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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 119 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 VSEC VSE CORP Industrials 2.0 $457.0 NEW $228.50 -4.2%
2362 DOMO DOMO INC Technology 143.0 $448.0 NEW $3.13 +18.9%
2363 BIOHAVEN LTD 30.0 $446.0 -63.0 -67.7% $14.87
2364 VERX VERTEX INC Technology 38.0 $436.0 -1K -97.3% $11.47 +17.7%
2365 JCPB J P MORGAN EXCHANGE TRADED F 9.0 $424.0 NEW $47.11 -1.9%
2366 ULS UL SOLUTIONS INC Industrials 4.0 $407.0 $101.75 -25.8%
2367 ESTC ELASTIC N V Technology 7.0 $399.0 -13.0 -65.0% $57.00 +51.7%
2368 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 107.0 $389.0 NEW $3.64 -16.4%
2369 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5.0 $365.0 NEW $73.00 +5.9%
2370 LSF LAIRD SUPERFOOD INC Consumer Defensive 75.0 $353.0 NEW $4.71 -10.1%
2371 RUN SUNRUN INC Energy 26.0 $348.0 NEW $13.38 -30.2%
2372 CNRG SPDR SERIES TRUST 3.0 $340.0 NEW $113.33 -20.7%
2373 UMH UMH PPTYS INC Real Estate 22.0 $333.0 $15.14 +10.4%
2374 PRTA PROTHENA CORP PLC Healthcare 33.0 $323.0 $9.79 -10.8%
2375 FCPT FOUR CORNERS PPTY TR INC Real Estate 13.0 $319.0 -149.0 -92.0% $24.54 +3.1%
2376 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 8.0 $310.0 $38.75 -1.6%
2377 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 58.0 $306.0 $5.28 -0.0%
2378 ALAUNOS THERAPEUTICS INC 135.0 $305.0 $2.26
2379 HUDSON PACIFIC PROPERTIES IN 18.0 $273.0 $15.17
2380 COMB GRANITESHARES ETF TR 11.0 $265.0 $24.09 +13.3%
Page 119 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%