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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 108 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 EXK ENDEAVOUR SILVER CORP Basic Materials 318.0 $3K +18.0 +6.0% $8.28 +28.3%
2142 VNO VORNADO RLTY TR Real Estate 67.0 $3K +32.0 +91.4% $39.30 -3.6%
2143 MIR MIRION TECHNOLOGIES INC Industrials 146.0 $3K $17.93 -17.4%
2144 SYNA SYNAPTICS INC Technology 21.0 $3K -1.0 -4.5% $124.24 -21.4%
2145 ASTS AST SPACEMOBILE INC Technology 29.0 $3K -153.0 -84.1% $88.86 -22.7%
2146 BUNGE GLOBAL SA 24.0 $3K -158.0 -86.8% $106.75
2147 VGZ VISTA GOLD CORP Basic Materials 1,340.0 $3K $1.91 +30.4%
2148 PHIN PHINIA INC Consumer Cyclical 31.0 $3K $82.35 -11.7%
2149 TMB THORNBURG ETF TR 100.0 $3K NEW $25.35 -0.4%
2150 CMPR CIMPRESS PLC Communication Services 24.0 $2K $101.71 -13.8%
2151 SLAB SILICON LABORATORIES INC Technology 11.0 $2K $218.55 -0.2%
2152 LEGN LEGEND BIOTECH CORP Healthcare 83.0 $2K NEW $28.88 -24.4%
2153 NHI NATIONAL HEALTH INVS INC Real Estate 31.0 $2K -189.0 -85.9% $76.26 -3.8%
2154 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 27.0 $2K -4.0 -12.9% $87.11 -13.8%
2155 ALKT ALKAMI TECHNOLOGY INC Technology 129.0 $2K -947.0 -88.0% $18.12 +12.5%
2156 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 200.0 $2K $11.63 -3.0%
2157 GAB GABELLI EQUITY TR INC Financial Services 411.0 $2K NEW $5.66 -0.1%
2158 NPWR NET POWER INC Industrials 1,390.0 $2K $1.67 +1.8%
2159 KNSL KINSALE CAP GROUP INC Financial Services 7.0 $2K -30.0 -81.1% $329.86 +16.3%
2160 NWBI NORTHWEST BANCSHARES INC Financial Services 152.0 $2K $15.16 +1.7%
Page 108 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%