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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 39 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CROX CROCS INC Consumer Cyclical 1,797.0 $217K 0.00% +896.0 +99.5% $120.65 +1.2%
762 CNMD CONMED CORP Healthcare 6,596.0 $216K 0.00% +3K +71.5% $32.73 +56.0%
763 GLOBUS MED INC 2,730.0 $216K 0.00% NEW $79.01
764 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,749.0 $215K 0.00% -79.0 -4.3% $123.08 +31.0%
765 BLV VANGUARD BD INDEX FDS 3,121.0 $215K 0.00% +121.0 +4.0% $68.93 -4.5%
766 BL BLACKLINE INC Technology 7,648.0 $215K 0.00% +491.0 +6.9% $28.07 +13.4%
767 WY WEYERHAEUSER CO Real Estate 8,928.0 $214K 0.00% -884.0 -9.0% $23.94 +2.0%
768 FAST FASTENAL CO Industrials 4,444.0 $213K 0.00% -3K -42.2% $48.03 +6.7%
769 VALE VALE S A Basic Materials 14,157.0 $213K 0.00% -1K -6.8% $15.04 -3.0%
770 YOU CLEAR SECURE INC Technology 3,809.0 $212K 0.00% $55.73 -22.3%
771 GRID FIRST TR EXCHANGE-TRADED FD 1,107.0 $212K 0.00% $191.75 -5.6%
772 AKRE PROFESIONALLY MANAGED PORTFO 3,972.0 $211K 0.00% +2K +80.3% $53.19 +13.8%
773 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,419.0 $211K 0.00% +998.0 +29.2% $47.74 -10.3%
774 CLX CLOROX CO DEL Consumer Defensive 2,204.0 $210K 0.00% +879.0 +66.3% $95.45 +11.8%
775 EFX EQUIFAX INC Industrials 1,324.0 $210K 0.00% +915.0 +223.7% $158.72 +21.4%
776 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 7,162.0 $210K 0.00% -1K -13.0% $29.29 +21.1%
777 TM TOYOTA MOTOR CORP Consumer Cyclical 1,237.0 $208K 0.00% -3K -68.8% $168.36 +17.2%
778 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,235.0 $208K 0.00% +1K +10000.0% $168.54 -9.5%
779 KNTK KINETIK HOLDINGS INC Energy 4,300.0 $208K 0.00% $48.34 +12.7%
780 EQIX EQUINIX INC Real Estate 199.0 $207K 0.00% -720.0 -78.3% $1040.75 +2.4%
Page 39 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%