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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 44 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 RSP INVESCO EXCHANGE TRADED FD T 76.0 $16K -818.0 -91.5% $212.86 +4.6%
862 KBR KBR INC Industrials 465.0 $16K -2K -80.1% $34.53 +9.2%
863 INDY ISHARES TR 362.0 $16K -2K -80.8% $43.45 +0.1%
864 VICI VICI PPTYS INC Real Estate 589.0 $16K -747.0 -55.9% $26.55 -1.1%
865 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 326.0 $16K -68.0 -17.3% $47.81 -9.7%
866 UI UBIQUITI INC Technology 29.0 $15K -16.0 -35.6% $534.00 +9.1%
867 MORN MORNINGSTAR INC Financial Services 99.0 $15K -141.0 -58.8% $156.02 +35.3%
868 SWK STANLEY BLACK & DECKER INC Industrials 160.0 $15K -87.0 -35.2% $94.12 +6.7%
869 PAY PAYMENTUS HOLDINGS INC Technology 623.0 $15K -1K -69.2% $24.16 +60.1%
870 AES AES CORP Utilities 1,024.0 $15K -1K -54.9% $14.66 +0.8%
871 CC CHEMOURS CO Basic Materials 721.0 $15K -413.0 -36.4% $20.52 -22.2%
872 NTB BANK OF N T BUTTERFIELD & SO Financial Services 245.0 $15K -307.0 -55.6% $59.50 +2.8%
873 SNAP SNAP INC Communication Services 3,278.0 $15K -1K -24.4% $4.44 +13.4%
874 NNDM NANO DIMENSION LTD Technology 9,977.0 $14K -4K -27.0% $1.45 +7.9%
875 ABCB AMERIS BANCORP Financial Services 159.0 $14K -154.0 -49.2% $90.26 -2.0%
876 SAIA SAIA INC Industrials 34.0 $14K -43.0 -55.8% $421.15 -11.3%
877 KBWB INVESCO EXCH TRADED FD TR II 150.0 $14K -81.0 -35.1% $92.98 +6.0%
878 INTF ISHARES TR 338.0 $14K -213.0 -38.7% $40.96 +5.0%
879 ADMA ADMA BIOLOGICS INC Healthcare 1,634.0 $14K -3K -61.7% $8.37 +18.8%
880 USPH U S PHYSICAL THERAPY Healthcare 198.0 $14K -675.0 -77.3% $68.68 +15.2%
Page 44 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%