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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 23 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SHOP SHOPIFY INC Technology 4,975.0 $568K 0.01% +1K +31.0% $114.17 +30.7%
442 FDX FEDEX CORP Industrials 1,811.0 $567K 0.01% +1K +238.5% $313.20 +3.8%
443 AEM AGNICO EAGLE MINES LTD Basic Materials 3,641.0 $565K 0.01% +101.0 +2.9% $155.15 +39.3%
444 BIBL NORTHERN LTS FD TR IV 9,735.0 $563K 0.01% -10K -49.9% $57.88 -3.5%
445 GTX GARRETT MOTION INC Consumer Cyclical 15,527.0 $563K 0.01% +3K +19.7% $36.23 -26.5%
446 MGNI MAGNITE INC Communication Services 29,638.0 $563K 0.01% +2K +7.9% $18.98 +23.8%
447 KMI KINDER MORGAN INC DEL Energy 17,554.0 $561K 0.01% -2K -9.8% $31.97 -3.1%
448 ACHIEVE LIFE SCIENCE INC 85,888.0 $561K 0.01% $6.53
449 ROK ROCKWELL AUTOMATION INC Industrials 1,132.0 $560K 0.01% -7.0 -0.6% $495.08 -11.7%
450 TER TERADYNE INC Technology 1,158.0 $560K 0.01% +518.0 +80.9% $483.84 -22.3%
451 XLI SELECT SECTOR SPDR TR 3,023.0 $560K 0.01% +1K +62.3% $185.24 -2.7%
452 YUM YUM BRANDS INC Consumer Cyclical 3,494.0 $559K 0.01% +22.0 +0.6% $159.87 -4.3%
453 AOS SMITH A O CORP Industrials 8,891.0 $558K 0.01% $62.72 +0.6%
454 EMR EMERSON ELEC CO Industrials 3,874.0 $555K 0.01% -867.0 -18.3% $143.15 +9.8%
455 ARM ARM HOLDINGS PLC Technology 1,555.0 $551K 0.01% -323.0 -17.2% $354.57 -31.4%
456 SOXX ISHARES TR 853.0 $547K 0.01% +677.0 +384.7% $640.76 -18.8%
457 WMB WILLIAMS COS INC Energy 7,281.0 $541K 0.01% -2K -17.8% $74.34 -5.2%
458 SBS COMPANHIA DE SANEAMENTO BASI Utilities 93,497.0 $540K 0.01% +72K +339.5% $5.78 -20.2%
459 REGN REGENERON PHARMACEUTICALS Healthcare 859.0 $536K 0.01% +620.0 +259.4% $623.54 +33.8%
460 JMBS JANUS DETROIT STR TR 11,844.0 $533K 0.01% -23K -66.4% $44.99 -1.4%
Page 23 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%