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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 16 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CRWD CROWDSTRIKE HLDGS INC Technology 1,299.0 $991K 0.01% +728.0 +127.5% $190.79 +1.3%
302 LUV SOUTHWEST AIRLS CO Industrials 19,214.0 $988K 0.01% +18K +1046.4% $51.42 -21.4%
303 BCS BARCLAYS PLC Financial Services 36,131.0 $970K 0.01% -11K -23.4% $26.86 -0.9%
304 DGRO ISHARES TR 12,779.0 $968K 0.01% +7K +135.9% $75.79 +5.4%
305 FCX FREEPORT MCMORAN INC Basic Materials 15,393.0 $968K 0.01% +12K +418.5% $62.89 +10.9%
306 HWM HOWMET AEROSPACE INC Industrials 3,598.0 $967K 0.01% +325.0 +9.9% $268.89 +3.3%
307 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 7,552.0 $966K 0.01% -428.0 -5.4% $127.90 -6.3%
308 BAP CREDICORP LTD Financial Services 2,442.0 $951K 0.01% -201.0 -7.6% $389.56 -3.7%
309 PNC PNC FINL SVCS GROUP INC Financial Services 3,833.0 $944K 0.01% +2K +89.8% $246.24 -0.5%
310 OEF ISHARES TR 2,559.0 $936K 0.01% -37K -93.5% $365.87 +3.2%
311 D DOMINION ENERGY INC Utilities 13,704.0 $936K 0.01% -6K -28.8% $68.29 -1.0%
312 BIL SPDR SERIES TRUST 10,206.0 $935K 0.01% +5K +87.1% $91.64 -0.1%
313 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,168.0 $932K 0.01% -2K -10.6% $57.62 +15.6%
314 EXEL EXELIXIS INC Healthcare 17,105.0 $931K 0.01% +2K +14.8% $54.41 -0.8%
315 PFF ISHARES TR 30,493.0 $930K 0.01% -3K -10.2% $30.49 +0.0%
316 LII LENNOX INTL INC Industrials 1,616.0 $926K 0.01% -43.0 -2.6% $572.95 -28.3%
317 HLN HALEON PLC Healthcare 98,875.0 $923K 0.01% +17K +21.0% $9.33 +6.3%
318 MFG MIZUHO FINANCIAL GROUP INC Financial Services 94,980.0 $910K 0.01% -5K -5.4% $9.58 +5.9%
319 SMIN ISHARES TR 12,828.0 $907K 0.01% +7K +118.9% $70.73 +0.9%
320 ARW ARROW ELECTRS INC Technology 4,248.0 $907K 0.01% +128.0 +3.1% $213.41 -2.9%
Page 16 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%