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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 5 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHW SHERWIN WILLIAMS CO Basic Materials 19,836.0 $6.8M 0.07% +18K +1091.3% $344.30 +1.6%
82 AMD ADVANCED MICRO DEVICES INC Technology 11,571.0 $6.7M 0.07% +4K +59.3% $580.94 -12.9%
83 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,951.0 $6.7M 0.07% -6K -41.0% $746.76 +3.5%
84 GOVT ISHARES TR 287,257.0 $6.5M 0.07% +225K +364.8% $22.78 -1.5%
85 TFC TRUIST FINL CORP Financial Services 129,807.0 $6.5M 0.07% +31K +31.0% $49.82 +5.4%
86 PINNACLE FINL PARTNERS INC 63,913.0 $6.4M 0.07% NEW $100.88
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,859.0 $6.4M 0.07% -428.0 -5.9% $935.53 +1.9%
88 VUG VANGUARD INDEX FDS 73,025.0 $6.3M 0.07% +63K +650.2% $86.14 +3.2%
89 TSLA TESLA INC Consumer Cyclical 14,906.0 $6.3M 0.07% +532.0 +3.7% $420.59 -19.3%
90 BAND BANDWIDTH INC Technology 97,742.0 $6.2M 0.07% NEW $63.30 -16.6%
91 TCBX THIRD COAST BANCSHARES INC Financial Services 147,082.0 $5.9M 0.06% $40.40 +13.0%
92 CBRE CBRE GROUP INC Real Estate 43,657.0 $5.9M 0.06% -430.0 -1.0% $134.69 +9.9%
93 CHD CHURCH & DWIGHT CO INC Consumer Defensive 60,345.0 $5.8M 0.06% $96.88 +1.1%
94 BLCR BLACKROCK ETF TRUST 113,757.0 $5.7M 0.06% NEW $50.37 +0.6%
95 VGLT VANGUARD SCOTTSDALE FDS 102,264.0 $5.6M 0.06% +4K +4.1% $55.18 -5.1%
96 EFV ISHARES TR 73,685.0 $5.6M 0.06% -115K -61.0% $76.55 +6.6%
97 CVX CHEVRON CORPORATION Energy 33,959.0 $5.6M 0.06% -7K -17.1% $165.76 +22.3%
98 PULS PGIM ETF TR 111,219.0 $5.5M 0.06% +110K +10000.0% $49.55 +0.2%
99 TLH ISHARES TR 54,802.0 $5.5M 0.06% -27K -32.6% $100.35 -4.3%
100 IBM INTERNATIONAL BUSINESS MACHS Technology 19,197.0 $5.4M 0.06% -2K -8.9% $281.21 -18.6%
Page 5 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%