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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 46 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HLNE HAMILTON LANE INC Financial Services 1,819.0 $143K 0.00% NEW $78.83 +33.6%
902 WRB BERKLEY W R CORP Financial Services 2,030.0 $143K 0.00% -663.0 -24.6% $70.53 -2.7%
903 PCAR PACCAR INC Industrials 1,191.0 $143K 0.00% -28.0 -2.3% $120.13 +9.1%
904 VNET VNET GROUP INC Technology 17,666.0 $142K 0.00% +5K +37.4% $8.04 -16.4%
905 VCSH VANGUARD SCOTTSDALE FDS 1,795.0 $142K 0.00% -60K -97.1% $79.04 -0.6%
906 MP MP MATERIALS CORP Basic Materials 2,530.0 $142K 0.00% +2K +166.6% $56.01 +7.2%
907 UTES ETFIS SER TR I 1,729.0 $141K 0.00% NEW $81.74 -9.4%
908 ZTS ZOETIS INC Healthcare 1,965.0 $141K 0.00% -3K -57.5% $71.84 +8.2%
909 ARKQ ARK ETF TR 1,067.0 $141K 0.00% +364.0 +51.8% $132.16 -5.0%
910 ARGX ARGENX SE Healthcare 151.0 $140K 0.00% -13.0 -7.9% $927.89 +12.1%
911 IWV ISHARES TR 328.0 $140K 0.00% -59.0 -15.2% $426.90 +2.2%
912 BAYTEX ENERGY CORP 34,729.0 $139K 0.00% NEW $4.00
913 AER AERCAP HOLDINGS NV Industrials 952.0 $139K 0.00% -607.0 -38.9% $145.75 +0.4%
914 CFG CITIZENS FINL GROUP INC Financial Services 1,962.0 $137K 0.00% -859.0 -30.4% $70.07 -0.3%
915 NU NU HLDGS LTD Financial Services 10,280.0 $137K 0.00% -29K -73.6% $13.36 +9.1%
916 MMSI MERIT MED SYS INC Healthcare 1,973.0 $137K 0.00% +120.0 +6.5% $69.34 +30.9%
917 TREKOR METALS LTD 19,874.0 $137K 0.00% NEW $6.88
918 CIFR CIPHER DIGITAL INC Financial Services 5,575.0 $137K 0.00% $24.50 -35.7%
919 LANDBRIDGE COMPANY LLC 1,710.0 $136K 0.00% $79.24
920 GFF GRIFFON CORP Industrials 1,387.0 $135K 0.00% +272.0 +24.4% $97.54 +3.1%
Page 46 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%