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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 107 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 36.0 $3K $83.47 +9.6%
2122 AI C3 AI INC Technology 320.0 $3K -1K -80.0% $9.09 +13.3%
2123 CAG CONAGRA BRANDS INC Consumer Defensive 216.0 $3K -318.0 -59.5% $13.46 +22.1%
2124 H HYATT HOTELS CORP Consumer Cyclical 15.0 $3K -6.0 -28.6% $193.87 -6.8%
2125 FLHY FRANKLIN TEMPLETON ETF TR 119.0 $3K NEW $24.29 -0.4%
2126 ATKR ATKORE INC Industrials 38.0 $3K +16.0 +72.7% $76.05 +23.1%
2127 SPMD SPDR SERIES TRUST 42.0 $3K NEW $67.57 -0.4%
2128 HIMS HIMS & HERS HEALTH INC Healthcare 81.0 $3K -1K -92.8% $34.67 -2.6%
2129 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17.0 $3K $164.29 +0.8%
2130 ATEX ANTERIX INC Communication Services 27.0 $3K $102.93 -9.4%
2131 DGII DIGI INTL INC Technology 37.0 $3K NEW $74.95 -0.0%
2132 LFUS LITTELFUSE INC Technology 6.0 $3K -100.0 -94.3% $455.33 -9.5%
2133 GFS GLOBALFOUNDRIES INC Technology 33.0 $3K +22.0 +200.0% $82.42 -41.7%
2134 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 57.0 $3K $47.33 -44.2%
2135 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 91.0 $3K NEW $29.53 -5.8%
2136 TFLR T ROWE PRICE EXCHANGE-TRADED 53.0 $3K NEW $50.66 +0.2%
2137 GSAT GLOBALSTAR INC Communication Services 33.0 $3K +25.0 +312.5% $81.30 +1.3%
2138 BANC BANC OF CALIFORNIA INC Financial Services 130.0 $3K $20.43 -8.8%
2139 CBAN COLONY BANKCORP INC Financial Services 132.0 $3K $20.09 +6.9%
2140 AUBN AUBURN NATL BANCORP Financial Services 98.0 $3K $27.04 -0.4%
Page 107 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%