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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 8 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VNQ VANGUARD INDEX FDS 13,117.0 $1.3M 0.01% -14K -51.2% $96.43 +1.2%
142 WEC WEC ENERGY GROUP INC Utilities 10,717.0 $1.3M 0.01% -5K -33.5% $116.77 -4.9%
143 MO ALTRIA GROUP INC Consumer Defensive 17,171.0 $1.2M 0.01% -2K -10.2% $71.95 -9.4%
144 DHR DANAHER CORP DEL Healthcare 6,461.0 $1.2M 0.01% -4K -39.0% $190.47 +4.8%
145 FORM FORMFACTOR INC Technology 7,690.0 $1.2M 0.01% -3K -25.7% $159.94 -22.3%
146 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,646.0 $1.2M 0.01% -1K -12.5% $142.22 +4.3%
147 IWR ISHARES TR 10,953.0 $1.2M 0.01% -669.0 -5.8% $110.32 +2.4%
148 VBR VANGUARD INDEX FDS 4,940.0 $1.2M 0.01% -2K -31.2% $242.98 +1.8%
149 DIS DISNEY WALT CO Communication Services 12,364.0 $1.2M 0.01% -2K -11.4% $96.25 +8.0%
150 XLK SELECT SECTOR SPDR TR 6,179.0 $1.2M 0.01% -2K -22.4% $190.51 -2.6%
151 PH PARKER-HANNIFIN CORP Industrials 1,201.0 $1.2M 0.01% -30.0 -2.4% $978.01 +6.5%
152 IWM ISHARES TR 3,739.0 $1.1M 0.01% -4K -49.9% $300.46 -0.1%
153 BINC BLACKROCK ETF TRUST II 21,394.0 $1.1M 0.01% -77K -78.2% $52.34 -0.7%
154 SBUX STARBUCKS CORP Consumer Cyclical 10,895.0 $1.1M 0.01% -2K -15.6% $102.19 +3.7%
155 UBS UBS GROUP AG Financial Services 22,424.0 $1.1M 0.01% -2K -8.8% $49.56 +6.9%
156 SYY SYSCO CORP Consumer Defensive 13,139.0 $1.1M 0.01% -2K -13.8% $83.58 -1.9%
157 VBK VANGUARD INDEX FDS 2,973.0 $1.1M 0.01% -452.0 -13.2% $365.71 -2.0%
158 UMC UNITED MICROELECTRONICS CORP Technology 39,924.0 $1.1M 0.01% -46K -53.3% $27.21 -32.1%
159 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 5,959.0 $1.1M 0.01% -2K -21.0% $181.15 +7.8%
160 TDY TELEDYNE TECHNOLOGIES INC Technology 1,593.0 $1.1M 0.01% -89.0 -5.3% $667.09 -0.3%
Page 8 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%