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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 89 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 WCC WESCO INTL INC Industrials 41.0 $14K $345.44 +1.1%
1762 MTN VAIL RESORTS INC Consumer Cyclical 103.0 $14K NEW $136.15 +12.2%
1763 KBWB INVESCO EXCH TRADED FD TR II 150.0 $14K -81.0 -35.1% $92.98 +2.8%
1764 MGRC MCGRATH RENTCORP Industrials 115.0 $14K $121.03 -3.6%
1765 VIAV VIAVI SOLUTIONS INC Technology 291.0 $14K +260.0 +838.7% $47.75 -18.5%
1766 INTF ISHARES TR 338.0 $14K -213.0 -38.7% $40.96 +5.3%
1767 MEDIWOUND LTD 940.0 $14K $14.70
1768 SKYY FIRST TR EXCHANGE-TRADED FD 102.0 $14K $134.56 +19.8%
1769 ESS ESSEX PPTY TR INC Real Estate 47.0 $14K +8.0 +20.5% $291.89 -1.0%
1770 BNDW VANGUARD SCOTTSDALE FDS 200.0 $14K NEW $68.53 -1.7%
1771 ADMA ADMA BIOLOGICS INC Healthcare 1,634.0 $14K -3K -61.7% $8.37 +17.6%
1772 USPH U S PHYSICAL THERAPY Healthcare 198.0 $14K -675.0 -77.3% $68.68 +13.9%
1773 NLR VANECK ETF TRUST 117.0 $14K NEW $115.98 +3.4%
1774 MESOBLAST LTD 1,002.0 $14K NEW $13.53
1775 MILLROSE PPTYS INC 451.0 $14K +3.0 +0.7% $30.05
1776 WU WESTERN UN CO Financial Services 1,758.0 $14K -250.0 -12.4% $7.70 -5.3%
1777 BKLN INVESCO EXCH TRADED FD TR II 659.0 $13K +609.0 +1218.0% $20.37 +1.1%
1778 CGCV CAPITAL GROUP CONSERVATIVE E 408.0 $13K NEW $32.82 +1.6%
1779 GROY GOLD ROYALTY CORP Basic Materials 4,818.0 $13K +2K +60.6% $2.76 +24.6%
1780 EFAA INVESCO ACTIVELY MANAGED EXC 238.0 $13K NEW $55.76 +2.5%
Page 89 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%