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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 4 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWD ISHARES TR 42,702.0 $10.4M 0.11% -14K -24.6% $242.43 +6.2%
62 HGER HARBOR ETF TRUST 338,031.0 $9.9M 0.10% NEW $29.34 +16.5%
63 VOOV VANGUARD ADMIRAL FDS INC 41,824.0 $9.2M 0.10% -991.0 -2.3% $219.21 +4.6%
64 HD HOME DEPOT INC Consumer Cyclical 25,202.0 $8.9M 0.09% -2K -8.3% $352.67 -3.4%
65 AMAT APPLIED MATLS INC Technology 12,251.0 $8.9M 0.09% +717.0 +6.2% $723.03 -30.5%
66 FLKR FRANKLIN TEMPLETON ETF TR 131,252.0 $8.7M 0.09% NEW $66.08 -13.0%
67 SGOV ISHARES TR 85,751.0 $8.6M 0.09% +65K +323.4% $100.67 -0.1%
68 LRCX LAM RESEARCH CORP Technology 19,846.0 $8.6M 0.09% +2K +13.0% $433.34 -26.3%
69 SO SOUTHERN CO Utilities 87,376.0 $8.4M 0.09% $95.71 -3.3%
70 EFG ISHARES TR 65,912.0 $8.2M 0.09% +59K +848.8% $124.42 +0.5%
71 EMXC ISHARES INC 79,113.0 $8.1M 0.09% -30K -27.6% $102.30 -6.5%
72 BAI BLACKROCK ETF TRUST 152,995.0 $8.1M 0.09% -73K -32.3% $52.72 -13.9%
73 PG PROCTER & GAMBLE CO Consumer Defensive 54,877.0 $8.0M 0.08% -15K -21.4% $146.64 -2.1%
74 QQQ INVESCO QQQ TR Financial Services 10,598.0 $7.8M 0.08% -130.0 -1.2% $736.42 -2.5%
75 VTV VANGUARD INDEX FDS 34,542.0 $7.5M 0.08% -9K -21.1% $217.93 +4.2%
76 HCA HCA HEALTHCARE INC Healthcare 18,916.0 $7.4M 0.08% -5K -20.3% $389.88 +6.8%
77 J P MORGAN EXCHANGE TRADED F 101,707.0 $7.4M 0.08% +14K +16.6% $72.28
78 META META PLATFORMS INC Communication Services 12,740.0 $7.2M 0.07% -2K -13.4% $563.30 -2.8%
79 ACWX ISHARES TR 91,099.0 $6.9M 0.07% -8K -8.5% $76.11 +1.4%
80 WMT WALMART INC Consumer Defensive 60,695.0 $6.9M 0.07% -12K -16.3% $113.26 +1.7%
Page 4 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%