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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 33 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SHOULDER INNOVATIONS INC 15,719.0 $319K 0.00% NEW $20.28
642 BX BLACKSTONE INC Financial Services 2,688.0 $316K 0.00% -651.0 -19.5% $117.70 +21.8%
643 THG HANOVER INS GROUP INC Financial Services 1,454.0 $311K 0.00% +64.0 +4.6% $214.13 +4.2%
644 SF STIFEL FINL CORP Financial Services 4,456.0 $311K 0.00% +2K +55.3% $69.77 +16.0%
645 INTU INTUIT Technology 1,184.0 $309K 0.00% -339.0 -22.3% $261.01 +40.6%
646 DTE DTE ENERGY CO Utilities 2,017.0 $307K 0.00% -499.0 -19.8% $152.37 -11.3%
647 BAR GRANITESHARES GOLD TR Financial Services 7,774.0 $307K 0.00% -1K -15.6% $39.53 +15.0%
648 NTAP NETAPP INC Technology 1,981.0 $307K 0.00% +135.0 +7.3% $154.79 +24.2%
649 SYBT STOCK YDS BANCORP INC Financial Services 4,000.0 $306K 0.00% $76.47 +7.1%
650 STLD STEEL DYNAMICS INC Basic Materials 1,332.0 $306K 0.00% +489.0 +58.0% $229.46 -0.3%
651 RYANAIR HOLDINGS PLC 4,709.0 $305K 0.00% -160.0 -3.3% $64.75
652 ET ENERGY TRANSFER L P Energy 15,924.0 $304K 0.00% -399.0 -2.4% $19.12 +10.8%
653 USFR WISDOMTREE TR 6,021.0 $303K 0.00% +2K +58.4% $50.35 +0.3%
654 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 26,998.0 $302K 0.00% +2K +6.9% $11.20 +10.2%
655 CARNIVAL CORP LTD 10,550.0 $301K 0.00% NEW $28.57
656 DHS WISDOMTREE TR 2,649.0 $301K 0.00% -253.0 -8.7% $113.68 +4.9%
657 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,854.0 $301K 0.00% -22K -70.9% $34.00 +8.5%
658 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 26,976.0 $301K 0.00% +7K +32.2% $11.15 -8.3%
659 EBAY EBAY INC. Consumer Cyclical 2,690.0 $301K 0.00% +1K +71.9% $111.77 -6.8%
660 MAS MASCO CORP Industrials 3,671.0 $299K 0.00% +2K +140.1% $81.37 -9.9%
Page 33 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%