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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 72 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 LULU LULULEMON ATHLETICA INC Consumer Cyclical 360.0 $41K +271.0 +304.5% $114.19 +7.0%
1422 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 1,467.0 $41K NEW $27.92 -11.4%
1423 USMV ISHARES TR 423.0 $41K +22.0 +5.5% $96.48 +5.2%
1424 TECHNIPFMC PLC 615.0 $41K +47.0 +8.3% $66.30
1425 AME AMETEK INC Industrials 168.0 $41K -329.0 -66.2% $241.93 -0.3%
1426 ADC AGREE RLTY CORP Real Estate 535.0 $41K -844.0 -61.2% $75.74 -1.7%
1427 AVIR ATEA PHARMACEUTICALS INC Healthcare 8,700.0 $40K $4.65 +17.6%
1428 EEFT EURONET WORLDWIDE INC Technology 552.0 $40K $73.19 -4.1%
1429 CIGI COLLIERS INTL GROUP INC Real Estate 430.0 $40K $93.79 +14.9%
1430 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,434.0 $40K -914.0 -38.9% $28.11 +13.7%
1431 HUBG HUB GROUP INC Industrials 919.0 $40K -1K -60.6% $43.77 -9.1%
1432 SWX SOUTHWEST GAS HLDGS INC Utilities 453.0 $40K -60.0 -11.7% $88.68 +0.9%
1433 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 515.0 $40K +272.0 +111.9% $77.89 -11.5%
1434 XLRE SELECT SECTOR SPDR TR 910.0 $40K -584.0 -39.1% $44.03 +2.8%
1435 ATLANTA BRAVES HLDGS INC 770.0 $40K -205.0 -21.0% $51.90
1436 SPEM SPDR INDEX SHS FDS 771.0 $40K NEW $51.76 +0.5%
1437 XP XP INC Financial Services 2,452.0 $40K -2K -38.1% $16.26 +5.3%
1438 ISHARES TR 1,428.0 $40K NEW $27.86
1439 ISHARES TR 1,363.0 $40K NEW $29.13
1440 ISHARES TR 1,450.0 $40K NEW $27.34
Page 72 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%