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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 114 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 SNDR SCHNEIDER NATIONAL INC Industrials 34.0 $1K NEW $36.53 -2.0%
2262 IMVT IMMUNOVANT INC Healthcare 32.0 $1K $38.53 +15.6%
2263 GGB GERDAU SA Basic Materials 302.0 $1K -2K -83.5% $4.04 +9.0%
2264 KFRC KFORCE INC Industrials 26.0 $1K $46.92 +23.5%
2265 BROOKFIELD ASSET MANAGMT LTD 27.0 $1K $44.85
2266 IDYA IDEAYA BIOSCIENCES INC Healthcare 32.0 $1K $37.28 +8.4%
2267 RXRX RECURSION PHARMACEUTICALS IN Healthcare 324.0 $1K NEW $3.67 -7.0%
2268 LAZ LAZARD INC Financial Services 28.0 $1K -7.0 -20.0% $41.93 +4.3%
2269 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 22.0 $1K $53.32 +4.7%
2270 OMFS INVESCO EXCH TRD SLF IDX FD 22.0 $1K NEW $53.32 -0.5%
2271 TDOC TELADOC HEALTH INC Healthcare 138.0 $1K -136.0 -49.6% $8.48 -23.7%
2272 PSIX POWER SOLUTIONS INTL INC Industrials 30.0 $1K NEW $38.90 -4.6%
2273 NNN NNN REIT INC Real Estate 25.0 $1K $46.52 -1.0%
2274 ABSI ABSCI CORPORATION Healthcare 100.0 $1K $11.59 -17.7%
2275 SMG SCOTTS MIRACLE-GRO CO Basic Materials 17.0 $1K NEW $68.12 -10.1%
2276 EWD ISHARES INC 23.0 $1K +12.0 +109.1% $50.00 +7.2%
2277 LCID LUCID GROUP INC Consumer Cyclical 170.0 $1K +10.0 +6.2% $6.69 -15.7%
2278 MFA MFA FINL INC Real Estate 117.0 $1K $9.69 -7.7%
2279 OSUR ORASURE TECHNOLOGIES INC Healthcare 253.0 $1K $4.46 -16.0%
2280 AOK ISHARES TR 27.0 $1K NEW $41.48 -0.4%
Page 114 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%