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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 20 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STRL STERLING INFRASTRUCTURE INC Industrials 836.0 $702K 0.01% -550.0 -39.7% $839.67 -38.5%
382 CF CF INDUSTRIES HOLD Basic Materials 6,473.0 $701K 0.01% -691.0 -9.7% $108.26 +19.7%
383 AN AUTONATION INC Consumer Cyclical 3,722.0 $692K 0.01% -86.0 -2.3% $185.79 +7.4%
384 AMGN AMGEN INC Healthcare 1,907.0 $691K 0.01% -237.0 -11.1% $362.13 +21.3%
385 CAH CARDINAL HEALTH INC Healthcare 2,901.0 $689K 0.01% -103.0 -3.4% $237.56 -3.4%
386 EW EDWARDS LIFESCIENCES CORP Healthcare 7,617.0 $689K 0.01% -4K -32.1% $90.46 -0.7%
387 FNV FRANCO NEV CORP Basic Materials 3,305.0 $689K 0.01% +253.0 +8.3% $208.47 +27.5%
388 KT KT CORP Communication Services 39,408.0 $681K 0.01% +23K +137.1% $17.28 +9.4%
389 NET CLOUDFLARE INC Technology 2,772.0 $680K 0.01% $245.28 +19.5%
390 SONY SONY GROUP CORP Technology 33,446.0 $671K 0.01% +260.0 +0.8% $20.06 +19.2%
391 SPGI S&P GLOBAL INC Financial Services 1,641.0 $668K 0.01% -939.0 -36.4% $407.22 +5.9%
392 TOTALENERGIES SE 8,572.0 $667K 0.01% -2K -17.6% $77.76
393 CRL CHARLES RIV LABS INTL INC Healthcare 2,937.0 $666K 0.01% +505.0 +20.8% $226.76 +30.2%
394 NRG NRG ENERGY INC Utilities 4,552.0 $665K 0.01% +4K +403.5% $146.06 -22.6%
395 MDB MONGODB INC Technology 1,977.0 $664K 0.01% +155.0 +8.5% $335.90 +28.3%
396 WELL WELLTOWER INC Real Estate 2,920.0 $663K 0.01% -159.0 -5.2% $226.98 +5.4%
397 SCHG SCHWAB STRATEGIC TR 19,471.0 $659K 0.01% +447.0 +2.4% $33.84 +4.4%
398 CACI CACI INTL INC Technology 1,414.0 $655K 0.01% +57.0 +4.2% $463.31 +39.7%
399 SON SONOCO PRODS CO Consumer Cyclical 11,611.0 $654K 0.01% +2K +21.1% $56.35 +5.6%
400 HII HUNTINGTON INGALLS INDS INC Industrials 2,335.0 $654K 0.01% -293.0 -11.2% $279.96 +6.5%
Page 20 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%