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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 33 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 OLN OLIN CORP Basic Materials 3,202.0 $63K 0.00% -2K -38.7% $19.82 -6.0%
642 BLOCK INC 834.0 $63K 0.00% -257.0 -23.6% $76.00
643 WMS ADVANCED DRAIN SYS INC DEL Industrials 403.0 $63K 0.00% -133.0 -24.8% $156.96 -9.3%
644 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 472.0 $62K 0.00% -77.0 -14.0% $131.55 -4.5%
645 EVRG EVERGY INC Utilities 715.0 $62K 0.00% -703.0 -49.6% $86.43 -3.8%
646 RDDT REDDIT INC Communication Services 356.0 $62K 0.00% -41.0 -10.3% $173.58 -13.4%
647 PSO PEARSON PLC Communication Services 3,869.0 $61K 0.00% -524.0 -11.9% $15.89 +1.1%
648 BSX BOSTON SCIENTIFIC CORP Healthcare 1,431.0 $61K 0.00% -982.0 -40.7% $42.68 +15.7%
649 MOH MOLINA HEALTHCARE INC Healthcare 266.0 $61K 0.00% -56.0 -17.4% $229.05 -14.0%
650 CMRE COSTAMARE INC Industrials 4,320.0 $61K 0.00% -493.0 -10.2% $14.02 +8.3%
651 DORM DORMAN PRODS INC Consumer Cyclical 444.0 $61K 0.00% -658.0 -59.7% $136.41 -3.7%
652 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 553.0 $60K 0.00% -249.0 -31.1% $107.78 +2.6%
653 CNQ CANADIAN NAT RES LTD MED TER Energy 1,505.0 $59K 0.00% -806.0 -34.9% $39.51 +29.1%
654 FSLR FIRST SOLAR INC Energy 252.0 $59K 0.00% -19.0 -7.0% $235.96 -9.3%
655 SOMNIGROUP INTERNATIONAL INC 754.0 $59K 0.00% -12.0 -1.6% $78.40
656 EQH EQUITABLE HLDGS INC Financial Services 1,337.0 $59K 0.00% -310.0 -18.8% $43.88 +11.1%
657 UBSI UNITED BANKSHARES INC WEST V Financial Services 1,280.0 $59K 0.00% -39.0 -3.0% $45.83 +4.1%
658 DRD DRDGOLD LIMITED Basic Materials 2,754.0 $59K 0.00% -2K -38.5% $21.30 +38.5%
659 EC ECOPETROL S A Energy 4,107.0 $58K 0.00% -11K -72.2% $14.24 +23.9%
660 SCHP SCHWAB STRATEGIC TR 2,205.0 $58K 0.00% -3K -56.0% $26.50 -1.6%
Page 33 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%