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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 49 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 NMR NOMURA HLDGS INC Financial Services 13,590.0 $119K 0.00% -417.0 -3.0% $8.78 +10.7%
962 UGP ULTRAPAR PARTICIPACOES SA Energy 23,756.0 $119K 0.00% -4K -14.2% $5.02 +34.3%
963 ESLT ELBIT SYS LTD Industrials 157.0 $119K 0.00% -43.0 -21.5% $758.72 -2.3%
964 HDV ISHARES TR 4,329.0 $119K 0.00% +4K +426.6% $27.41 +8.8%
965 ICUI ICU MED INC Healthcare 808.0 $118K 0.00% +53.0 +7.0% $146.60 +24.7%
966 ALK ALASKA AIR GROUP INC Industrials 2,265.0 $118K 0.00% -22.0 -1.0% $52.20 -22.6%
967 TEX TEREX CORP NEW Industrials 1,632.0 $118K 0.00% -479.0 -22.7% $72.39 -8.2%
968 VDC VANGUARD WORLD FD 522.0 $118K 0.00% $225.49 +2.8%
969 SLGN SILGAN HLDGS INC Consumer Cyclical 2,531.0 $117K 0.00% +904.0 +55.6% $46.39 -8.6%
970 WAB WABTEC Industrials 433.0 $117K 0.00% -116.0 -21.1% $269.54 +10.4%
971 EMB ISHARES TR 1,206.0 $116K 0.00% -16K -93.0% $96.44 -1.8%
972 FITB FIFTH THIRD BANCORP Financial Services 2,057.0 $116K 0.00% +387.0 +23.2% $56.37 -2.7%
973 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 4,457.0 $116K 0.00% -2K -31.1% $26.00 +8.7%
974 HMY HARMONY GOLD MNG LTD Basic Materials 7,612.0 $116K 0.00% -3K -27.3% $15.21 +54.8%
975 FFBC 1ST FINL BANCORP Financial Services 3,417.0 $116K 0.00% -1K -24.7% $33.83 -2.4%
976 CENCORA INC 409.0 $116K 0.00% -884.0 -68.4% $282.45
977 LSCC LATTICE SEMICONDUCTOR CORP Technology 755.0 $115K 0.00% -88.0 -10.4% $152.96 -23.1%
978 POR PORTLAND GEN ELEC CO Utilities 2,228.0 $115K 0.00% -132.0 -5.6% $51.83 -4.3%
979 DFCF DIMENSIONAL ETF TRUST 2,730.0 $115K 0.00% NEW $42.21 -1.8%
980 RAA ETF OPPORTUNITIES TRUST 3,906.0 $115K 0.00% +4K +1882.7% $29.49 +3.5%
Page 49 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%