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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 80 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AMERICA MOVIL SAB DE CV 1,002.0 $26K -525.0 -34.4% $25.99
1582 BNTX BIONTECH SE Healthcare 279.0 $26K $93.05 +25.3%
1583 EPR EPR PPTYS Real Estate 446.0 $26K $57.97 +4.1%
1584 TRU TRANSUNION Industrials 358.0 $26K -1K -79.5% $72.14 +17.3%
1585 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 209.0 $26K -63.0 -23.2% $123.29 +9.1%
1586 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 1,273.0 $26K +33.0 +2.7% $20.19 +7.0%
1587 ESI ELEMENT SOLUTIONS INC Basic Materials 538.0 $26K -232.0 -30.1% $47.75 -26.1%
1588 SPYM SPDR SERIES TRUST 286.0 $25K +141.0 +97.2% $87.88 +2.6%
1589 AGQ PROSHARES TR II Financial Services 368.0 $25K -123.0 -25.1% $68.01 +33.2%
1590 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 1,424.0 $25K -328.0 -18.7% $17.56 +15.3%
1591 ROL ROLLINS INC Consumer Cyclical 596.0 $25K -346.0 -36.7% $41.77 -11.6%
1592 IDV ISHARES TR 600.0 $25K NEW $41.43 +8.8%
1593 SCHJ SCHWAB STRATEGIC TR 1,005.0 $25K NEW $24.66 -0.6%
1594 VANGUARD MALVERN FDS 324.0 $25K NEW $76.34
1595 SPBO SPDR SERIES TRUST 851.0 $25K NEW $29.04 -2.2%
1596 TGS TRANSPORTADORA DE GAS DEL SU Energy 826.0 $25K +797.0 +2748.3% $29.73 -5.5%
1597 CVBF CVB FINL CORP Financial Services 1,088.0 $25K -101.0 -8.5% $22.55 +0.1%
1598 LSTR LANDSTAR SYS INC Industrials 118.0 $24K +6.0 +5.4% $206.81 -9.8%
1599 GNRC GENERAC HLDGS INC Industrials 83.0 $24K -2.0 -2.4% $292.81 -29.7%
1600 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 450.0 $24K $53.95 -21.8%
Page 80 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%