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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 118 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 PSQ PROSHARES TR 26.0 $652.0 $25.08 +3.7%
2342 POST POST HLDGS INC Consumer Defensive 7.0 $618.0 -5.0 -41.7% $88.29 -11.1%
2343 AURA AURA BIOSCIENCES INC Healthcare 86.0 $611.0 $7.10 +9.4%
2344 LW LAMB WESTON HLDGS INC Consumer Defensive 14.0 $604.0 -90.0 -86.5% $43.14 +23.9%
2345 DDD 3D SYS CORP DEL Technology 200.0 $604.0 $3.02 +4.6%
2346 DJCO DAILY JOURNAL CORP Technology 1.0 $601.0 $601.00 +2.3%
2347 TNET TRINET GROUP INC Industrials 12.0 $594.0 NEW $49.50 +38.8%
2348 SCHH SCHWAB STRATEGIC TR 25.0 $592.0 NEW $23.68 +1.6%
2349 VITL VITAL FARMS INC Consumer Defensive 50.0 $582.0 NEW $11.64 -8.8%
2350 HEWLETT PACKARD ENTERPRISE C 5.0 $578.0 $115.60
2351 ACLS AXCELIS TECHNOLOGIES INC Technology 3.0 $568.0 -17.0 -85.0% $189.33 -34.0%
2352 SIX FLAGS ENTERTAINMENT CORP 26.0 $559.0 $21.50
2353 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1.0 $537.0 NEW $537.00 -3.3%
2354 FIVN FIVE9 INC Technology 25.0 $533.0 NEW $21.32 +51.5%
2355 LTBR LIGHTBRIDGE CORP Industrials 59.0 $519.0 NEW $8.80 -12.5%
2356 TXNM ENERGY INC 9.0 $511.0 -64.0 -87.7% $56.78
2357 INCO COLUMBIA ETF TR II 8.0 $477.0 +2.0 +33.3% $59.62 +4.7%
2358 ACHR ARCHER AVIATION INC Industrials 100.0 $473.0 NEW $4.73 +28.8%
2359 NVAX NOVAVAX INC Healthcare 50.0 $471.0 $9.42 -10.6%
2360 GTY GETTY RLTY CORP NEW Real Estate 14.0 $467.0 $33.36 +0.0%
Page 118 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%