 0.00% -478.0 -67.7% $306.70 -14.4%
609 NPO ENPRO INC Industrials 185.0 $70K 0.00% -108.0 -36.9% $376.93 -17.1%
610 RKT ROCKET COS INC Financial Services 4,416.0 $70K 0.00% -103.0 -2.3% $15.75 -11.6%
611 XPO XPO INC Industrials 338.0 $69K 0.00% -119.0 -26.0% $205.29 -3.7%
612 VTEB VANGUARD MUN BD FDS 1,366.0 $69K 0.00% -27K -95.1% $50.58 -2.1%
613 BNDX VANGUARD CHARLOTTE FDS 1,415.0 $69K 0.00% -1K -43.1% $48.43 -1.6%
614 WAFD WAFD INC Financial Services 1,776.0 $68K 0.00% -57.0 -3.1% $38.37 -5.2%
615 MTD METTLER TOLEDO INTERNATIONAL Healthcare 53.0 $68K 0.00% -1.0 -1.9% $1277.51 +9.2%
616 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 224.0 $67K 0.00% -60.0 -21.1% $301.07 -21.5%
617 BNS BANK NOVA SCOTIA B C Financial Services 770.0 $67K 0.00% -24.0 -3.0% $86.84 +0.8%
618 TXT TEXTRON INC Industrials 727.0 $67K 0.00% -31.0 -4.1% $91.70 -9.5%
619 WSO WATSCO INC Industrials 159.0 $66K 0.00% -156.0 -49.5% $416.73 -25.1%
620 CGDV CAPITAL GROUP DIVIDEND VALUE 1,343.0 $66K 0.00% -15K -91.6% $49.28 +1.9%
Page 31 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%