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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 69 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 PLBC PLUMAS BANCORP Financial Services 833.0 $49K 0.00% NEW $58.46 +5.0%
1362 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 637.0 $49K 0.00% -6.0 -0.9% $76.43 -4.3%
1363 IVZ INVESCO LTD Financial Services 1,843.0 $49K 0.00% +1K +168.7% $26.39 +23.0%
1364 IRM IRON MTN INC DEL Real Estate 385.0 $49K 0.00% -547.0 -58.7% $126.31 -4.1%
1365 ETF SER SOLUTIONS 1,543.0 $49K 0.00% NEW $31.51
1366 VMC VULCAN MATLS CO Basic Materials 162.0 $48K 0.00% +41.0 +33.9% $295.20 -6.5%
1367 BROWN FORMAN CORP 1,794.0 $48K 0.00% -135.0 -7.0% $26.65
1368 USHY ISHARES TR 1,282.0 $47K -215.0 -14.4% $37.02 -0.4%
1369 CWST CASELLA WASTE SYS INC Industrials 487.0 $47K $96.97 -2.3%
1370 KKR KKR & CO INC 514.0 $47K -1K -73.6% $91.78
1371 ISHARES TR 2,127.0 $47K NEW $22.14
1372 TS TENARIS S A Energy 847.0 $47K +116.0 +15.9% $55.49 -3.7%
1373 FLO FLOWERS FOODS INC Consumer Defensive 5,914.0 $47K -44.0 -0.7% $7.90 -7.8%
1374 GRFS GRIFOLS S A Healthcare 6,587.0 $47K $7.08 +12.9%
1375 RLI RLI CORP Financial Services 789.0 $47K $59.07 +12.8%
1376 IX ORIX CORP Financial Services 1,223.0 $47K -179.0 -12.8% $38.03 +2.8%
1377 HP HELMERICH & PAYNE INC Energy 1,418.0 $46K $32.74 +29.8%
1378 GSL GLOBAL SHIP LEASE INC Industrials 1,229.0 $46K -1K -45.2% $37.60 +18.7%
1379 MKC MCCORMICK & CO INC Consumer Defensive 903.0 $46K -1K -54.5% $50.41 +11.5%
1380 AM ANTERO MIDSTREAM CORP Energy 1,999.0 $45K -535.0 -21.1% $22.75 -2.7%
Page 69 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%