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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 68 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ISHARES TR 2,288.0 $51K 0.00% -83.0 -3.5% $22.37
1342 VEEV VEEVA SYS INC Healthcare 288.0 $51K 0.00% +32.0 +12.5% $177.47 +40.0%
1343 BOTZ GLOBAL X FDS 1,347.0 $51K 0.00% -243.0 -15.3% $37.94 -7.1%
1344 GEF GREIF INC Consumer Cyclical 686.0 $51K 0.00% +24.0 +3.6% $74.49 +15.4%
1345 BRC BRADY CORP Industrials 558.0 $51K 0.00% $91.57 +3.1%
1346 TCAF T ROWE PRICE EXCHANGE-TRADED 1,240.0 $51K 0.00% $41.10 +3.2%
1347 BAX BAXTER INTL INC Healthcare 2,361.0 $50K 0.00% -173.0 -6.8% $21.32 +24.2%
1348 TYL TYLER TECHNOLOGIES INC Technology 172.0 $50K 0.00% +3.0 +1.8% $292.46 +21.7%
1349 POET POET TECHNOLOGIES INC Technology 4,885.0 $50K 0.00% NEW $10.28 -24.6%
1350 G GENPACT LIMITED Technology 1,822.0 $50K 0.00% -4K -66.2% $27.49 +36.7%
1351 CHRD CHORD ENERGY CORPORATION Energy 437.0 $50K 0.00% +58.0 +15.3% $114.19 +26.7%
1352 DLB DOLBY LABORATORIES INC Technology 949.0 $50K 0.00% -243.0 -20.4% $52.58 +25.6%
1353 KHC KRAFT HEINZ CO Consumer Defensive 2,109.0 $50K 0.00% -2K -42.8% $23.62 +8.7%
1354 GABC GERMAN AMERN BANCORP INC Financial Services 1,049.0 $50K 0.00% +803.0 +326.4% $47.46 +5.5%
1355 CR CRANE COMPANY Industrials 223.0 $50K 0.00% -87.0 -28.1% $223.09 -7.5%
1356 JKHY HENRY JACK & ASSOC INC Technology 361.0 $50K 0.00% -156.0 -30.2% $137.74 +23.8%
1357 FXH FIRST TR EXCHANGE-TRADED FD 405.0 $50K 0.00% $122.41 +10.2%
1358 IFS INTERCORP FINL SVCS INC Financial Services 867.0 $49K 0.00% -1K -60.9% $56.96 -3.5%
1359 MSTR STRATEGY INC Technology 562.0 $49K 0.00% $86.87 +41.2%
1360 FRMI FERMI INC Utilities 5,325.0 $49K 0.00% NEW $9.16 -38.6%
Page 68 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%