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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 40 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DBEF DBX ETF TR 528.0 $29K -100.0 -15.9% $54.63 +1.5%
782 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,700.0 $29K -406.0 -19.3% $16.96 +24.9%
783 DXCM DEXCOM INC Healthcare 428.0 $29K -87.0 -16.9% $67.35 +34.0%
784 RGTI RIGETTI COMPUTING INC Technology 1,479.0 $29K -965.0 -39.5% $19.32 -16.8%
785 SNY SANOFI SA Healthcare 663.0 $28K -10K -93.5% $42.63 +5.9%
786 MTH MERITAGE HOMES CORP Consumer Cyclical 336.0 $28K -205.0 -37.9% $83.85 -15.3%
787 STC STEWART INFORMATION SVCS COR Financial Services 425.0 $28K -109.0 -20.4% $66.02 +4.5%
788 MANU MANCHESTER UTD PLC NEW Communication Services 1,206.0 $28K -722.0 -37.5% $22.93 +4.8%
789 CVLT COMMVAULT SYS INC Technology 195.0 $28K -486.0 -71.4% $141.73 -7.1%
790 SMCI SUPER MICRO COMPUTER INC Technology 940.0 $28K -373.0 -28.4% $29.33 +24.4%
791 INSTALLED BLDG PRODS INC 120.0 $28K -292.0 -70.9% $229.62
792 BSY BENTLEY SYS INC Technology 912.0 $27K -10K -91.7% $29.89 +21.8%
793 PCVX VAXCYTE INC Healthcare 465.0 $27K -699.0 -60.0% $58.13 +5.5%
794 WDFC WD 40 CO Basic Materials 110.0 $27K -90.0 -45.0% $243.64 -13.0%
795 SFST SOUTHERN FIRST BANCSHARES Financial Services 438.0 $27K -162.0 -27.0% $61.10 +2.8%
796 JBT MAREL CORPORATION 182.0 $26K -88.0 -32.6% $145.00
797 WTRG ESSENTIAL UTILS INC Utilities 684.0 $26K -191.0 -21.8% $38.31 +5.5%
798 AXIA ENERGIA SA 2,478.0 $26K -667.0 -21.2% $10.55
799 CRTO CRITEO S A Communication Services 1,426.0 $26K -925.0 -39.3% $18.28 -4.3%
800 AMERICA MOVIL SAB DE CV 1,002.0 $26K -525.0 -34.4% $25.99
Page 40 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%