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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 54 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VERX VERTEX INC Technology 38.0 $436.0 -1K -97.3% $11.47 +8.7%
1062 ESTC ELASTIC N V Technology 7.0 $399.0 -13.0 -65.0% $57.00 +46.4%
1063 FCPT FOUR CORNERS PPTY TR INC Real Estate 13.0 $319.0 -149.0 -92.0% $24.54 +2.2%
1064 ZD ZIFF DAVIS INC Communication Services 5.0 $262.0 -787.0 -99.4% $52.40 +3.6%
1065 GAMESTOP CORP NEW 90.0 $252.0 -2.0 -2.2% $2.80
1066 AVNS AVANOS MED INC Healthcare 10.0 $249.0 -41.0 -80.4% $24.90 +0.4%
1067 GWRE GUIDEWIRE SOFTWARE INC Technology 2.0 $246.0 -39.0 -95.1% $123.00 +39.8%
1068 SDGR SCHRODINGER INC Healthcare 15.0 $244.0 -29.0 -65.9% $16.27 +7.0%
1069 FNF FIDELITY NATL FINL INC Financial Services 5.0 $236.0 -16.0 -76.2% $47.20 +4.1%
1070 SYM SYMBOTIC INC Industrials 5.0 $225.0 -12.0 -70.6% $45.00 -5.9%
1071 PAYC PAYCOM SOFTWARE INC Technology 1.0 $126.0 -629.0 -99.8% $126.00 +70.0%
1072 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 161.0 $90.0 -706.0 -81.4% $0.56 -0.0%
1073 SIRI SIRIUSXM HOLDINGS INC Communication Services 1.0 $30.0 -69.0 -98.6% $30.00 -2.9%
1074 IGSB ISHARES TR $24.0 -100.0%
1075 ANNALY CAPITAL MANAGEMENT IN 1.0 $16.0 -119.0 -99.2% $16.00
1076 PSEC PROSPECT CAP CORP Financial Services 1.0 $2.0 -430.0 -99.8% $2.00 +10.5%
Page 54 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%