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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 64 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RDDT REDDIT INC Communication Services 356.0 $62K 0.00% -41.0 -10.3% $173.58 -12.1%
1262 PSO PEARSON PLC Communication Services 3,869.0 $61K 0.00% -524.0 -11.9% $15.89 +4.7%
1263 FETH FIDELITY ETHEREUM FD Financial Services 3,903.0 $61K 0.00% $15.74 +56.5%
1264 HYD VANECK ETF TRUST 1,191.0 $61K 0.00% +789.0 +196.3% $51.51 -2.4%
1265 BSX BOSTON SCIENTIFIC CORP Healthcare 1,431.0 $61K 0.00% -982.0 -40.7% $42.68 +14.8%
1266 MOH MOLINA HEALTHCARE INC Healthcare 266.0 $61K 0.00% -56.0 -17.4% $229.05 -13.3%
1267 GRMN GARMIN LTD Technology 255.0 $61K 0.00% +63.0 +32.8% $237.83 +22.5%
1268 CMRE COSTAMARE INC Industrials 4,320.0 $61K 0.00% -493.0 -10.2% $14.02 +11.1%
1269 DORM DORMAN PRODS INC Consumer Cyclical 444.0 $61K 0.00% -658.0 -59.7% $136.41 -3.9%
1270 FLOT ISHARES TR 1,184.0 $60K 0.00% +72.0 +6.5% $51.05 -0.1%
1271 QRVO QORVO INC Technology 648.0 $60K 0.00% +5.0 +0.8% $93.27 +2.3%
1272 ITGR INTEGER HLDGS CORP Healthcare 644.0 $60K 0.00% +27.0 +4.4% $93.46 +33.8%
1273 FN FABRINET Technology 107.0 $60K 0.00% +20.0 +23.0% $562.07 -25.1%
1274 PXF INVESCO EXCH TRADED FD TR II 791.0 $60K 0.00% $75.64 +5.0%
1275 SPXV PROSHARES TR 727.0 $60K 0.00% NEW $82.14 +1.4%
1276 SUSA ISHARES TR 387.0 $60K 0.00% $154.26 +2.0%
1277 VERSIGENT PLC 1,419.0 $60K 0.00% NEW $42.01
1278 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 553.0 $60K 0.00% -249.0 -31.1% $107.78 +3.8%
1279 CNQ CANADIAN NAT RES LTD MED TER Energy 1,505.0 $59K 0.00% -806.0 -34.9% $39.51 +28.3%
1280 FSLR FIRST SOLAR INC Energy 252.0 $59K 0.00% -19.0 -7.0% $235.96 -11.7%
Page 64 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%