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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 7 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORCL ORACLE CORP Technology 26,674.0 $3.9M 0.04% -4K -12.5% $146.55 -1.3%
122 SFBS SERVISFIRST BANCSHARES INC Financial Services 44,526.0 $3.9M 0.04% -1K -2.6% $86.75 +3.7%
123 GIS GENERAL MILLS INC Consumer Defensive 110,962.0 $3.9M 0.04% -10K -8.4% $34.80 +10.5%
124 EEM ISHARES TR 56,133.0 $3.8M 0.04% +3K +4.7% $68.41 -4.3%
125 IGIB ISHARES TR 71,954.0 $3.8M 0.04% +1K +1.6% $53.17 -1.9%
126 BND VANGUARD BD INDEX FDS 51,569.0 $3.8M 0.04% -30K -37.1% $73.41 -1.6%
127 BERKSHIRE HATHAWAY INC DEL 5.0 $3.7M 0.04% -1.0 -16.7% $748850.00
128 ESGU ISHARES TR 22,712.0 $3.7M 0.04% $163.67 +2.9%
129 GEV GE VERNOVA INC Utilities 3,150.0 $3.7M 0.04% +372.0 +13.4% $1174.94 -13.5%
130 BAC BANK OF AMER CORP Financial Services 63,587.0 $3.6M 0.04% -8K -11.5% $56.98 +11.7%
131 INTC INTEL CORP Technology 25,823.0 $3.6M 0.04% -5K -17.1% $139.63 -31.1%
132 GGOV BLACKROCK ETF TRUST II 71,324.0 $3.6M 0.04% NEW $50.29 -0.5%
133 RTX RTX CORPORATION Industrials 18,858.0 $3.6M 0.04% -3K -11.8% $189.73 +17.8%
134 BLUE OWL TECHNOLOGY FIN CORP 342,060.0 $3.5M 0.04% +215K +169.6% $10.35
135 TXN TEXAS INSTRS INC Technology 11,822.0 $3.5M 0.04% -3K -18.3% $298.07 -9.1%
136 GS GOLDMAN SACHS GROUP INC Financial Services 3,408.0 $3.4M 0.04% +29.0 +0.9% $1011.14 +2.2%
137 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,722.0 $3.4M 0.04% $206.01 +8.6%
138 GLW CORNING INC Technology 13,342.0 $3.4M 0.04% -6K -31.0% $255.42 -37.5%
139 ARKK ARK ETF TR 42,030.0 $3.4M 0.04% -15K -26.2% $80.82 -1.5%
140 IEFA ISHARES TR 34,464.0 $3.3M 0.04% -29K -45.6% $96.58 +3.5%
Page 7 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%