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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 35 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DVY ISHARES TR 1,784.0 $279K 0.00% +739.0 +70.7% $156.27 +5.0%
682 SIL GLOBAL X FDS 3,587.0 $278K 0.00% +168.0 +4.9% $77.46 +28.5%
683 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,182.0 $276K 0.00% -36.0 -3.0% $233.13 +1.9%
684 HRB BLOCK H & R INC Consumer Cyclical 7,213.0 $275K 0.00% +357.0 +5.2% $38.08 +41.0%
685 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,826.0 $274K 0.00% +361.0 +10.4% $71.74 +1.0%
686 RL RALPH LAUREN CORP Consumer Cyclical 679.0 $273K 0.00% +43.0 +6.8% $401.62 -7.2%
687 UNM UNUM GROUP Financial Services 3,044.0 $272K 0.00% -86.0 -2.8% $89.41 -1.8%
688 GSK GSK PLC Healthcare 5,179.0 $271K 0.00% -95.0 -1.8% $52.42 -0.0%
689 COKE COCA COLA CONS INC Consumer Defensive 1,419.0 $271K 0.00% +787.0 +124.5% $190.96 -1.0%
690 ED CONSOLIDATED EDISON INC Utilities 2,449.0 $271K 0.00% -1K -33.1% $110.63 -3.9%
691 ORI OLD REP INTL CORP Financial Services 6,608.0 $270K 0.00% +4K +116.2% $40.92 +1.6%
692 TDG TRANSDIGM GROUP INC Industrials 202.0 $269K 0.00% +66.0 +48.5% $1333.09 -10.0%
693 NUE NUCOR CORP Basic Materials 1,206.0 $269K 0.00% +344.0 +39.9% $222.76 +9.4%
694 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,558.0 $266K 0.00% +499.0 +16.3% $74.72 +0.9%
695 BK BANK OF NY MELLON CORP Financial Services 1,837.0 $266K 0.00% -4K -67.0% $144.63 -1.9%
696 STIP ISHARES TR 2,590.0 $265K 0.00% +3K +3020.5% $102.16 -1.2%
697 ASAN ASANA INC Technology 37,480.0 $262K 0.00% +8K +26.6% $7.00 +36.9%
698 SPYG SPDR SERIES TRUST 2,196.0 $261K 0.00% -227.0 -9.4% $119.01 +1.0%
699 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,017.0 $260K 0.00% +538.0 +112.3% $255.81 +25.7%
700 ZS ZSCALER INC Technology 1,842.0 $260K 0.00% +958.0 +108.4% $141.15 +28.8%
Page 35 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%