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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 52 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,343.0 $106K 0.00% -83.0 -5.8% $79.22 +6.4%
1022 UFPI UFP INDUSTRIES INC Basic Materials 1,171.0 $106K 0.00% +393.0 +50.5% $90.74 -2.1%
1023 FHN FIRST HORIZON CORPORATION Financial Services 4,129.0 $106K 0.00% -100.0 -2.4% $25.64 -3.9%
1024 FUTU FUTU HLDGS LTD Financial Services 1,127.0 $106K 0.00% -180.0 -13.8% $93.74 +31.9%
1025 SHM SPDR SERIES TRUST 2,194.0 $105K 0.00% +1K +122.3% $47.97 -0.4%
1026 RY ROYAL BK CDA Financial Services 507.0 $105K 0.00% -15K -96.7% $206.97 -0.8%
1027 ACA ARCOSA INC Industrials 719.0 $104K 0.00% -220.0 -23.4% $145.29 -0.3%
1028 ILMN ILLUMINA INC Healthcare 594.0 $104K 0.00% +66.0 +12.5% $175.83 +24.8%
1029 RVTY REVVITY INC Healthcare 933.0 $104K 0.00% +10.0 +1.1% $111.23 +12.2%
1030 HAS HASBRO INC Consumer Cyclical 1,252.0 $103K 0.00% -1K -45.6% $82.58 +13.3%
1031 GRAB GRAB HOLDINGS LIMITED Technology 27,424.0 $103K 0.00% -4K -11.5% $3.77 -7.7%
1032 PHG KONINKLIJKE PHILIPS N V Healthcare 3,800.0 $103K 0.00% -83.0 -2.1% $27.19 +0.8%
1033 PHI PLDT INC Communication Services 5,887.0 $103K 0.00% -7K -53.0% $17.52 +10.6%
1034 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 5,451.0 $103K 0.00% -4K -40.6% $18.87 +21.0%
1035 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 405.0 $103K 0.00% -156.0 -27.8% $253.16 -16.2%
1036 DOL WISDOMTREE TR 1,377.0 $102K 0.00% $74.36 +3.9%
1037 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 253.0 $102K 0.00% -20.0 -7.3% $401.84 +1.1%
1038 NXST NEXSTAR MEDIA GROUP INC Communication Services 567.0 $101K 0.00% -663.0 -53.9% $178.68 +4.2%
1039 CSR CENTERSPACE Real Estate 1,798.0 $101K 0.00% $56.19 -4.0%
1040 MLM MARTIN MARIETTA MATLS INC Basic Materials 175.0 $101K 0.00% -70.0 -28.6% $575.75 -7.1%
Page 52 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%