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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 71 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 JXN JACKSON FINANCIAL INC Financial Services 422.0 $43K -33.0 -7.2% $102.39 +29.2%
1402 TOST TOAST INC Technology 1,553.0 $43K -46.0 -2.9% $27.82 +32.0%
1403 ISMD NORTHERN LTS FD TR IV 864.0 $43K +52.0 +6.4% $50.00 -1.6%
1404 FLCA FRANKLIN TEMPLETON ETF TR 834.0 $43K +8.0 +1.0% $51.47 +7.7%
1405 PRGO PERRIGO CO PLC Healthcare 4,128.0 $43K -3K -39.2% $10.39 +37.3%
1406 CPRT COPART INC Industrials 1,521.0 $43K -868.0 -36.3% $28.19 +18.0%
1407 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 665.0 $43K -1K -64.9% $64.45 +2.0%
1408 TRMB TRIMBLE INC Technology 836.0 $43K -1K -56.2% $51.18 +18.5%
1409 DAR DARLING INGREDIENTS INC Consumer Defensive 783.0 $43K +27.0 +3.6% $54.62 +14.1%
1410 TNK TEEKAY TANKERS LTD Energy 657.0 $43K -33.0 -4.8% $64.85 +41.9%
1411 PAA PLAINS ALL AMERN PIPELINE L Energy 1,910.0 $43K +560.0 +41.5% $22.26 +12.1%
1412 VCRB VANGUARD MALVERN FDS 549.0 $42K NEW $77.23 -1.5%
1413 ECG EVERUS CONSTR GROUP Industrials 255.0 $42K -39.0 -13.3% $165.95 -27.4%
1414 FBND FIDELITY MERRIMACK STR TR 930.0 $42K NEW $45.49 -1.1%
1415 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,091.0 $42K -3K -72.9% $38.73 +60.6%
1416 GLDM WORLD GOLD TR Financial Services 532.0 $42K NEW $79.42 +15.9%
1417 HOPE HOPE BANCORP INC Financial Services 3,079.0 $42K +163.0 +5.6% $13.68 +2.0%
1418 HEFA ISHARES TR 881.0 $41K $46.93 +0.7%
1419 RBLX ROBLOX CORP Technology 760.0 $41K -62.0 -7.5% $54.38 -28.7%
1420 BBH TR 3,421.0 $41K NEW $12.07
Page 71 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%