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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 55 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TRIN TRINITY CAP INC Financial Services 5,290.0 $95K 0.00% $17.89 +2.6%
1082 LEA LEAR CORP Consumer Cyclical 699.0 $94K 0.00% +682.0 +4011.8% $134.06 -4.1%
1083 COOPER COS INC 1,298.0 $93K 0.00% -217.0 -14.3% $71.71
1084 KTB KONTOOR BRANDS INC Consumer Cyclical 1,115.0 $93K 0.00% -329.0 -22.8% $83.34 -1.6%
1085 SHLD GLOBAL X FDS 1,553.0 $93K 0.00% NEW $59.71 +12.4%
1086 ARES ARES MANAGEMENT CORPORATION Financial Services 827.0 $92K 0.00% -7K -88.7% $111.31 +26.9%
1087 TILE INTERFACE INC Consumer Cyclical 2,549.0 $91K 0.00% +350.0 +15.9% $35.84 +8.7%
1088 FULT FULTON FINL CORP PA Financial Services 3,766.0 $91K 0.00% -2K -37.5% $24.19 -2.3%
1089 ZM ZOOM COMMUNICATIONS INC Technology 1,050.0 $91K 0.00% +185.0 +21.4% $86.31 +24.5%
1090 RMBS RAMBUS INC DEL Technology 681.0 $90K 0.00% -756.0 -52.6% $132.74 -31.3%
1091 IEX IDEX CORP Industrials 398.0 $90K 0.00% -123.0 -23.6% $226.95 +3.3%
1092 RS RELIANCE INC Basic Materials 241.0 $90K 0.00% -27.0 -10.1% $373.60 +3.8%
1093 ILF ISHARES TR 2,665.0 $90K 0.00% NEW $33.75 +2.8%
1094 LH LABCORP HOLDINGS INC Healthcare 320.0 $90K 0.00% -13.0 -3.9% $280.00 +20.1%
1095 BCO BRINKS CO Industrials 943.0 $89K 0.00% -114.0 -10.8% $94.49 +17.9%
1096 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 874.0 $89K 0.00% +258.0 +41.9% $101.88 +10.5%
1097 KRE SPDR SERIES TRUST 1,187.0 $89K 0.00% +1K +637.3% $74.85 +0.0%
1098 IQVIA HLDGS INC 458.0 $88K 0.00% -79.0 -14.7% $193.22
1099 PEGA PEGASYSTEMS INC Technology 2,939.0 $88K 0.00% +2K +168.2% $29.97 +12.0%
1100 XRAY DENTSPLY SIRONA INC Healthcare 8,278.0 $88K 0.00% -3K -26.9% $10.61 +2.9%
Page 55 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%