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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 34 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 5,598.0 $298K 0.00% -195.0 -3.4% $53.29 +13.4%
662 ISTB ISHARES TR 6,178.0 $298K 0.00% -75.0 -1.2% $48.25 -0.5%
663 ATRC ATRICURE INC Healthcare 10,585.0 $296K 0.00% -890.0 -7.8% $27.98 +75.1%
664 MUSA MURPHY USA INC Consumer Cyclical 548.0 $295K 0.00% -357.0 -39.5% $538.70 +5.8%
665 TGT TARGET CORP Consumer Defensive 2,257.0 $295K 0.00% -3K -54.1% $130.61 +26.7%
666 CMS CMS ENERGY CORP Utilities 3,845.0 $294K 0.00% -4K -52.5% $76.48 -10.7%
667 MTB M & T BK CORP Financial Services 1,234.0 $294K 0.00% -698.0 -36.1% $238.02 +1.0%
668 ENIC ENEL CHILE SA Utilities 64,476.0 $290K 0.00% -1K -2.2% $4.50 -1.3%
669 EXC EXELON CORP Utilities 6,194.0 $289K 0.00% -235.0 -3.7% $46.62 -6.1%
670 FBK FB FINL CORP Financial Services 5,168.0 $286K 0.00% $55.35 +6.0%
671 VTR VENTAS INC Real Estate 3,208.0 $285K 0.00% -3K -46.7% $88.80 +4.8%
672 AMT AMERICAN TOWER CORP Real Estate 1,738.0 $284K 0.00% -4K -69.6% $163.55 +7.5%
673 LOB LIVE OAK BANCSHARES INC Financial Services 6,908.0 $282K 0.00% +7K +2412.0% $40.84 +0.3%
674 OKE ONEOK INC NEW Energy 3,243.0 $282K 0.00% +490.0 +17.8% $86.94 +7.3%
675 W WAYFAIR INC Consumer Cyclical 3,050.0 $282K 0.00% $92.42 +9.8%
676 NYT NEW YORK TIMES CO MTN BE Communication Services 4,016.0 $281K 0.00% +2K +118.3% $69.98 -6.1%
677 BKR BAKER HUGHES COMPANY Energy 5,064.0 $281K 0.00% -624.0 -11.0% $55.50 +12.3%
678 OC OWENS CORNING NEW Industrials 1,761.0 $280K 0.00% +1K +243.3% $158.96 -6.9%
679 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,408.0 $280K 0.00% +359.0 +4.5% $33.29 +31.2%
680 SPG SIMON PPTY GROUP INC NEW Real Estate 1,247.0 $279K 0.00% -72.0 -5.5% $223.62 -2.4%
Page 34 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%