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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 67 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SPTI SPDR SERIES TRUST 1,881.0 $53K 0.00% -35K -94.9% $28.39 -1.0%
1322 NDSN NORDSON CORP Industrials 177.0 $53K 0.00% +76.0 +75.2% $301.69 +10.7%
1323 ATR APTARGROUP INC Healthcare 425.0 $53K 0.00% -186.0 -30.4% $125.20 +7.6%
1324 TEAM ATLASSIAN CORPORATION Technology 683.0 $53K 0.00% +292.0 +74.7% $77.73 +120.4%
1325 ENSG ENSIGN GROUP INC Healthcare 329.0 $53K 0.00% -24.0 -6.8% $160.30 +11.9%
1326 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 496.0 $53K 0.00% -566.0 -53.3% $106.25 +8.1%
1327 GVAL CAMBRIA ETF TR 1,461.0 $53K 0.00% NEW $36.02 +7.2%
1328 TECK TECK RESOURCES LTD Basic Materials 876.0 $52K 0.00% +766.0 +696.4% $59.46 +18.1%
1329 VYMI VANGUARD WHITEHALL FDS 529.0 $52K 0.00% +295.0 +126.1% $98.11 +7.2%
1330 LKFN LAKELAND FINL CORP Financial Services 841.0 $52K 0.00% +457.0 +119.0% $61.71 -2.4%
1331 CGNX COGNEX CORP Technology 716.0 $52K 0.00% -1K -59.9% $72.42 -19.2%
1332 AZZ AZZ INC Industrials 333.0 $52K 0.00% NEW $155.05 -9.2%
1333 NATL NCR ATLEOS CORPORATION Technology 1,188.0 $52K 0.00% -477.0 -28.6% $43.41 +7.1%
1334 POWL POWELL INDS INC Industrials 180.0 $52K 0.00% +166.0 +1185.7% $286.36 -34.0%
1335 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 6,659.0 $52K 0.00% +2K +33.9% $7.74 +20.2%
1336 MANH MANHATTAN ASSOCIATES INC Technology 370.0 $52K 0.00% -147.0 -28.4% $139.25 +53.1%
1337 FDT FIRST TR EXCH TRD ALPHDX FD 544.0 $52K 0.00% NEW $94.70 +0.2%
1338 RDN RADIAN GROUP INC Financial Services 1,367.0 $51K 0.00% -134.0 -8.9% $37.67 -2.5%
1339 SPSM SPDR SERIES TRUST 891.0 $51K 0.00% +809.0 +986.6% $57.67 -1.1%
1340 KMPR KEMPER CORP Financial Services 1,904.0 $51K 0.00% -1K -37.8% $26.96 +2.6%
Page 67 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%