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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 38 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 YELP YELP INC Communication Services 1,555.0 $38K -3K -65.1% $24.52 -3.8%
742 YALA YALLA GROUP LTD Technology 6,921.0 $38K -5K -43.5% $5.49 +0.7%
743 FTAI AVIATION LTD 138.0 $37K -40.0 -22.5% $270.60
744 FNDX SCHWAB STRATEGIC TR 1,194.0 $37K -11.0 -0.9% $31.10 +4.0%
745 BANF BANCFIRST CORP Financial Services 333.0 $37K -14.0 -4.0% $111.01 +1.6%
746 AGO ASSURED GUARANTY LTD Financial Services 459.0 $37K -138.0 -23.1% $80.16 -7.3%
747 CORT CORCEPT THERAPEUTICS INC Healthcare 419.0 $36K -655.0 -61.0% $86.95 +39.2%
748 DAC DANAOS CORPORATION Industrials 295.0 $36K -14.0 -4.5% $122.37 +21.5%
749 FCN FTI CONSULTING INC Industrials 241.0 $36K -86.0 -26.3% $149.01 +3.0%
750 DOCU DOCUSIGN INC Technology 808.0 $36K -325.0 -28.7% $44.42 +40.2%
751 STN STANTEC INC Industrials 519.0 $36K -21.0 -3.9% $68.91 +7.2%
752 SSRM SSR MINING IN Basic Materials 1,263.0 $36K -2K -64.2% $28.28 +30.2%
753 HWKN HAWKINS INC Basic Materials 251.0 $36K -155.0 -38.2% $142.22 -16.1%
754 SIGI SELECTIVE INS GROUP INC Financial Services 365.0 $35K -6.0 -1.6% $97.01 -6.4%
755 KEY KEYCORP Financial Services 1,517.0 $35K -13K -89.7% $23.05 -5.2%
756 CMB.TECH NV 2,454.0 $34K -693.0 -22.0% $13.99
757 LAD LITHIA MTRS INC Consumer Cyclical 118.0 $34K -29.0 -19.7% $290.49 +27.6%
758 INSM INSMED INC Healthcare 320.0 $34K -20.0 -5.9% $106.62 +17.3%
759 CWI SPDR INDEX SHS FDS 838.0 $34K -336.0 -28.6% $40.67 +1.4%
760 BNL BROADSTONE NET LEASE INC Real Estate 1,644.0 $34K -184.0 -10.1% $20.67 +2.6%
Page 38 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%