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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 6 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 41,616.0 $5.3M 0.06% -7K -14.4% $128.50 +6.7%
102 BLACKROCK ETF TRUST 143,286.0 $5.2M 0.06% NEW $36.60
103 BLACKROCK ETF TRUST 155,284.0 $4.9M 0.05% NEW $31.78
104 MMM 3M CO Industrials 30,401.0 $4.9M 0.05% -4K -11.5% $161.91 +12.0%
105 CSCO CISCO SYS INC Technology 41,639.0 $4.9M 0.05% +3K +6.8% $117.46 -5.3%
106 MUB ISHARES TR 44,872.0 $4.8M 0.05% +4K +10.5% $107.62 -2.2%
107 AIT APPLIED INDL TECHNOLOGIES IN Industrials 14,257.0 $4.8M 0.05% +879.0 +6.6% $338.14 +4.8%
108 THRO BLACKROCK ETF TRUST 108,932.0 $4.7M 0.05% -80K -42.2% $43.11 +1.9%
109 PEP PEPSICO INC Consumer Defensive 34,470.0 $4.7M 0.05% -7K -16.3% $135.40 +3.5%
110 PM PHILIP MORRIS INTL INC Consumer Defensive 25,765.0 $4.7M 0.05% -953.0 -3.6% $180.91 +3.7%
111 AIQ GLOBAL X FDS 69,134.0 $4.5M 0.05% +6K +8.8% $65.61 -4.3%
112 ASML ASML HLDG NV Technology 2,247.0 $4.5M 0.05% +1K +81.8% $1989.54 -9.9%
113 ARKB ARK 21SHARES BITCOIN ETF Financial Services 224,780.0 $4.4M 0.05% +61K +37.6% $19.46 +9.4%
114 V VISA INC Financial Services 12,713.0 $4.4M 0.05% -294.0 -2.3% $343.09 +6.2%
115 IALT BLACKROCK ETF TRUST 155,107.0 $4.4M 0.05% NEW $28.05 +3.2%
116 MCK MCKESSON CORP Healthcare 5,731.0 $4.3M 0.04% +518.0 +9.9% $755.59 +16.6%
117 PPTY ETF SER SOLUTIONS 124,717.0 $4.3M 0.04% -79K -38.8% $34.26 -1.5%
118 LMT LOCKHEED MARTIN CORP Industrials 8,161.0 $4.2M 0.04% -72.0 -0.9% $509.43 +19.1%
119 DUK DUKE ENERGY CORP NEW Utilities 32,213.0 $4.1M 0.04% -4K -11.8% $126.58 -1.3%
120 GE GE AEROSPACE Industrials 10,586.0 $4.0M 0.04% -88.0 -0.8% $373.73 -1.4%
Page 6 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%