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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 10 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PLD PROLOGIS INC. Real Estate 15,489.0 $2.1M 0.02% -2K -9.6% $135.47 +4.2%
182 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,602.0 $2.1M 0.02% -55.0 -1.0% $370.57 -2.4%
183 BTI BRITISH AMERN TOB PLC Consumer Defensive 33,464.0 $2.1M 0.02% +996.0 +3.1% $61.76 -9.2%
184 IWN ISHARES TR 9,316.0 $2.1M 0.02% -5K -33.3% $221.20 +2.1%
185 IJR ISHARES TR 13,710.0 $2.0M 0.02% -4K -23.4% $148.30 -0.0%
186 SHEL SHELL PLC Energy 25,533.0 $2.0M 0.02% +3K +11.8% $77.54 +20.0%
187 JEPI J P MORGAN EXCHANGE TRADED F 34,721.0 $2.0M 0.02% -638.0 -1.8% $56.48 +2.8%
188 MKSI MKS INC. Technology 4,343.0 $1.9M 0.02% +116.0 +2.7% $444.80 -36.3%
189 EFA ISHARES TR 18,516.0 $1.9M 0.02% -3K -15.4% $103.88 +3.4%
190 ITW ILLINOIS TOOL WKS INC Industrials 7,108.0 $1.9M 0.02% -471.0 -6.2% $270.48 +5.7%
191 NSC NORFOLK SOUTHN CORP Industrials 5,962.0 $1.9M 0.02% -2K -23.6% $314.58 +10.2%
192 TPL PUT TEXAS PACIFIC LAND CORPORATI Energy 2,136,600.0 $1.9M 0.02% NEW $0.88 +42113.1%
193 SYK STRYKER CORPORATION Healthcare 5,903.0 $1.9M 0.02% -2K -22.6% $314.86 +8.2%
194 DE DEERE & CO Industrials 2,893.0 $1.8M 0.02% -644.0 -18.2% $634.27 -7.6%
195 SBR SABINE RTY TR Energy 25,055.0 $1.8M 0.02% +3K +15.2% $73.20 -2.0%
196 UNP UNION PAC CORP Industrials 6,714.0 $1.8M 0.02% -4K -35.8% $272.01 +10.9%
197 BA BOEING CO Industrials 8,422.0 $1.8M 0.02% -909.0 -9.7% $216.47 +2.5%
198 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,507.0 $1.8M 0.02% +4K +221.1% $330.43 +1.3%
199 BILS SPDR SERIES TRUST 17,982.0 $1.8M 0.02% -1K -6.3% $99.38 -0.1%
200 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 34,904.0 $1.8M 0.02% $51.05 +16.3%
Page 10 of 123  ·  2,447 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%