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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 19 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OAKTREE SPECIALTY LENDING 64,854.0 $774K 0.01% $11.94
362 SCHV SCHWAB STRATEGIC TR 22,003.0 $766K 0.01% +6K +33.7% $34.81 +0.4%
363 SIVR ABRDN SILVER ETF TRUST Financial Services 13,617.0 $766K 0.01% $56.22 +17.5%
364 KGC KINROSS GOLD CORP Basic Materials 32,329.0 $764K 0.01% -4K -11.2% $23.62 +38.8%
365 DAL DELTA AIR LINES INC Industrials 8,103.0 $759K 0.01% -9K -53.4% $93.66 -12.0%
366 IXN ISHARES TR 5,204.0 $752K 0.01% -27K -83.8% $144.48 -3.6%
367 FLEX FLEX LTD Technology 4,627.0 $750K 0.01% -795.0 -14.7% $162.07 -31.9%
368 INDA ISHARES TR 15,135.0 $748K 0.01% -201.0 -1.3% $49.39 +0.6%
369 IJH ISHARES TR 9,598.0 $740K 0.01% -2K -14.6% $77.11 -0.5%
370 GATX GATX CORP Industrials 4,169.0 $739K 0.01% -174.0 -4.0% $177.17 -0.6%
371 HXL HEXCEL CORP NEW Industrials 7,324.0 $733K 0.01% -111.0 -1.5% $100.06 -6.2%
372 RNST RENASANT CORP Financial Services 17,196.0 $732K 0.01% +875.0 +5.4% $42.54 -2.1%
373 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 28,474.0 $728K 0.01% +1K +4.0% $25.55 +1.7%
374 LYG LLOYDS BANKING GROUP PLC Financial Services 124,503.0 $726K 0.01% $5.83 +3.4%
375 SYSB ISHARES TR 8,160.0 $724K 0.01% -925.0 -10.2% $88.72 -1.7%
376 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,021.0 $717K 0.01% +4K +3766.3% $178.22 +17.8%
377 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,961.0 $713K 0.01% -32.0 -1.1% $240.94 +5.8%
378 SDY SPDR SERIES TRUST 4,666.0 $710K 0.01% +311.0 +7.1% $152.19 +4.1%
379 DHI D R HORTON INC Consumer Cyclical 4,357.0 $710K 0.01% -395.0 -8.3% $162.88 -8.8%
380 WBS WEBSTER FINL CORP Financial Services 9,201.0 $703K 0.01% +60.0 +0.7% $76.42 +1.5%
Page 19 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%