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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 117 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 CWT CALIFORNIA WTR SVC GROUP Utilities 16.0 $778.0 $48.62 +2.9%
2322 FSLY FASTLY INC Technology 42.0 $771.0 NEW $18.36 +23.7%
2323 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 166.0 $767.0 NEW $4.62 -24.9%
2324 BZ KANZHUN LIMITED Industrials 59.0 $759.0 -160.0 -73.1% $12.86 +22.7%
2325 CART MAPLEBEAR INC Consumer Cyclical 16.0 $758.0 NEW $47.38 +7.8%
2326 SLDP SOLID POWER INC Industrials 292.0 $756.0 $2.59 -11.6%
2327 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 57.0 $750.0 -2K -97.0% $13.16 -16.5%
2328 SITM SITIME CORP Technology 1.0 $746.0 -51.0 -98.1% $746.00 -19.7%
2329 DFSV DIMENSIONAL ETF TRUST 19.0 $740.0 -96K -100.0% $38.95 +2.7%
2330 PEB PEBBLEBROOK HOTEL TR Real Estate 38.0 $738.0 -3K -98.7% $19.42 -4.4%
2331 BBNX BETA BIONICS INC Healthcare 47.0 $736.0 $15.66 +24.4%
2332 PI IMPINJ INC Technology 5.0 $716.0 $143.20 +11.5%
2333 BTBT BIT DIGITAL INC Financial Services 385.0 $693.0 NEW $1.80 -11.1%
2334 PLAB PHOTRONICS INC Technology 21.0 $683.0 +5.0 +31.2% $32.52 -6.2%
2335 BOC BOSTON OMAHA CORP Communication Services 50.0 $682.0 NEW $13.64 +1.2%
2336 JBLU JETBLUE AIRWAYS CORP Industrials 119.0 $682.0 $5.73 -17.3%
2337 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 100.0 $666.0 NEW $6.66 -20.4%
2338 ARI APOLLO COML REAL ESTATE FIN Real Estate 62.0 $662.0 $10.68 -35.0%
2339 FRO FRONTLINE PLC Energy 19.0 $661.0 -37.0 -66.1% $34.79 +25.2%
2340 MARA MARA HOLDINGS INC Financial Services 47.0 $653.0 NEW $13.89 -19.7%
Page 117 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%