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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 66 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CPNG COUPANG INC Consumer Cyclical 3,248.0 $56K 0.00% -550.0 -14.5% $17.37 -5.4%
1302 AUB ATLANTIC UN BANKSHARES CORP Financial Services 1,320.0 $56K 0.00% -48K -97.3% $42.31 -3.3%
1303 VRSN VERISIGN INC Technology 220.0 $55K 0.00% -24.0 -9.8% $251.56 +15.6%
1304 DFAS DIMENSIONAL ETF TRUST 672.0 $55K 0.00% -49K -98.7% $82.34 +0.3%
1305 CENX CENTURY ALUM CO Basic Materials 1,199.0 $55K 0.00% NEW $46.01 -5.1%
1306 CBSH COMMERCE BANCSHARES INC Financial Services 955.0 $55K 0.00% $57.75 +1.5%
1307 OKTA OKTA INC Technology 404.0 $55K 0.00% +325.0 +411.4% $136.45 -4.0%
1308 EXR EXTRA SPACE STORAGE INC Real Estate 379.0 $55K 0.00% -256.0 -40.3% $145.30 +0.7%
1309 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,066.0 $55K 0.00% -111.0 -9.4% $51.65 -0.9%
1310 RMD RESMED INC Healthcare 282.0 $55K 0.00% -180.0 -39.0% $194.88 +19.3%
1311 TW TRADEWEB MKTS INC Financial Services 550.0 $55K 0.00% -55.0 -9.1% $99.66 +8.7%
1312 OGE OGE ENERGY CORP Utilities 1,124.0 $55K 0.00% $48.66 -5.5%
1313 VOYA VOYA FINANCIAL INC Financial Services 604.0 $55K 0.00% -28.0 -4.4% $90.53 +9.5%
1314 VOT VANGUARD INDEX FDS 178.0 $55K 0.00% +69.0 +63.3% $306.47 -1.4%
1315 PETROLEO BRASILEIRO S A 3,724.0 $55K 0.00% +185.0 +5.2% $14.64
1316 SWKS SKYWORKS SOLUTIONS INC Technology 795.0 $54K 0.00% -127.0 -13.8% $67.79 -1.4%
1317 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 800.0 $54K 0.00% -114.0 -12.5% $67.12 -6.1%
1318 RGLD ROYAL GOLD INC Basic Materials 268.0 $53K 0.00% -230.0 -46.2% $199.61 +32.1%
1319 FERROVIAL NV 779.0 $53K 0.00% +450.0 +136.8% $68.61
1320 BMA BANCO MACRO S A Financial Services 577.0 $53K 0.00% +87.0 +17.8% $92.59 -17.2%
Page 66 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%