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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 49 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MUR MURPHY OIL CORP Energy 160.0 $5K -178.0 -52.7% $32.56 +7.1%
962 SVM SILVERCORP METALS INC Basic Materials 514.0 $5K -17.0 -3.2% $10.10 +14.7%
963 UMBF UMB FINL CORP Financial Services 36.0 $5K -37.0 -50.7% $142.75 +5.2%
964 FLGB FRANKLIN TEMPLETON ETF TR 143.0 $5K -56.0 -28.1% $35.29 +5.3%
965 BHF BRIGHTHOUSE FINL INC Financial Services 79.0 $5K -3.0 -3.7% $63.30 -14.5%
966 CG CARLYLE GROUP INC Financial Services 118.0 $5K -50.0 -29.8% $42.11 +14.3%
967 CUSHMAN AND WAKEFIELD LTD 367.0 $5K -28.0 -7.1% $13.39
968 DIGITALBRIDGE GROUP INC 296.0 $5K -209.0 -41.4% $15.78
969 TKO TKO GROUP HOLDINGS INC Communication Services 23.0 $5K -3.0 -11.5% $201.30 -4.0%
970 UHS UNIVERSAL HLTH SVCS INC Healthcare 31.0 $5K -21.0 -40.4% $148.68 +18.0%
971 XLG INVESCO EXCHANGE TRADED FD T 75.0 $5K -297.0 -79.8% $61.23 +1.9%
972 FVRR FIVERR INTL LTD Communication Services 433.0 $4K -347.0 -44.5% $10.32 -13.3%
973 PBW INVESCO EXCHANGE TRADED FD T 111.0 $4K -41.0 -27.0% $39.02 -14.3%
974 KMT KENNAMETAL INC Industrials 120.0 $4K -623.0 -83.8% $35.05 -12.5%
975 SSD SIMPSON MFG INC Industrials 20.0 $4K -75.0 -79.0% $209.35 -8.1%
976 WIX WIX COM LTD Technology 92.0 $4K -315.0 -77.4% $45.37 +68.1%
977 VAW VANGUARD WORLD FD 18.0 $4K -28.0 -60.9% $228.78 +1.6%
978 STNE STONECO LTD Technology 379.0 $4K -1K -78.2% $10.84 -15.4%
979 KNF KNIFE RIVER CORP Basic Materials 49.0 $4K -171.0 -77.7% $83.65 -23.5%
980 AMH AMERICAN HOMES 4 RENT Real Estate 121.0 $4K -58.0 -32.4% $33.52 +1.1%
Page 49 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%