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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 82 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 FFTY CAPITAL-FORCE ETF TR 515.0 $22K NEW $43.55 -15.3%
1622 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,058.0 $22K +371.0 +54.0% $21.11 -18.3%
1623 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 256.0 $22K -416.0 -61.9% $87.18 +7.7%
1624 SWAN AMPLIFY ETF TR 668.0 $22K $33.36 -0.3%
1625 UROY URANIUM RTY CORP Energy 8,000.0 $22K $2.78 +57.6%
1626 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,320.0 $22K -512.0 -27.9% $16.70 -9.5%
1627 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 1,950.0 $22K $11.30 -0.3%
1628 WCN WASTE CONNECTIONS INC Industrials 132.0 $22K -207.0 -61.1% $166.73 +1.6%
1629 KOP KOPPERS HOLDINGS INC Basic Materials 488.0 $22K +16.0 +3.4% $44.90 +0.6%
1630 BROS DUTCH BROS INC Consumer Cyclical 305.0 $22K NEW $71.81 -30.6%
1631 WMG WARNER MUSIC GROUP CORP Communication Services 809.0 $22K -940.0 -53.7% $27.07 +0.2%
1632 TEM TEMPUS AI INC Healthcare 378.0 $22K +78.0 +26.0% $57.93 +25.5%
1633 FE FIRSTENERGY CORP Utilities 460.0 $22K -1K -71.0% $47.51 -3.2%
1634 CLSK CLEANSPARK INC Technology 1,500.0 $22K $14.55 -17.7%
1635 EGP EASTGROUP PPTYS INC Real Estate 106.0 $21K -186.0 -63.7% $202.53 -0.8%
1636 NGVT INGEVITY CORP Basic Materials 286.0 $21K -171.0 -37.4% $74.67 -5.9%
1637 SDVY FIRST TR EXCHANGE TRADED FD 494.0 $21K +465.0 +1603.5% $43.14 +1.7%
1638 KD KYNDRYL HLDGS INC Technology 1,884.0 $21K -981.0 -34.2% $11.31 +11.0%
1639 CELH CELSIUS HLDGS INC Consumer Defensive 723.0 $21K +199.0 +38.0% $29.28 +13.9%
1640 ATS CORPORATION 733.0 $21K $28.78
Page 82 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%