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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 60 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PEN PENUMBRA INC Healthcare 227.0 $72K 0.00% $315.75 +2.5%
1182 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 832.0 $72K 0.00% -61.0 -6.8% $86.09 +17.4%
1183 STZ CONSTELLATION BRANDS INC Consumer Defensive 514.0 $72K 0.00% -76.0 -12.9% $139.12 -1.1%
1184 GBDC GOLUB CAP BDC INC Financial Services 5,542.0 $71K 0.00% -111.0 -2.0% $12.88 +2.7%
1185 VIRT VIRTU FINL INC Financial Services 1,198.0 $71K 0.00% -188.0 -13.6% $59.57 +10.7%
1186 SCHO SCHWAB STRATEGIC TR 2,950.0 $71K 0.00% +545.0 +22.7% $24.14 -0.2%
1187 BKV BKV CORP Energy 2,602.0 $71K 0.00% NEW $27.36 -11.5%
1188 BLDR BUILDERS FIRSTSOURCE INC Industrials 794.0 $71K 0.00% +4.0 +0.5% $89.48 -20.7%
1189 HAFN HAFNIA LTD Industrials 10,693.0 $71K 0.00% NEW $6.64 +21.9%
1190 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 2,086.0 $71K 0.00% +1K +183.8% $33.87 +9.2%
1191 BLUE OWL CAPITAL CORPORATION 6,499.0 $71K 0.00% -2K -21.3% $10.87
1192 SR SPIRE INC Utilities 898.0 $70K 0.00% -172.0 -16.1% $78.09 +5.6%
1193 STE STERIS PLC Healthcare 333.0 $70K 0.00% -102.0 -23.4% $210.57 +12.7%
1194 SMMD ISHARES TR 764.0 $70K 0.00% -30K -97.5% $91.63 -0.2%
1195 VCTR VICTORY CAP HLDGS INC DEL Financial Services 832.0 $70K 0.00% -2K -67.4% $84.09 +38.0%
1196 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 228.0 $70K 0.00% -478.0 -67.7% $306.70 -14.9%
1197 FSS FEDERAL SIGNAL CORP Industrials 543.0 $70K 0.00% $128.49 -6.1%
1198 NPO ENPRO INC Industrials 185.0 $70K 0.00% -108.0 -36.9% $376.93 -19.0%
1199 RKT ROCKET COS INC Financial Services 4,416.0 $70K 0.00% -103.0 -2.3% $15.75 -11.0%
1200 XPO XPO INC Industrials 338.0 $69K 0.00% -119.0 -26.0% $205.29 -6.2%
Page 60 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%