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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 42 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 UAL UNITED AIRLS HLDGS INC Industrials 1,301.0 $177K 0.00% +904.0 +227.7% $135.99 -16.8%
822 WDS WOODSIDE ENERGY GROUP LTD Energy 9,137.0 $177K 0.00% -2K -20.7% $19.32 +25.9%
823 FEDEX FGHT HLDG CO INC 1,166.0 $176K 0.00% NEW $151.00
824 GFI GOLD FIELDS LTD Basic Materials 5,241.0 $176K 0.00% +499.0 +10.5% $33.59 +42.3%
825 LKQ LKQ CORP Consumer Cyclical 6,680.0 $176K 0.00% +186.0 +2.9% $26.33 -2.1%
826 EMLP FIRST TR EXCHANGE-TRADED FD 4,033.0 $175K 0.00% +2K +78.5% $43.50 +0.5%
827 AEE AMEREN CORP Utilities 1,549.0 $175K 0.00% -590.0 -27.6% $113.04 -6.1%
828 ADSK AUTODESK INC Technology 900.0 $175K 0.00% -383.0 -29.9% $194.33 +30.6%
829 BBH TR 10,033.0 $175K 0.00% NEW $17.40
830 CWB SPDR SERIES TRUST 1,608.0 $173K 0.00% +1K +436.0% $107.82 -3.8%
831 CANADIAN PACIFIC KANSAS CITY 2,000.0 $173K 0.00% +950.0 +90.5% $86.66
832 TLT ISHARES TR 1,999.0 $173K 0.00% +32.0 +1.6% $86.42 -5.1%
833 CTAS CINTAS CORP Industrials 1,016.0 $173K 0.00% -1K -55.2% $170.00 +19.9%
834 DLS WISDOMTREE TR 2,061.0 $173K 0.00% $83.79 +6.2%
835 XLU SELECT SECTOR SPDR TR 3,777.0 $171K 0.00% -3K -46.3% $45.34 -5.7%
836 PPA INVESCO EXCHANGE TRADED FD T 967.0 $171K 0.00% +780.0 +417.1% $176.65 -1.7%
837 CNO CNO FINL GROUP INC Financial Services 3,341.0 $170K 0.00% -122.0 -3.5% $50.98 +5.0%
838 AAT AMERICAN ASSETS TR INC Real Estate 6,884.0 $170K 0.00% +7K +10000.0% $24.69 -7.5%
839 MLPA GLOBAL X FDS 3,199.0 $170K 0.00% -2K -39.2% $53.08 +6.2%
840 MTZ MASTEC INC Industrials 408.0 $170K 0.00% +17.0 +4.3% $416.06 -36.0%
Page 42 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%