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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 79 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 SMCI SUPER MICRO COMPUTER INC Technology 940.0 $28K -373.0 -28.4% $29.33 +27.0%
1562 INSTALLED BLDG PRODS INC 120.0 $28K -292.0 -70.9% $229.62
1563 FOUR SHIFT4 PMTS INC Technology 563.0 $27K +121.0 +27.4% $48.64 -1.5%
1564 BSY BENTLEY SYS INC Technology 912.0 $27K -10K -91.7% $29.89 +24.1%
1565 VYX NCR VOYIX CORPORATION Technology 3,319.0 $27K +23.0 +0.7% $8.17 -3.2%
1566 FV FIRST TR EXCHANGE TRADED FD 357.0 $27K NEW $75.88 -2.5%
1567 PCVX VAXCYTE INC Healthcare 465.0 $27K -699.0 -60.0% $58.13 +7.7%
1568 DSX DIANA SHIPPING INC Industrials 12,839.0 $27K +8K +159.0% $2.10 +29.0%
1569 IYC ISHARES TR 266.0 $27K $101.10 +1.6%
1570 WDFC WD 40 CO Basic Materials 110.0 $27K -90.0 -45.0% $243.64 -10.9%
1571 AIPO TIDAL TRUST II 802.0 $27K NEW $33.41 -13.5%
1572 SFST SOUTHERN FIRST BANCSHARES Financial Services 438.0 $27K -162.0 -27.0% $61.10 +3.2%
1573 PRDO PERDOCEO ED CORP Consumer Defensive 833.0 $27K $32.00 +3.2%
1574 LINE LINEAGE INC Real Estate 615.0 $27K +231.0 +60.2% $43.25 -3.8%
1575 ULST SSGA ACTIVE ETF TR 655.0 $26K +149.0 +29.4% $40.43 -0.2%
1576 JBT MAREL CORPORATION 182.0 $26K -88.0 -32.6% $145.00
1577 WTRG ESSENTIAL UTILS INC Utilities 684.0 $26K -191.0 -21.8% $38.31 +4.9%
1578 AXIA ENERGIA SA 2,478.0 $26K -667.0 -21.2% $10.55
1579 HYLB DBX ETF TR 714.0 $26K +41.0 +6.1% $36.52 -0.6%
1580 CRTO CRITEO S A Communication Services 1,426.0 $26K -925.0 -39.3% $18.28 -4.6%
Page 79 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%