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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 53 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MOMO HELLO GROUP INC Communication Services 178.0 $1K -108.0 -37.8% $5.80 -0.7%
1042 SATS ECHOSTAR CORP Technology 10.0 $1K -103.0 -91.2% $101.50 -9.5%
1043 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 123.0 $991.0 -2.0 -1.6% $8.06 -4.4%
1044 SOUTH BOW CORP 28.0 $987.0 -16.0 -36.4% $35.25
1045 UDR UDR INC Real Estate 22.0 $878.0 -60.0 -73.2% $39.91 -7.1%
1046 DIVZ ELEVATION SERIES TRUST 23.0 $871.0 -52.0 -69.3% $37.87 +1.9%
1047 RSPT INVESCO EXCHANGE TRADED FD T 13.0 $839.0 -155.0 -92.3% $64.54 -0.2%
1048 JBS N.V. 70.0 $830.0 -169.0 -70.7% $11.86
1049 ARMOUR RESIDENTIAL REIT INC 47.0 $816.0 -106.0 -69.3% $17.36
1050 BZ KANZHUN LIMITED Industrials 59.0 $759.0 -160.0 -73.1% $12.86 +22.8%
1051 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 57.0 $750.0 -2K -97.0% $13.16 -16.6%
1052 SITM SITIME CORP Technology 1.0 $746.0 -51.0 -98.1% $746.00 -8.8%
1053 DFSV DIMENSIONAL ETF TRUST 19.0 $740.0 -96K -100.0% $38.95 +3.5%
1054 PEB PEBBLEBROOK HOTEL TR Real Estate 38.0 $738.0 -3K -98.7% $19.42 -5.8%
1055 FRO FRONTLINE PLC Energy 19.0 $661.0 -37.0 -66.1% $34.79 +25.0%
1056 POST POST HLDGS INC Consumer Defensive 7.0 $618.0 -5.0 -41.7% $88.29 -9.6%
1057 LW LAMB WESTON HLDGS INC Consumer Defensive 14.0 $604.0 -90.0 -86.5% $43.14 +20.5%
1058 ACLS AXCELIS TECHNOLOGIES INC Technology 3.0 $568.0 -17.0 -85.0% $189.33 -28.5%
1059 TXNM ENERGY INC 9.0 $511.0 -64.0 -87.7% $56.78
1060 BIOHAVEN LTD 30.0 $446.0 -63.0 -67.7% $14.87
Page 53 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%