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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 6 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJR ISHARES TR 13,710.0 $2.0M 0.02% -4K -23.4% $148.30 -0.4%
102 JEPI J P MORGAN EXCHANGE TRADED F 34,721.0 $2.0M 0.02% -638.0 -1.8% $56.48 +2.4%
103 EFA ISHARES TR 18,516.0 $1.9M 0.02% -3K -15.4% $103.88 +3.3%
104 ITW ILLINOIS TOOL WKS INC Industrials 7,108.0 $1.9M 0.02% -471.0 -6.2% $270.48 +5.2%
105 NSC NORFOLK SOUTHN CORP Industrials 5,962.0 $1.9M 0.02% -2K -23.6% $314.58 +7.7%
106 SYK STRYKER CORPORATION Healthcare 5,903.0 $1.9M 0.02% -2K -22.6% $314.86 +5.2%
107 DE DEERE & CO Industrials 2,893.0 $1.8M 0.02% -644.0 -18.2% $634.27 -7.2%
108 UNP UNION PAC CORP Industrials 6,714.0 $1.8M 0.02% -4K -35.8% $272.01 +9.8%
109 BA BOEING CO Industrials 8,422.0 $1.8M 0.02% -909.0 -9.7% $216.47 +3.0%
110 BILS SPDR SERIES TRUST 17,982.0 $1.8M 0.02% -1K -6.3% $99.38 -0.1%
111 MDLZ MONDELEZ INTL INC Consumer Defensive 30,517.0 $1.8M 0.02% -7K -17.7% $57.84 +8.3%
112 ATO ATMOS ENERGY CORP Utilities 10,192.0 $1.8M 0.02% -1K -11.4% $172.27 -1.0%
113 VIG VANGUARD SPECIALIZED FUNDS 7,375.0 $1.7M 0.02% -10K -58.0% $236.62 +3.3%
114 WWD WOODWARD INC Industrials 4,093.0 $1.7M 0.02% -70.0 -1.7% $425.46 -13.9%
115 VDE VANGUARD WORLD FD 11,483.0 $1.7M 0.02% -419.0 -3.5% $150.13 +19.4%
116 HDB HDFC BANK LTD Financial Services 66,517.0 $1.7M 0.02% -11K -14.3% $25.83 -10.3%
117 T AT&T INC Communication Services 81,450.0 $1.7M 0.02% -8K -9.1% $20.70 +20.3%
118 IYW ISHARES TR 6,539.0 $1.6M 0.02% -3K -28.8% $252.23 -1.1%
119 CSX CSX CORP Industrials 33,540.0 $1.6M 0.02% -2K -6.6% $47.53 +5.7%
120 ISRG INTUITIVE SURGICAL INC Healthcare 3,954.0 $1.6M 0.02% -1K -23.1% $397.72 -1.6%
Page 6 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%