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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 30 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CASY CASEYS GEN STORES INC Consumer Cyclical 457.0 $363K 0.00% -102.0 -18.2% $794.79 +5.2%
582 CARR CARRIER GLOBAL CORPORATION Industrials 4,932.0 $362K 0.00% -1K -22.0% $73.34 -17.7%
583 VV VANGUARD INDEX FDS 1,051.0 $361K 0.00% $343.91 +2.5%
584 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,032.0 $361K 0.00% -306.0 -22.9% $350.23 -9.7%
585 NKE NIKE INC Consumer Cyclical 8,801.0 $361K 0.00% -5K -38.2% $41.05 -0.7%
586 BLK BLACKROCK INC Financial Services 375.0 $361K 0.00% -610.0 -61.9% $961.42 +20.3%
587 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 511.0 $359K 0.00% -591.0 -53.6% $703.33 -0.5%
588 CAMT CAMTEK LTD Technology 2,202.0 $359K 0.00% +1K +155.2% $163.12 -10.0%
589 DOC HEALTHPEAK PROPERTIES INC Real Estate 16,744.0 $358K 0.00% -6K -27.5% $21.40 +0.0%
590 SPOT SPOTIFY TECHNOLOGY S A Communication Services 780.0 $358K 0.00% -413.0 -34.6% $459.14 +16.2%
591 ANGLOGOLD ASHANTI PLC 4,409.0 $357K 0.00% +116.0 +2.7% $80.89
592 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,240.0 $356K 0.00% -1K -25.2% $109.75 -0.4%
593 DOW DOW HLDGS INC Basic Materials 12,986.0 $355K 0.00% -5K -27.0% $27.36 +18.2%
594 DINO HF SINCLAIR CORP Energy 5,088.0 $354K 0.00% +207.0 +4.2% $69.65 +39.7%
595 MFC MANULIFE FINL CORP Financial Services 8,726.0 $353K 0.00% $40.51 +4.9%
596 NVO NOVO-NORDISK A S Healthcare 7,262.0 $348K 0.00% -3K -31.1% $47.94 -2.5%
597 JVAL J P MORGAN EXCHANGE TRADED F 5,935.0 $348K 0.00% -17K -73.7% $58.64 +1.7%
598 HUBS HUBSPOT INC Technology 1,905.0 $348K 0.00% +934.0 +96.2% $182.51 +31.5%
599 FIS FIDELITY NATL INFORMATION SV Technology 8,943.0 $348K 0.00% -2K -16.9% $38.88 +6.3%
600 IWY ISHARES TR 1,194.0 $347K 0.00% +13.0 +1.1% $290.62 -1.7%
Page 30 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%