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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 37 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DV DOUBLEVERIFY HLDGS INC Technology 22,721.0 $246K 0.00% NEW $10.84 +22.8%
722 KELYA KELLY SVCS INC Industrials 20,000.0 $246K 0.00% $12.28 +39.2%
723 AIRR FIRST TR EXCHANGE TRADED FD 1,842.0 $245K 0.00% NEW $133.25 -13.5%
724 WFRD WEATHERFORD INTL PLC Energy 3,004.0 $245K 0.00% +425.0 +16.5% $81.49 +11.1%
725 WGMI VALKYRIE ETF TRUST II 3,878.0 $245K 0.00% $63.07 -27.5%
726 IDCC INTERDIGITAL INC Technology 856.0 $242K 0.00% -581.0 -40.4% $283.09 +21.0%
727 BDC BELDEN INC Technology 2,011.0 $241K 0.00% +37.0 +1.9% $119.94 +2.1%
728 IWX ISHARES TR 2,286.0 $240K 0.00% -880.0 -27.8% $105.16 +6.8%
729 CMC COMMERCIAL METALS CO Basic Materials 3,823.0 $240K 0.00% -3K -46.0% $62.76 +5.7%
730 CATY CATHAY GEN BANCORP Financial Services 3,850.0 $239K 0.00% NEW $61.99 +0.5%
731 PMAR INNOVATOR ETFS TRUST 4,996.0 $239K 0.00% $47.77 +1.7%
732 WF WOORI FINL GROUP INC Financial Services 4,141.0 $238K 0.00% -11K -72.4% $57.40 +19.2%
733 NXPI NXP SEMICONDUCTORS N V Technology 844.0 $237K 0.00% -1K -58.0% $281.18 -19.8%
734 STM STMICROELECTRONICS N V Technology 3,166.0 $237K 0.00% -796.0 -20.1% $74.89 -32.5%
735 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,472.0 $236K 0.00% +25.0 +1.7% $160.37 +11.3%
736 ONB OLD NATL BANCORP IND Financial Services 9,094.0 $236K 0.00% -3K -24.4% $25.90 -0.4%
737 SE SEA LTD Consumer Cyclical 2,452.0 $235K 0.00% +154.0 +6.7% $95.82 +22.7%
738 CDNS CADENCE DESIGN SYSTEM INC Technology 623.0 $234K 0.00% -915.0 -59.5% $375.37 -15.0%
739 MLI MUELLER INDS INC Industrials 1,901.0 $234K 0.00% +952.0 +100.3% $122.93 -48.6%
740 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,349.0 $234K 0.00% -403.0 -23.0% $173.12 -7.6%
Page 37 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%