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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 85 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 IBCA ISHARES TR 729.0 $19K NEW $25.61 -2.4%
1682 MTDR MATADOR RES CO Energy 375.0 $19K -7.0 -1.8% $49.78 +17.3%
1683 THRM GENTHERM INC Consumer Cyclical 546.0 $19K -4.0 -0.7% $34.11 +18.6%
1684 IBDZ ISHARES TR 714.0 $19K NEW $26.05 -2.0%
1685 BCPC BALCHEM CORP Basic Materials 110.0 $19K -158.0 -59.0% $168.95 +7.3%
1686 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 359.0 $19K -2K -86.4% $51.60 +8.9%
1687 KEX KIRBY CORP Industrials 136.0 $18K -129.0 -48.7% $135.97 +2.9%
1688 MPT MEDICAL PROPERTIES TRUST INC Financial Services 4,000.0 $18K -82.0 -2.0% $4.62 -10.8%
1689 HRL HORMEL FOODS CORP Consumer Defensive 744.0 $18K -1K -58.5% $24.82 -3.7%
1690 UPRO PROSHARES TR 130.0 $18K $141.79 +5.7%
1691 FTA FIRST TR EXCHANGE-TRADED ALP 190.0 $18K +34.0 +21.8% $96.93 +7.1%
1692 MGY MAGNOLIA OIL & GAS CORP Energy 718.0 $18K $25.58 +10.0%
1693 RSPA INVESCO ACTIVELY MANAGED EXC 343.0 $18K NEW $53.35 +2.8%
1694 RLY SSGA ACTIVE ETF TR 530.0 $18K NEW $34.48 +9.7%
1695 SNEX STONEX GROUP INC Financial Services 154.0 $18K +122.0 +381.2% $118.50 -42.2%
1696 STLA STELLANTIS N.V Consumer Cyclical 3,177.0 $18K -13K -80.2% $5.74 -5.7%
1697 VVV VALVOLINE INC Energy 461.0 $18K -10.0 -2.1% $39.54 -14.1%
1698 SUZ SUZANO S A Basic Materials 2,347.0 $18K $7.76 +13.1%
1699 SJM SMUCKER J M CO Consumer Defensive 161.0 $18K -401.0 -71.3% $112.50 +10.5%
1700 SPHY SPDR SERIES TRUST 772.0 $18K +294.0 +61.5% $23.44 -0.6%
Page 85 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%