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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 74 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 SCMB SCHWAB STRATEGIC TR 1,459.0 $38K NEW $25.82 -2.1%
1462 BIV VANGUARD BD INDEX FDS 490.0 $38K +119.0 +32.1% $76.70 -1.5%
1463 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,160.0 $37K +185.0 +9.4% $17.35 -3.1%
1464 AAXJ ISHARES TR 314.0 $37K $119.33 -4.1%
1465 AVNT AVIENT CORPORATION Basic Materials 1,011.0 $37K +51.0 +5.3% $36.95 +19.8%
1466 FTAI AVIATION LTD 138.0 $37K -40.0 -22.5% $270.60
1467 ISHARES TR 1,630.0 $37K NEW $22.89
1468 RPG INVESCO EXCHANGE TRADED FD T 582.0 $37K $63.89 -10.2%
1469 FNDX SCHWAB STRATEGIC TR 1,194.0 $37K -11.0 -0.9% $31.10 +4.6%
1470 FLS FLOWSERVE CORP Industrials 500.0 $37K +441.0 +747.5% $74.16 +8.2%
1471 BANF BANCFIRST CORP Financial Services 333.0 $37K -14.0 -4.0% $111.01 +1.6%
1472 NBTB NBT BANCORP INC Financial Services 749.0 $37K +87.0 +13.1% $49.35 +5.6%
1473 AGO ASSURED GUARANTY LTD Financial Services 459.0 $37K -138.0 -23.1% $80.16 -6.7%
1474 TRMK TRUSTMARK CORP Financial Services 798.0 $37K +9.0 +1.1% $46.00 +1.1%
1475 EMGF ISHARES INC 499.0 $37K $73.26 -3.3%
1476 CORT CORCEPT THERAPEUTICS INC Healthcare 419.0 $36K -655.0 -61.0% $86.95 +40.0%
1477 DAC DANAOS CORPORATION Industrials 295.0 $36K -14.0 -4.5% $122.37 +22.6%
1478 KFY KORN FERRY Industrials 540.0 $36K $66.58 +28.4%
1479 FCN FTI CONSULTING INC Industrials 241.0 $36K -86.0 -26.3% $149.01 +4.5%
1480 DOCU DOCUSIGN INC Technology 808.0 $36K -325.0 -28.7% $44.42 +40.1%
Page 74 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%