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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 56 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 FMS FRESENIUS MEDICAL CARE AG Healthcare 3,884.0 $88K 0.00% -1K -21.9% $22.61 +3.8%
1102 HIMX HIMAX TECHNOLOGIES INC Technology 5,724.0 $88K 0.00% -1K -17.3% $15.34 -12.5%
1103 CVSA COVISTA INC Consumer Cyclical 703.0 $88K 0.00% +260.0 +58.7% $124.66 +7.2%
1104 BBWI BATH & BODY WORKS INC Consumer Cyclical 3,772.0 $87K 0.00% +969.0 +34.6% $23.13 -17.0%
1105 PIPR PIPER SANDLER COMPANIES Financial Services 1,206.0 $87K 0.00% NEW $72.34 +2.8%
1106 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 2,122.0 $87K 0.00% NEW $41.02 -11.6%
1107 ETSY INC 1,154.0 $87K 0.00% +116.0 +11.2% $75.33
1108 CDW CDW CORP Technology 618.0 $87K 0.00% -254.0 -29.1% $140.64 -5.0%
1109 SPHD INVESCO EXCH TRADED FD TR II 1,707.0 $87K 0.00% +1K +215.5% $50.84 +4.9%
1110 MPLX MPLX LP Energy 1,535.0 $86K 0.00% -25.0 -1.6% $56.33 +4.2%
1111 IONQ IONQ INC Technology 1,605.0 $85K 0.00% $53.26 -21.5%
1112 SCHC SCHWAB STRATEGIC TR 1,773.0 $85K 0.00% $48.12 +6.3%
1113 CYD CHINA YUCHAI INTL LTD Industrials 1,790.0 $85K 0.00% NEW $47.41 -18.0%
1114 GLPI GAMING & LEISURE P Real Estate 1,905.0 $85K 0.00% NEW $44.53 -1.7%
1115 PSN PARSONS CORP DEL Industrials 1,617.0 $85K 0.00% -194.0 -10.7% $52.39 -7.5%
1116 IXC ISHARES TR 1,722.0 $85K 0.00% +366.0 +27.0% $49.12 +17.6%
1117 USFD US FOODS HLDG CORP Consumer Defensive 824.0 $84K 0.00% +22.0 +2.7% $102.27 +7.2%
1118 SBLK STAR BULK CARRIERS CORP. Industrials 3,374.0 $84K 0.00% -2K -39.3% $24.97 +22.0%
1119 FCG FIRST TR EXCHANGE-TRADED FD 3,163.0 $84K 0.00% NEW $26.61 +16.6%
1120 UEC URANIUM ENERGY CORP Energy 7,879.0 $84K 0.00% NEW $10.66 +17.4%
Page 56 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%