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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 102 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 WSBC WESBANCO INC Financial Services 130.0 $5K NEW $39.03 +4.7%
2022 FLGB FRANKLIN TEMPLETON ETF TR 143.0 $5K -56.0 -28.1% $35.29 +6.8%
2023 EEMS ISHARES INC 66.0 $5K NEW $75.89 -1.5%
2024 BHF BRIGHTHOUSE FINL INC Financial Services 79.0 $5K -3.0 -3.7% $63.30 -17.4%
2025 CG CARLYLE GROUP INC Financial Services 118.0 $5K -50.0 -29.8% $42.11 +17.2%
2026 VSNT VERSANT MEDIA GROUP INC Industrials 137.0 $5K NEW $36.02 +7.6%
2027 CUSHMAN AND WAKEFIELD LTD 367.0 $5K -28.0 -7.1% $13.39
2028 HQY HEALTHEQUITY INC Healthcare 54.0 $5K NEW $90.31 +16.7%
2029 CSGP COSTAR GROUP INC Real Estate 172.0 $5K +57.0 +49.6% $28.32 +13.9%
2030 SKYT SKYWATER TECHNOLOGY INC Technology 139.0 $5K $34.82 -6.8%
2031 LBRT LIBERTY ENERGY INC Energy 184.0 $5K +59.0 +47.2% $26.19 -26.1%
2032 DIV GLOBAL X FDS 250.0 $5K $19.05 +3.8%
2033 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 80.0 $5K +35.0 +77.8% $59.36 -8.6%
2034 CVE CENOVUS ENERGY INC Energy 191.0 $5K +58.0 +43.6% $24.81 +32.7%
2035 IHDG WISDOMTREE TR 90.0 $5K NEW $52.49 +1.6%
2036 EDV VANGUARD WORLD FD 72.0 $5K +36.0 +100.0% $65.08 -8.6%
2037 DIGITALBRIDGE GROUP INC 296.0 $5K -209.0 -41.4% $15.78
2038 TKO TKO GROUP HOLDINGS INC Communication Services 23.0 $5K -3.0 -11.5% $201.30 -4.1%
2039 TME TENCENT MUSIC ENTMT GROUP Communication Services 553.0 $5K +128.0 +30.1% $8.35 +5.4%
2040 FLCO FRANKLIN TEMPLETON ETF TR 215.0 $5K NEW $21.44 -2.3%
Page 102 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 23.8%
Financial Services 21.6%
Healthcare 13.5%
Industrials 9.9%
Consumer Defensive 9.8%
Energy 6.1%
Consumer Cyclical 5.7%
Communication Services 3.5%
Utilities 2.5%
Basic Materials 2.5%