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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 111 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 CHMG CHEMUNG FINL CORP Financial Services 24.0 $2K $74.58 +10.9%
2202 BC BRUNSWICK CORP Consumer Cyclical 21.0 $2K -9.0 -30.0% $84.24 -4.0%
2203 DKNG DRAFTKINGS INC NEW Consumer Cyclical 70.0 $2K -15.0 -17.6% $25.26 +3.6%
2204 CNH INDL N V 156.0 $2K +53.0 +51.5% $11.23
2205 BELFA BEL FUSE INC 6.0 $2K NEW $291.17
2206 WHD CACTUS INC Energy 34.0 $2K $51.24 +35.5%
2207 TPC TUTOR PERINI CORP Industrials 21.0 $2K NEW $82.95 +10.0%
2208 FSV FIRSTSERVICE CORP NEW Real Estate 12.0 $2K NEW $142.08 +1.7%
2209 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 128.0 $2K -33.0 -20.5% $13.26 +9.6%
2210 MXI ISHARES TR 16.0 $2K $105.81 +10.3%
2211 TACK CAPITOL SER TR 53.0 $2K NEW $31.62 +4.1%
2212 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 13.0 $2K $128.54 -0.0%
2213 IGF ISHARES TR 25.0 $2K NEW $66.60 -1.8%
2214 VOX VANGUARD WORLD FD 9.0 $2K $184.00 +1.1%
2215 EGO ELDORADO GOLD CORP NEW Basic Materials 53.0 $2K $31.09 +47.0%
2216 MATIV HOLDINGS INC 217.0 $2K -32.0 -12.8% $7.57
2217 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 54.0 $2K $30.19 -1.4%
2218 FEP FIRST TR EXCH TRD ALPHDX FD 28.0 $2K NEW $57.86 +4.7%
2219 FJP FIRST TR EXCH TRD ALPHDX FD 21.0 $2K NEW $76.81 +0.4%
2220 SLM SLM CORP Financial Services 62.0 $2K -7.0 -10.1% $25.94 +2.0%
Page 111 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%