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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 45 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 WU WESTERN UN CO Financial Services 1,758.0 $14K -250.0 -12.4% $7.70 -5.2%
882 INCY INCYTE CORP Healthcare 116.0 $13K -917.0 -88.8% $113.36 +10.7%
883 GL GLOBE LIFE INC Financial Services 73.0 $13K -353.0 -82.9% $178.79 -0.7%
884 TREX TREX INC Industrials 251.0 $13K -151.0 -37.6% $50.04 -2.2%
885 ALLY ALLY FINL INC Financial Services 272.0 $12K -3K -92.0% $45.95 -4.8%
886 LVS LAS VEGAS SANDS CORP Consumer Cyclical 269.0 $12K -58.0 -17.7% $46.14 -2.1%
887 BLD TOPBUILD COR Industrials 35.0 $12K -200.0 -85.1% $354.54 -0.0%
888 SLVP ISHARES INC 400.0 $12K -100.0 -20.0% $30.83 +26.0%
889 DUOL DUOLINGO INC Technology 107.0 $12K -57.0 -34.8% $115.02 +23.8%
890 FELE FRANKLIN ELEC INC Industrials 115.0 $12K -42.0 -26.8% $106.91 -3.5%
891 AAON AAON INC Industrials 95.0 $12K -654.0 -87.3% $126.86 -35.8%
892 MOAT VANECK ETF TRUST 114.0 $12K -100.0 -46.7% $103.96 +9.5%
893 OZK BANK OZK LITTLE ROCK ARK Financial Services 227.0 $12K -891.0 -79.7% $52.09 -3.0%
894 AUPH AURINIA PHARMACEUTICALS INC Healthcare 690.0 $12K -1K -67.5% $16.97 -8.0%
895 REGCO REGENCY CTRS CORP Real Estate 146.0 $12K -44.0 -23.2% $79.74 -72.6%
896 FQAL FIDELITY COVINGTON TRUST 143.0 $12K -92.0 -39.1% $81.36 +4.4%
897 BBAX J P MORGAN EXCHANGE TRADED F 193.0 $12K -4.0 -2.0% $59.87 +8.2%
898 CNP CENTERPOINT ENERGY INC Utilities 259.0 $11K -3K -91.3% $44.04 -7.2%
899 FMC FMC CORP Basic Materials 985.0 $11K -6.0 -0.6% $11.50 -6.8%
900 CLBT CELLEBRITE DI LTD Technology 776.0 $11K -23K -96.7% $14.60 -24.6%
Page 45 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%