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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 38 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VPU VANGUARD WORLD FD 1,193.0 $234K 0.00% +274.0 +29.8% $195.73 -5.5%
742 TIP ISHARES TR 2,121.0 $232K 0.00% +1K +100.7% $109.43 -2.1%
743 DGX QUEST DIAGNOSTICS INC Healthcare 1,090.0 $231K 0.00% -606.0 -35.7% $211.98 +15.3%
744 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 3,703.0 $230K 0.00% +830.0 +28.9% $62.22 -31.6%
745 IJT ISHARES TR 1,290.0 $230K 0.00% -288.0 -18.2% $178.60 -2.6%
746 BEONE MEDICINES LTD 805.0 $229K 0.00% -95.0 -10.6% $284.94
747 DB DEUTSCHE BK AG Financial Services 6,794.0 $229K 0.00% -978.0 -12.6% $33.76 +12.0%
748 MWA MUELLER WTR PRODS INC Industrials 8,815.0 $228K 0.00% +870.0 +10.9% $25.83 -3.4%
749 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,097.0 $226K 0.00% +8K +267.8% $20.33 +3.7%
750 SHYG ISHARES TR 5,302.0 $225K 0.00% +5K +4318.3% $42.41 -0.4%
751 CX CEMEX SA EURO MTN BE 144A Basic Materials 18,636.0 $224K 0.00% -9K -31.9% $12.00 -7.4%
752 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,686.0 $223K 0.00% -1K -41.8% $132.54 +2.7%
753 SLB SLB LIMITED Energy 4,805.0 $223K 0.00% -1K -19.0% $46.49 +15.9%
754 SCHA SCHWAB STRATEGIC TR 6,178.0 $223K 0.00% -99.0 -1.6% $36.13 -3.6%
755 VST VISTRA CORP Utilities 1,391.0 $221K 0.00% +165.0 +13.5% $158.63 -14.1%
756 KR KROGER CO Consumer Defensive 3,958.0 $220K 0.00% -344.0 -8.0% $55.53 +4.3%
757 COHR COHERENT CORP Technology 556.0 $219K 0.00% -52.0 -8.6% $394.48 -26.6%
758 SMURFIT WESTROCK PLC 4,731.0 $219K 0.00% -12K -70.9% $46.26
759 NTRS NORTHERN TR CORP Financial Services 1,252.0 $218K 0.00% -393.0 -23.9% $173.87 +5.8%
760 TTEK TETRA TECH INC NEW Industrials 7,518.0 $217K 0.00% +6K +369.3% $28.89 +28.1%
Page 38 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%