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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 91 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 SLVP ISHARES INC 400.0 $12K -100.0 -20.0% $30.83 +32.5%
1802 FCCO FIRST CMNTY CORP S C Financial Services 377.0 $12K $32.68 +3.2%
1803 DUOL DUOLINGO INC Technology 107.0 $12K -57.0 -34.8% $115.02 +27.0%
1804 FELE FRANKLIN ELEC INC Industrials 115.0 $12K -42.0 -26.8% $106.91 -2.6%
1805 ELF E L F BEAUTY INC Consumer Defensive 166.0 $12K +33.0 +24.8% $74.00 +37.8%
1806 LEG LEGGETT & PLATT INC Consumer Cyclical 1,044.0 $12K $11.71 -19.6%
1807 DRLL EA SERIES TRUST 364.0 $12K $33.50 +23.5%
1808 AAON AAON INC Industrials 95.0 $12K -654.0 -87.3% $126.86 -37.4%
1809 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 105.0 $12K +99.0 +1650.0% $114.41 -16.1%
1810 KLXE KLX ENERGY SERVICES HOLDINGS Energy 4,633.0 $12K $2.58 -39.1%
1811 GALAXY DIGITAL INC. 436.0 $12K +404.0 +1262.5% $27.34
1812 PRF INVESCO EXCHANGE TRADED FD T 220.0 $12K $54.03 +3.8%
1813 CAML PROFESIONALLY MANAGED PORTFO 297.0 $12K NEW $40.01 +1.1%
1814 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 271.0 $12K NEW $43.75 -4.9%
1815 MOAT VANECK ETF TRUST 114.0 $12K -100.0 -46.7% $103.96 +10.1%
1816 SEI SOLARIS ENERGY INFRAS INC Energy 147.0 $12K $80.46 -33.8%
1817 OZK BANK OZK LITTLE ROCK ARK Financial Services 227.0 $12K -891.0 -79.7% $52.09 -5.1%
1818 OSCR OSCAR HEALTH INC Healthcare 413.0 $12K $28.52 +12.3%
1819 UMI USCF ETF TR 200.0 $12K $58.84 +3.8%
1820 IYH ISHARES TR 175.0 $12K NEW $67.01 +10.3%
Page 91 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%