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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 50 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PCY INVESCO EXCH TRADED FD TR II 187.0 $4K -55.0 -22.7% $21.65 -3.0%
982 ETH GRAYSCALE ETHEREUM STAKING Financial Services 265.0 $4K -455.0 -63.2% $15.03 +20.3%
983 IVLU ISHARES TR 92.0 $4K -78.0 -45.9% $41.82 +5.6%
984 CAE CAE INC Industrials 152.0 $4K -3.0 -1.9% $25.06 +5.2%
985 EPAM EPAM SYS INC Technology 48.0 $4K -31.0 -39.2% $79.35 +26.5%
986 VTS VITESSE ENERGY INC Energy 239.0 $4K -34.0 -12.4% $15.77 +5.1%
987 INDB INDEPENDENT BK CORP MASS Financial Services 45.0 $4K -3.0 -6.2% $83.71 +2.4%
988 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 95.0 $4K -559.0 -85.5% $38.96 +5.4%
989 WWJD NORTHERN LTS FD TR IV 94.0 $4K -3K -96.7% $38.13 +5.8%
990 CPT CAMDEN PPTY TR Real Estate 28.0 $3K -17.0 -37.8% $114.50 -4.9%
991 WEST WESTROCK COFFEE CO Consumer Defensive 394.0 $3K -2K -81.7% $8.11 +2.4%
992 LUMN LUMEN TECHNOLOGIES INC Communication Services 410.0 $3K -120.0 -22.6% $7.68 -18.5%
993 PB PROSPERITY BANCSHARES INC Financial Services 43.0 $3K -276.0 -86.5% $73.02 +2.0%
994 OGN ORGANON & CO Healthcare 230.0 $3K -170.0 -42.5% $13.55 +1.1%
995 SOUN SOUNDHOUND AI INC Technology 465.0 $3K -560.0 -54.6% $6.47 +8.6%
996 AI C3 AI INC Technology 320.0 $3K -1K -80.0% $9.09 +6.5%
997 CAG CONAGRA BRANDS INC Consumer Defensive 216.0 $3K -318.0 -59.5% $13.46 +15.9%
998 H HYATT HOTELS CORP Consumer Cyclical 15.0 $3K -6.0 -28.6% $193.87 -6.5%
999 HIMS HIMS & HERS HEALTH INC Healthcare 81.0 $3K -1K -92.8% $34.67 -17.9%
1000 LFUS LITTELFUSE INC Technology 6.0 $3K -100.0 -94.3% $455.33 -0.6%
Page 50 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%