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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 50 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 URA GLOBAL X FDS 2,632.0 $115K 0.00% +2K +777.3% $43.70 +5.4%
982 KASPI KZ JSC 1,322.0 $115K 0.00% +31.0 +2.4% $86.64
983 KBH KB HOME Consumer Cyclical 1,818.0 $114K 0.00% +320.0 +21.4% $62.60 -11.6%
984 DASH DOORDASH INC Communication Services 615.0 $113K 0.00% -2K -77.8% $184.38 +21.2%
985 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 4,217.0 $113K 0.00% +1K +34.9% $26.85 -5.1%
986 RACE FERRARI N V Consumer Cyclical 303.0 $113K 0.00% -6.0 -1.9% $372.29 +17.3%
987 ONTO ONTO INNOVATION INC Technology 297.0 $112K 0.00% -109.0 -26.9% $378.45 -22.5%
988 UGI UGI CORP NEW Utilities 3,254.0 $112K 0.00% -2K -33.4% $34.54 +8.8%
989 MKL MARKEL GROUP INC Financial Services 58.0 $112K 0.00% -72.0 -55.4% $1936.17 -7.3%
990 CARG CARGURUS INC Consumer Cyclical 3,293.0 $112K 0.00% -671.0 -16.9% $34.09 +8.1%
991 IGRO ISHARES TR 1,275.0 $112K 0.00% $87.93 +5.5%
992 EQT EQT CORP Energy 2,108.0 $112K 0.00% +408.0 +24.0% $53.17 +1.0%
993 LZB LA Z BOY INC Consumer Cyclical 2,793.0 $112K 0.00% +22.0 +0.8% $40.12 -16.0%
994 CIG CIA ENERGETICA DE MINAS GERA Utilities 53,267.0 $112K 0.00% -20K -27.8% $2.10 -8.6%
995 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 447.0 $112K 0.00% +353.0 +375.5% $249.98 -4.1%
996 JLL JONES LANG LASALLE INC Real Estate 358.0 $111K 0.00% -97.0 -21.3% $310.16 +24.9%
997 VIGI VANGUARD WHITEHALL FDS 1,184.0 $111K 0.00% $93.37 +5.6%
998 PUK PRUDENTIAL PLC Financial Services 4,115.0 $110K 0.00% +29.0 +0.7% $26.81 +5.0%
999 HMC HONDA MOTOR CO LTD Consumer Cyclical 4,051.0 $110K 0.00% -2K -28.8% $27.11 +23.1%
1000 ALAB ASTERA LABS INC Technology 227.0 $110K 0.00% +111.0 +95.7% $483.02 -41.0%
Page 50 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%