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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 86 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 BKU BANKUNITED INC Financial Services 372.0 $18K NEW $48.45 -4.4%
1702 NWE NORTHWESTERN ENERGY GROUP IN Utilities 251.0 $18K -40.0 -13.8% $71.62 -3.0%
1703 AVNM AMERICAN CENTY ETF TR 218.0 $18K NEW $82.38 +3.9%
1704 VNQI VANGUARD INTL EQUITY INDEX F 400.0 $18K -1K -74.3% $44.85 +1.9%
1705 ADUS ADDUS HOMECARE CORP Healthcare 178.0 $18K $100.47 +20.2%
1706 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 338.0 $18K +232.0 +218.9% $52.85 +1.2%
1707 IAI ISHARES TR 100.0 $18K NEW $175.33 +11.0%
1708 SEIV SEI EXCHANGE TRADED FUNDS 365.0 $18K NEW $48.00 +5.8%
1709 WPC WP CAREY INC Real Estate 244.0 $17K -292.0 -54.5% $71.50 -0.4%
1710 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 1,662.0 $17K -338.0 -16.9% $10.41 -4.5%
1711 RPM RPM INTL INC Basic Materials 155.0 $17K -652.0 -80.8% $111.15 -2.3%
1712 Z ZILLOW GROUP INC Communication Services 544.0 $17K +158.0 +40.9% $31.52 +13.8%
1713 VET VERMILION ENERGY INC Energy 1,826.0 $17K -204.0 -10.1% $9.37 +35.9%
1714 SILA SILA REALTY TRUST INC Real Estate 562.0 $17K -8K -93.3% $30.36 +0.0%
1715 FAD FIRST TR EXCHANGE-TRADED ALP 84.0 $17K $200.73 -6.1%
1716 GDMN WISDOMTREE TR 232.0 $17K $72.41 +47.2%
1717 TPLS THORNBURG ETF TR 663.0 $17K NEW $25.16 -1.9%
1718 CUZ COUSINS PPTYS INC Real Estate 556.0 $17K -58.0 -9.4% $29.98 -1.0%
1719 IYJ ISHARES TR 100.0 $17K $166.65 -1.1%
1720 RNG RINGCENTRAL INC Technology 422.0 $16K +179.0 +73.7% $38.96 +72.0%
Page 86 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%