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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 39 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SCHM SCHWAB STRATEGIC TR 894.0 $33K -2K -71.7% $36.88 -2.3%
762 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 288.0 $33K -273.0 -48.7% $113.09 -10.5%
763 BALL BALL CORP Consumer Cyclical 521.0 $33K -77.0 -12.9% $62.40 +0.3%
764 INVH INVITATION HOMES INC Real Estate 1,070.0 $32K -711.0 -39.9% $30.21 +0.5%
765 GNW GENWORTH FINL INC Financial Services 3,385.0 $32K -781.0 -18.8% $9.47 +4.3%
766 ETORO GROUP LTD 807.0 $32K -379.0 -32.0% $39.47
767 TSN TYSON FOODS INC Consumer Defensive 556.0 $32K -427.0 -43.4% $57.26 +2.5%
768 SCHK SCHWAB STRATEGIC TR 871.0 $31K -629.0 -41.9% $36.06 +2.6%
769 DAVE INC 84.0 $31K -69.0 -45.1% $372.58
770 BKH BLACK HILLS CORP Utilities 420.0 $31K -39.0 -8.5% $74.40 -0.8%
771 ULTA ULTA BEAUTY INC Consumer Cyclical 69.0 $31K -81.0 -54.0% $451.09 +15.9%
772 AWK AMERICAN WTR WKS CO INC NEW Utilities 232.0 $31K -166.0 -41.7% $131.60 +4.6%
773 NHC NATIONAL HEALTHCARE CORP Healthcare 144.0 $30K -45.0 -23.8% $211.36 +12.7%
774 APA APA CORPORATION Energy 930.0 $30K -24.0 -2.5% $32.57 +36.5%
775 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 574.0 $30K -2K -74.2% $52.65 +29.8%
776 HUBB HUBBELL INC Industrials 57.0 $30K -443.0 -88.6% $523.72 -9.7%
777 XLB SELECT SECTOR SPDR TR 587.0 $30K -81.0 -12.1% $50.83 +3.7%
778 FROG JFROG LTD Technology 327.0 $30K -159.0 -32.7% $90.88 -0.6%
779 ARCC ARES CAPITAL CORP Financial Services 1,601.0 $30K -8K -83.5% $18.53 +6.8%
780 LYV LIVE NATION ENTERTAINMENT IN Communication Services 162.0 $30K -116.0 -41.7% $183.11 -0.1%
Page 39 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%