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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 40 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WTS WATTS WATER TECHNOLOGIES INC Industrials 529.0 $207K 0.00% +459.0 +655.7% $391.45 -4.1%
782 RB GLOBAL INC 1,774.0 $207K 0.00% -245.0 -12.1% $116.42
783 SIMO SILICON MOTION TECHNOLOGY CO Technology 618.0 $206K 0.00% -1K -67.3% $333.06 -22.4%
784 TLN TALEN ENERGY CORP Utilities 532.0 $204K 0.00% +492.0 +1230.0% $384.26 -18.2%
785 IDA IDACORP INC Utilities 1,340.0 $203K 0.00% -83.0 -5.8% $151.26 -9.3%
786 DFUV DIMENSIONAL ETF TRUST 3,675.0 $202K 0.00% -41K -91.8% $55.01 +4.4%
787 JAMES HARDIE INDS PLC 7,690.0 $201K 0.00% +2K +28.0% $26.18
788 SLF SUN LIFE FINANCIAL INC. Financial Services 2,562.0 $201K 0.00% +426.0 +19.9% $78.42 +0.7%
789 OPCH OPTION CARE HEALTH INC Healthcare 9,528.0 $200K 0.00% +341.0 +3.7% $20.97 +13.0%
790 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 20,875.0 $200K 0.00% $9.57 +2.3%
791 VT VANGUARD INTL EQUITY INDEX F 1,270.0 $199K 0.00% -5K -80.4% $157.00 +2.4%
792 SEZL SEZZLE INC Financial Services 1,159.0 $199K 0.00% +430.0 +59.0% $171.63 -30.6%
793 ICLR ICON PUB LTD CO Healthcare 1,132.0 $197K 0.00% +918.0 +429.0% $173.71 -0.9%
794 SPYV SPDR SERIES TRUST 3,231.0 $196K 0.00% +525.0 +19.4% $60.79 +4.5%
795 CCJ CAMECO CORP Energy 1,925.0 $196K 0.00% +2K +1733.3% $101.87 +0.6%
796 XME SPDR SERIES TRUST 1,828.0 $195K 0.00% +2K +509.3% $106.93 +11.6%
797 FTCS FIRST TR EXCHANGE-TRADED FD 2,080.0 $195K 0.00% +13.0 +0.6% $93.92 +8.1%
798 BBD BANCO BRADESCO S A Financial Services 55,742.0 $193K 0.00% -29K -34.0% $3.47 -10.4%
799 INNOVATOR ETFS TRUST 6,191.0 $192K 0.00% -491.0 -7.3% $31.08
800 PRI PRIMERICA INC Financial Services 677.0 $192K 0.00% +126.0 +22.9% $284.20 +4.1%
Page 40 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%