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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 45 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 3,069.0 $153K 0.00% -218.0 -6.6% $49.98 +4.7%
882 WINA WINMARK CORP Consumer Cyclical 362.0 $153K 0.00% +62.0 +20.7% $423.08 -18.6%
883 FICO FAIR ISAAC CORP Technology 128.0 $153K 0.00% -27.0 -17.4% $1194.78 -1.9%
884 WRD WERIDE INC Technology 26,140.0 $152K 0.00% NEW $5.82 +10.8%
885 IYF ISHARES TR 1,180.0 $150K 0.00% -63.0 -5.1% $127.51 +6.8%
886 IAGG ISHARES TR 2,971.0 $150K 0.00% -89K -96.8% $50.60 -1.6%
887 VESTA REAL ESTATE CORP 4,355.0 $149K 0.00% $34.31
888 PSTG EVERPURE INC 1,891.0 $149K 0.00% +31.0 +1.7% $78.79
889 SRE SEMPRA Utilities 1,606.0 $149K 0.00% -324.0 -16.8% $92.71 -10.6%
890 DDS DILLARDS INC Consumer Cyclical 281.0 $148K 0.00% -10.0 -3.4% $528.42 +17.6%
891 VICR VICOR CORP Technology 388.0 $147K 0.00% +374.0 +2671.4% $379.78 -47.2%
892 DLR DIGITAL RLTY TR INC Real Estate 817.0 $147K 0.00% -1K -57.2% $179.61 +6.1%
893 COLD AMERICOLD REALTY TRUST INC Real Estate 9,334.0 $147K 0.00% -6K -41.0% $15.72 -3.0%
894 PKX POSCO HOLDINGS INC Basic Materials 2,851.0 $146K 0.00% -14K -83.4% $51.38 +11.6%
895 TKC TURKCELL ILETISIM Communication Services 24,830.0 $146K 0.00% -17K -40.0% $5.88 -7.1%
896 STT STATE STR CORP Financial Services 859.0 $146K 0.00% -20.0 -2.3% $169.60 +10.3%
897 EWA ISHARES INC 5,155.0 $145K 0.00% -99.0 -1.9% $28.16 +7.0%
898 IPGP IPG PHOTONICS CORP Technology 1,233.0 $145K 0.00% +1K +6389.5% $117.32 -37.6%
899 USIG ISHARES TR 2,806.0 $144K 0.00% +1K +77.2% $51.29 -2.1%
900 LEN LENNAR CORP Consumer Cyclical 1,586.0 $144K 0.00% -169.0 -9.6% $90.49 -3.8%
Page 45 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%