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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 76 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 CWI SPDR INDEX SHS FDS 838.0 $34K -336.0 -28.6% $40.67 +2.1%
1502 BNL BROADSTONE NET LEASE INC Real Estate 1,644.0 $34K -184.0 -10.1% $20.67 +2.2%
1503 GNK GENCO SHIPPING & TRADING LTD Industrials 1,367.0 $34K +959.0 +235.1% $24.79 +7.0%
1504 KEN KENON HLDGS LTD Utilities 503.0 $34K NEW $66.86 -0.9%
1505 JHG JANUS HENDERSON GROUP PLC Financial Services 644.0 $33K $51.95 -0.0%
1506 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 884.0 $33K NEW $37.76 +14.6%
1507 MLKN MILLERKNOLL INC Consumer Cyclical 1,629.0 $33K +407.0 +33.3% $20.46 +12.6%
1508 CRS CARPENTER TECHNOLOGY CORP Industrials 54.0 $33K NEW $616.96 -20.2%
1509 PCTY PAYLOCITY HLDG CORP Technology 317.0 $33K $104.53 +46.7%
1510 SCHM SCHWAB STRATEGIC TR 894.0 $33K -2K -71.7% $36.88 -2.0%
1511 XAIX DBX ETF TR 569.0 $33K $57.55 -3.2%
1512 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 288.0 $33K -273.0 -48.7% $113.09 -9.0%
1513 BALL BALL CORP Consumer Cyclical 521.0 $33K -77.0 -12.9% $62.40 +1.9%
1514 GALT GALECTIN THERAPEUTICS INC Healthcare 7,000.0 $32K $4.64 -20.7%
1515 INVH INVITATION HOMES INC Real Estate 1,070.0 $32K -711.0 -39.9% $30.21 -0.3%
1516 GNW GENWORTH FINL INC Financial Services 3,385.0 $32K -781.0 -18.8% $9.47 +4.3%
1517 ETORO GROUP LTD 807.0 $32K -379.0 -32.0% $39.47
1518 TSN TYSON FOODS INC Consumer Defensive 556.0 $32K -427.0 -43.4% $57.26 +2.1%
1519 TTD THE TRADE DESK INC Technology 1,755.0 $32K +393.0 +28.9% $18.08 -27.1%
1520 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,765.0 $32K +355.0 +25.2% $17.96 -6.8%
Page 76 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%