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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 110 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 70.0 $2K NEW $28.71 -36.3%
2182 BEPC BROOKFIELD RENEWABLE CORP Utilities 54.0 $2K +33.0 +157.1% $37.11 -10.4%
2183 XSLV INVESCO EXCH TRADED FD TR II 38.0 $2K $52.61 +0.8%
2184 HYG ISHARES TR 25.0 $2K -14.0 -35.9% $79.96 -0.4%
2185 FTCB FIRST TR EXCHANGE-TRADED FD 95.0 $2K NEW $20.94 -2.1%
2186 SLVM SYLVAMO CORP Basic Materials 53.0 $2K -50.0 -48.5% $37.45 -1.8%
2187 BPOP POPULAR INC Financial Services 12.0 $2K NEW $164.17 +3.0%
2188 NAVN NAVAN INC Technology 85.0 $2K NEW $22.87 +27.5%
2189 CMCO COLUMBUS MCKINNON CORP N Y Industrials 128.0 $2K $15.13 +16.4%
2190 FEM FIRST TR EXCH TRD ALPHDX FD 60.0 $2K NEW $32.18 +2.2%
2191 COLB COLUMBIA BKG SYS INC Financial Services 60.0 $2K -237.0 -79.8% $32.05 -3.9%
2192 PII POLARIS INC Consumer Cyclical 28.0 $2K $68.43 -5.9%
2193 CSTM CONSTELLIUM SE Basic Materials 60.0 $2K -190.0 -76.0% $31.87 -15.1%
2194 WISE GROUP PLC 159.0 $2K NEW $11.91
2195 INGRAM MICRO HLDG CORP 69.0 $2K $27.43
2196 METALLUS INC 100.0 $2K -150.0 -60.0% $18.69
2197 FDN FIRST TR EXCHANGE-TRADED FD 7.0 $2K -7.0 -50.0% $264.71 +8.3%
2198 KULR TECHNOLOGY GROUP INC 486.0 $2K $3.81
2199 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 48.0 $2K NEW $38.50 +2.7%
2200 KRO KRONOS WORLDWIDE INC Basic Materials 283.0 $2K $6.33 +29.6%
Page 110 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%