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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 14 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JAAA JANUS DETROIT STR TR 23,877.0 $1.2M 0.01% +22K +989.3% $50.49 +0.3%
262 VBR VANGUARD INDEX FDS 4,940.0 $1.2M 0.01% -2K -31.2% $242.98 +2.9%
263 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,393.0 $1.2M 0.01% +1K +111.2% $501.38 +22.4%
264 MRVL MARVELL TECHNOLOGY INC Technology 4,018.0 $1.2M 0.01% +2K +128.3% $297.91 -20.4%
265 DIS DISNEY WALT CO Communication Services 12,364.0 $1.2M 0.01% -2K -11.4% $96.25 +11.1%
266 XLK SELECT SECTOR SPDR TR 6,179.0 $1.2M 0.01% -2K -22.4% $190.51 -3.6%
267 PH PARKER-HANNIFIN CORP Industrials 1,201.0 $1.2M 0.01% -30.0 -2.4% $978.01 +4.6%
268 WPM WHEATON PRECIOUS METALS CORP Basic Materials 10,402.0 $1.2M 0.01% +895.0 +9.4% $112.32 +31.3%
269 AROC ARCHROCK INC Energy 28,056.0 $1.1M 0.01% $40.71 -20.7%
270 IWM ISHARES TR 3,739.0 $1.1M 0.01% -4K -49.9% $300.46 +0.4%
271 BINC BLACKROCK ETF TRUST II 21,394.0 $1.1M 0.01% -77K -78.2% $52.34 -0.6%
272 COF CAPITAL ONE FINL CORP Financial Services 5,577.0 $1.1M 0.01% +844.0 +17.8% $200.62 +10.0%
273 SBUX STARBUCKS CORP Consumer Cyclical 10,895.0 $1.1M 0.01% -2K -15.6% $102.19 +2.7%
274 UBS UBS GROUP AG Financial Services 22,424.0 $1.1M 0.01% -2K -8.8% $49.56 +7.2%
275 BWA BORGWARNER INC Consumer Cyclical 16,657.0 $1.1M 0.01% +301.0 +1.8% $66.40 -0.3%
276 SYY SYSCO CORP Consumer Defensive 13,139.0 $1.1M 0.01% -2K -13.8% $83.58 -1.3%
277 URI UNITED RENTALS INC Industrials 960.0 $1.1M 0.01% +625.0 +186.6% $1132.89 -1.4%
278 VBK VANGUARD INDEX FDS 2,973.0 $1.1M 0.01% -452.0 -13.2% $365.71 -1.5%
279 UMC UNITED MICROELECTRONICS CORP Technology 39,924.0 $1.1M 0.01% -46K -53.3% $27.21 -33.4%
280 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 5,959.0 $1.1M 0.01% -2K -21.0% $181.15 +12.3%
Page 14 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%