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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 73 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 UCO PROSHARES TR II Financial Services 1,200.0 $40K $32.95 +34.2%
1442 SAN BANCO SANTANDER SA Financial Services 2,861.0 $39K -6K -66.7% $13.80 +6.8%
1443 ISHARES TR 1,457.0 $39K NEW $27.05
1444 APTIV PLC 642.0 $39K -1K -62.5% $61.38
1445 CDLR CADELER A S Industrials 1,792.0 $39K NEW $21.91 +10.0%
1446 NWN NORTHWEST NAT HLDG CO Utilities 800.0 $39K $49.06 +1.9%
1447 SPDR INDEX SHS FDS 250.0 $39K $156.97
1448 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 751.0 $39K -63.0 -7.7% $52.17 -12.6%
1449 ENZL ISHARES TR 873.0 $39K -365.0 -29.5% $44.79 +8.3%
1450 EWJ ISHARES INC 419.0 $39K +46.0 +12.3% $93.27 +1.7%
1451 FISV FISERV INC Technology 795.0 $39K -1K -64.9% $49.02 +7.9%
1452 BCC BOISE CASCADE CO DEL Basic Materials 500.0 $39K -13.0 -2.5% $77.63 +5.9%
1453 NTNX NUTANIX INC Technology 761.0 $39K -6.0 -0.8% $50.96 +32.0%
1454 THC TENET HEALTHCARE CORP Healthcare 207.0 $39K +31.0 +17.6% $187.08 +48.6%
1455 RING ISHARES INC 599.0 $39K NEW $64.60 +40.4%
1456 ARTY ISHARES TR 506.0 $39K $76.16 -4.7%
1457 DPZ DOMINOS PIZZA INC Consumer Cyclical 129.0 $38K -23.0 -15.1% $296.04 +16.8%
1458 YELP YELP INC Communication Services 1,555.0 $38K -3K -65.1% $24.52 -2.7%
1459 YALA YALLA GROUP LTD Technology 6,921.0 $38K -5K -43.5% $5.49 +0.4%
1460 ENR ENERGIZER HLDGS INC Industrials 1,765.0 $38K +685.0 +63.4% $21.44 +0.8%
Page 73 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%