BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 51 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SYNA SYNAPTICS INC Technology 21.0 $3K -1.0 -4.5% $124.24 -15.4%
1002 ASTS AST SPACEMOBILE INC Technology 29.0 $3K -153.0 -84.1% $88.86 -24.7%
1003 BUNGE GLOBAL SA 24.0 $3K -158.0 -86.8% $106.75
1004 NHI NATIONAL HEALTH INVS INC Real Estate 31.0 $2K -189.0 -85.9% $76.26 -3.2%
1005 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 27.0 $2K -4.0 -12.9% $87.11 -12.6%
1006 ALKT ALKAMI TECHNOLOGY INC Technology 129.0 $2K -947.0 -88.0% $18.12 +13.4%
1007 KNSL KINSALE CAP GROUP INC Financial Services 7.0 $2K -30.0 -81.1% $329.86 +13.8%
1008 VENTURE GLOBAL INC 200.0 $2K -4K -94.6% $11.13
1009 FELC FIDELITY COVINGTON TRUST 52.0 $2K -847.0 -94.2% $42.21 +3.6%
1010 RC READY CAPITAL CORP Real Estate 1,248.0 $2K -93.0 -6.9% $1.75 -3.4%
1011 OPRA OPERA LTD Communication Services 109.0 $2K -2K -94.8% $19.83 -0.5%
1012 HEI HEICO CORP NEW Industrials 6.0 $2K -5.0 -45.5% $356.17 +3.3%
1013 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 266.0 $2K -150.0 -36.1% $7.86 +4.1%
1014 NEWSMAX INC 250.0 $2K -716.0 -74.1% $8.28
1015 HYG ISHARES TR 25.0 $2K -14.0 -35.9% $79.96 -0.5%
1016 SLVM SYLVAMO CORP Basic Materials 53.0 $2K -50.0 -48.5% $37.45 -2.2%
1017 COLB COLUMBIA BKG SYS INC Financial Services 60.0 $2K -237.0 -79.8% $32.05 +0.7%
1018 CSTM CONSTELLIUM SE Basic Materials 60.0 $2K -190.0 -76.0% $31.87 -10.0%
1019 METALLUS INC 100.0 $2K -150.0 -60.0% $18.69
1020 FDN FIRST TR EXCHANGE-TRADED FD 7.0 $2K -7.0 -50.0% $264.71 +7.9%
Page 51 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%