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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 112 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 FTXN FIRST TR EXCHANGE TRADED FD 48.0 $2K $33.44 +20.5%
2222 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 97.0 $2K $16.53 +26.8%
2223 GHYG ISHARES INC 35.0 $2K +10.0 +40.0% $45.29 +0.2%
2224 AVA AVISTA CORP Utilities 39.0 $2K +29.0 +290.0% $40.56 -7.4%
2225 DPRO DRAGANFLY INC. Industrials 288.0 $2K NEW $5.42 -17.2%
2226 YMM FULL TRUCK ALLIANCE CO LTD Technology 191.0 $2K +119.0 +165.3% $8.12 +8.0%
2227 FLUTTER ENTMT PLC 15.0 $2K -12.0 -44.4% $102.20
2228 OCGN OCUGEN INC Healthcare 1,000.0 $2K $1.53 -9.2%
2229 TDS TELEPHONE & DATA SYS INC Communication Services 41.0 $2K -53.0 -56.4% $37.00 -9.2%
2230 IGBH ISHARES U S ETF TR 61.0 $1K $24.57 -0.5%
2231 LMND LEMONADE INC Financial Services 23.0 $1K NEW $65.04 -17.9%
2232 FBT FIRST TR EXCHANGE-TRADED FD 6.0 $1K NEW $247.83 +9.4%
2233 PRLB PROTO LABS INC Industrials 18.0 $1K $81.50 -2.3%
2234 AMER SPORTS INC 43.0 $1K $33.88
2235 CORP PIMCO ETF TR 15.0 $1K NEW $96.93 -2.1%
2236 BEAT HEARTBEAM INC Healthcare 1,928.0 $1K $0.75 -34.2%
2237 VTIP VANGUARD MALVERN FDS 29.0 $1K +28.0 +2800.0% $49.48 +0.6%
2238 GXO GXO LOGISTICS INCORPORATED Industrials 28.0 $1K $50.71 -9.8%
2239 FTXO FIRST TR EXCHANGE TRADED FD 34.0 $1K NEW $41.59 +0.5%
2240 DGICA DONEGAL GROUP INC Financial Services 74.0 $1K $18.86 -1.0%
Page 112 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%