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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 51 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ICSH ISHARES TR 2,166.0 $110K 0.00% $50.59 -0.1%
1002 BIIB BIOGEN INC Healthcare 507.0 $110K 0.00% -333.0 -39.6% $216.09 +0.3%
1003 AGCO AGCO CORP Industrials 915.0 $110K 0.00% -2K -63.5% $119.70 -10.8%
1004 OMC OMNICOM GROUP INC Communication Services 1,501.0 $109K 0.00% -1K -44.9% $72.85 +20.2%
1005 IOO ISHARES TR 800.0 $109K 0.00% $136.60 +5.3%
1006 PDBC INVESCO ACTVELY MNGD ETC FD 6,872.0 $109K 0.00% +431.0 +6.7% $15.88 +17.4%
1007 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,535.0 $109K 0.00% +439.0 +40.0% $70.86 +2.8%
1008 HL HECLA MINING COMPANY Basic Materials 7,047.0 $109K 0.00% +1K +21.8% $15.43 +34.3%
1009 PPG PPG INDS INC Basic Materials 896.0 $109K 0.00% -69.0 -7.2% $121.29 -6.3%
1010 COIN COINBASE GLOBAL INC Financial Services 743.0 $109K 0.00% -197.0 -21.0% $146.19 +27.6%
1011 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 373.0 $109K 0.00% -11.0 -2.9% $291.17 -10.1%
1012 PGX INVESCO EXCH TRADED FD TR II 10,009.0 $109K 0.00% -330.0 -3.2% $10.84 -2.2%
1013 GBCI GLACIER BANCORP INC NEW Financial Services 2,092.0 $108K 0.00% -226.0 -9.8% $51.58 -8.4%
1014 HST HOST HOTELS & RESORTS INC Real Estate 4,522.0 $107K 0.00% -131.0 -2.8% $23.71 -2.1%
1015 FBNC FIRST BANCORP N C Financial Services 1,677.0 $107K 0.00% -178.0 -9.6% $63.93 +1.2%
1016 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 599.0 $107K 0.00% -193.0 -24.4% $178.95 +21.2%
1017 COWZ PACER FDS TR 1,719.0 $107K 0.00% $62.20 +15.8%
1018 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 6,298.0 $107K 0.00% -686.0 -9.8% $16.96 -5.5%
1019 AIG AMERICAN INTL GROUP INC Financial Services 1,429.0 $106K 0.00% -268.0 -15.8% $74.52 +2.1%
1020 L LOEWS CORP Financial Services 940.0 $106K 0.00% $113.21 -3.0%
Page 51 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%