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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 75 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 RPRX ROYALTY PHARMA PLC Healthcare 640.0 $36K +388.0 +154.0% $56.03 +9.0%
1482 STN STANTEC INC Industrials 519.0 $36K -21.0 -3.9% $68.91 +6.3%
1483 ACI ALBERTSONS COMPANIES INC Consumer Defensive 2,642.0 $36K $13.53 -7.4%
1484 SSRM SSR MINING IN Basic Materials 1,263.0 $36K -2K -64.2% $28.28 +35.9%
1485 HWKN HAWKINS INC Basic Materials 251.0 $36K -155.0 -38.2% $142.22 -16.0%
1486 ACM AECOM Industrials 511.0 $36K $69.80 -7.1%
1487 MOO VANECK ETF TRUST 449.0 $36K $79.20 +8.2%
1488 SIGI SELECTIVE INS GROUP INC Financial Services 365.0 $35K -6.0 -1.6% $97.01 -4.5%
1489 POCT INNOVATOR ETFS TRUST 761.0 $35K $46.41 +1.9%
1490 KEY KEYCORP Financial Services 1,517.0 $35K -13K -89.7% $23.05 -3.9%
1491 QTEC FIRST TR EXCHANGE-TRADED FD 104.0 $35K +13.0 +14.3% $334.72 -8.2%
1492 ALGN ALIGN TECHNOLOGY INC Healthcare 206.0 $35K +117.0 +131.5% $168.66 -4.2%
1493 JHMM JOHN HANCOCK EXCHANGE TRADED 463.0 $35K $75.02 +1.0%
1494 QLTY GMO ETF TRUST 831.0 $35K NEW $41.62 +3.4%
1495 CNA CNA FINL CORP Financial Services 711.0 $35K $48.61 +3.0%
1496 CMB.TECH NV 2,454.0 $34K -693.0 -22.0% $13.99
1497 SBSW SIBANYE STILLWATER LTD Basic Materials 4,041.0 $34K +2K +84.3% $8.49 +46.5%
1498 LAD LITHIA MTRS INC Consumer Cyclical 118.0 $34K -29.0 -19.7% $290.49 +28.7%
1499 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 817.0 $34K +510.0 +166.1% $41.95 +14.8%
1500 INSM INSMED INC Healthcare 320.0 $34K -20.0 -5.9% $106.62 +16.7%
Page 75 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%