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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 87 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 QXO QXO INC Industrials 951.0 $16K -183.0 -16.1% $17.28 -20.4%
1722 SPXC SPX TECHNOLOGIES INC Industrials 67.0 $16K $245.16 -15.5%
1723 BLW BLACKROCK LTD DURATION INCOM Financial Services 1,309.0 $16K $12.49 +1.4%
1724 FENI FIDELITY COVINGTON TRUST 407.0 $16K +345.0 +556.5% $40.13 +4.0%
1725 RSP INVESCO EXCHANGE TRADED FD T 76.0 $16K -818.0 -91.5% $212.86 +4.1%
1726 KBR KBR INC Industrials 465.0 $16K -2K -80.1% $34.53 +11.7%
1727 USO UNITED STS OIL FD LP Financial Services 150.0 $16K NEW $106.44 +26.5%
1728 AGMI THEMES ETF TR 258.0 $16K NEW $61.34 +28.9%
1729 EXPO EXPONENT INC Industrials 269.0 $16K NEW $58.76 +19.5%
1730 USLM UNITED STS LIME & MINERALS I Basic Materials 151.0 $16K +49.0 +48.0% $104.67 +13.6%
1731 INDY ISHARES TR 362.0 $16K -2K -80.8% $43.45 +0.3%
1732 VICI VICI PPTYS INC Real Estate 589.0 $16K -747.0 -55.9% $26.55 -0.2%
1733 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 326.0 $16K -68.0 -17.3% $47.81 -8.5%
1734 UI UBIQUITI INC Technology 29.0 $15K -16.0 -35.6% $534.00 +4.7%
1735 FIDELITY COVINGTON TRUST 200.0 $15K $77.25
1736 MORN MORNINGSTAR INC Financial Services 99.0 $15K -141.0 -58.8% $156.02 +38.4%
1737 S SENTINELONE INC Technology 900.0 $15K +811.0 +911.2% $16.97 +24.9%
1738 IXP ISHARES TR 135.0 $15K +1.0 +0.8% $112.59 +3.4%
1739 THNQ EXCHANGE TRADED CONCEPTS TRU 166.0 $15K NEW $91.21 -0.2%
1740 NANR SPDR INDEX SHS FDS 200.0 $15K $75.50 +20.9%
Page 87 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%