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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 47 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BRO BROWN & BROWN INC Financial Services 2,098.0 $135K 0.00% +1K +155.2% $64.15 +13.7%
922 SSNC SS&C TECH HLDGS Technology 2,128.0 $132K 0.00% +1K +144.9% $62.06 +33.7%
923 LOGI LOGITECH INTL S A Technology 1,403.0 $132K 0.00% -512.0 -26.7% $94.04 +2.1%
924 PONY AI INC 18,958.0 $132K 0.00% NEW $6.95
925 DBC INVESCO DB COMMDY INDX TRCK Financial Services 4,910.0 $131K 0.00% $26.66 +17.3%
926 SSL SASOL LTD Basic Materials 13,304.0 $131K 0.00% +7K +117.3% $9.82 +27.2%
927 HOOD ROBINHOOD MKTS INC Financial Services 1,298.0 $130K 0.00% -1K -47.4% $100.28 +7.8%
928 MAA MID-AMER APT CMNTYS INC Real Estate 934.0 $130K 0.00% -107.0 -10.3% $138.94 -5.5%
929 HAL HALLIBURTON CO Energy 3,796.0 $129K 0.00% -1K -23.0% $33.95 +4.1%
930 WTM WHITE MTNS INS GROUP LTD Financial Services 62.0 $129K 0.00% -27.0 -30.3% $2073.39 +1.8%
931 BLOK AMPLIFY ETF TR 2,048.0 $128K 0.00% +2K +1156.4% $62.63 +0.5%
932 EVEREST GROUP LTD 359.0 $128K 0.00% -419.0 -53.9% $357.23
933 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 4,216.0 $127K 0.00% +962.0 +29.6% $30.17 +16.0%
934 PPL PPL CORP Utilities 3,496.0 $127K 0.00% -2K -39.6% $36.35 -5.4%
935 SMMU PIMCO ETF TR 2,511.0 $127K 0.00% $50.50 -0.4%
936 TFLO ISHARES TR 2,500.0 $127K 0.00% $50.63 -0.0%
937 IHI ISHARES TR 2,532.0 $125K 0.00% +448.0 +21.5% $49.41 +13.7%
938 HSBC HSBC HLDGS PLC Financial Services 1,315.0 $125K 0.00% -376.0 -22.2% $95.06 +9.6%
939 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,945.0 $125K 0.00% -253.0 -11.5% $64.02 +16.9%
940 NXT NEXTPOWER INC Technology 1,045.0 $125K 0.00% +335.0 +47.2% $119.14 -27.7%
Page 47 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%