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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 17 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IXUS ISHARES TR 9,462.0 $903K 0.01% +9K +3826.1% $95.44 +2.7%
322 ECL ECOLAB INC Basic Materials 3,165.0 $882K 0.01% +1K +64.8% $278.59 +0.8%
323 NOC NORTHROP GRUMMAN CORP Industrials 1,728.0 $880K 0.01% -110.0 -6.0% $509.32 +8.6%
324 NATWEST GROUP PLC 49,730.0 $877K 0.01% -14K -22.4% $17.63
325 ATHM AUTOHOME INC Communication Services 46,032.0 $876K 0.01% NEW $19.03 +17.2%
326 ON ON SEMICONDUCTOR CORP Technology 9,238.0 $873K 0.01% +2K +33.0% $94.54 -21.4%
327 BOX BOX INC Technology 32,589.0 $865K 0.01% +6K +23.1% $26.54 +23.8%
328 GDXJ VANECK ETF TRUST 8,684.0 $853K 0.01% +2K +36.9% $98.25 +35.0%
329 SNDK SANDISK CORP Technology 375.0 $853K 0.01% +196.0 +109.5% $2273.79 -29.9%
330 XLF SELECT SECTOR SPDR TR 15,836.0 $849K 0.01% +637.0 +4.2% $53.61 +7.2%
331 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,780.0 $847K 0.01% -769.0 -16.9% $223.97 +25.7%
332 RGA REINSURANCE GROUP AMER INC Financial Services 3,958.0 $842K 0.01% -441.0 -10.0% $212.67 +14.1%
333 Q QNITY ELECTRONICS INC Technology 5,153.0 $842K 0.01% -322.0 -5.9% $163.31 -20.7%
334 LNT ALLIANT ENERGY CORP Utilities 11,012.0 $840K 0.01% -2K -16.5% $76.29 -10.9%
335 PHM PULTE GROUP INC Consumer Cyclical 6,122.0 $840K 0.01% +4K +237.1% $137.21 -5.9%
336 MIDD MIDDLEBY CORP Industrials 4,880.0 $839K 0.01% +570.0 +13.2% $172.01 -32.9%
337 UNILEVER PLC 13,959.0 $839K 0.01% +2K +12.8% $60.12
338 EWY ISHARES INC 4,125.0 $833K 0.01% +2K +111.1% $201.90 -11.7%
339 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,677.0 $833K 0.01% +340.0 +25.4% $496.58 +10.3%
340 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 18,235.0 $830K 0.01% $45.52 +31.2%
Page 17 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 23.8%
Financial Services 21.6%
Healthcare 13.5%
Industrials 9.9%
Consumer Defensive 9.8%
Energy 6.1%
Consumer Cyclical 5.7%
Communication Services 3.5%
Utilities 2.5%
Basic Materials 2.5%