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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 105 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 IYT ISHARES TR 44.0 $4K $86.75 +0.3%
2082 CAE CAE INC Industrials 152.0 $4K -3.0 -1.9% $25.06 -0.6%
2083 EPAM EPAM SYS INC Technology 48.0 $4K -31.0 -39.2% $79.35 +39.0%
2084 BSMC 2023 ETF SERIES TRUST 97.0 $4K NEW $39.05 +4.2%
2085 VTS VITESSE ENERGY INC Energy 239.0 $4K -34.0 -12.4% $15.77 +8.5%
2086 INDB INDEPENDENT BK CORP MASS Financial Services 45.0 $4K -3.0 -6.2% $83.71 +0.0%
2087 EWC ISHARES INC 65.0 $4K NEW $57.65 +8.2%
2088 CSMD PROFESIONALLY MANAGED PORTFO 102.0 $4K NEW $36.49 -3.3%
2089 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 44.0 $4K $84.20 -11.4%
2090 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 95.0 $4K -559.0 -85.5% $38.96 +10.2%
2091 PUMP PROPETRO HLDG CORP Energy 256.0 $4K $14.34 -21.0%
2092 QS QUANTUMSCAPE CORP Consumer Cyclical 485.0 $4K +155.0 +47.0% $7.56 -20.9%
2093 BOH BANK HAWAII CORP Financial Services 45.0 $4K NEW $81.49 -4.9%
2094 COHU COHU INC Technology 49.0 $4K $73.92 -26.4%
2095 IYM ISHARES TR 20.0 $4K NEW $179.55 +8.7%
2096 WWJD NORTHERN LTS FD TR IV 94.0 $4K -3K -96.7% $38.13 +8.3%
2097 XNCR XENCOR INC Healthcare 222.0 $4K $16.10 +72.7%
2098 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 296.0 $4K +91.0 +44.4% $12.06 -8.6%
2099 SRI STONERIDGE INC Consumer Cyclical 474.0 $3K $7.32 -1.6%
2100 VIKING HOLDINGS LTD 33.0 $3K NEW $104.67
Page 105 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%