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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 90 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 USTB VICTORY PORTFOLIOS II 262.0 $13K NEW $50.62 -0.3%
1782 UBND VICTORY PORTFOLIOS II 607.0 $13K NEW $21.72 -1.7%
1783 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 1,029.0 $13K $12.79 -4.5%
1784 SPTM SPDR SERIES TRUST 145.0 $13K $90.79 +2.4%
1785 PWRD TCW ETF TRUST 107.0 $13K $122.96 -11.9%
1786 INCY INCYTE CORP Healthcare 116.0 $13K -917.0 -88.8% $113.36 +12.7%
1787 OII OCEANEERING INTL INC Energy 324.0 $13K NEW $40.52 +30.8%
1788 GL GLOBE LIFE INC Financial Services 73.0 $13K -353.0 -82.9% $178.79 -4.3%
1789 COM DIREXION SHARES ETF TRUST 400.0 $13K $32.60 +6.6%
1790 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 34.0 $13K +20.0 +142.9% $380.38 -29.9%
1791 RUM RUM GROUP INC Technology 2,000.0 $13K $6.34 +42.7%
1792 EZU ISHARES INC 182.0 $13K +90.0 +97.8% $69.50 +2.9%
1793 FXN FIRST TR EXCHANGE-TRADED FD 623.0 $13K +4.0 +0.7% $20.24 +16.6%
1794 TREX TREX INC Industrials 251.0 $13K -151.0 -37.6% $50.04 -6.4%
1795 ENVA ENOVA INTL INC Financial Services 52.0 $13K $240.73 +0.9%
1796 ALLY ALLY FINL INC Financial Services 272.0 $12K -3K -92.0% $45.95 -6.6%
1797 LVS LAS VEGAS SANDS CORP Consumer Cyclical 269.0 $12K -58.0 -17.7% $46.14 +1.9%
1798 BLD TOPBUILD COR Industrials 35.0 $12K -200.0 -85.1% $354.54 -0.0%
1799 HALO HALOZYME THERAPEUTICS INC Healthcare 158.0 $12K +117.0 +285.4% $78.27 +38.2%
1800 FALN ISHARES TR 453.0 $12K $27.24 -0.9%
Page 90 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%