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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 93 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 PARR PAR PAC HOLDINGS INC Energy 200.0 $11K NEW $56.08 +40.9%
1842 FXU FIRST TR EXCHANGE-TRADED FD 227.0 $11K +2.0 +0.9% $49.29 -3.7%
1843 TAN INVESCO EXCH TRADED FD TR II 188.0 $11K NEW $59.15 -16.6%
1844 ASH ASHLAND INC Basic Materials 168.0 $11K $65.89 +10.3%
1845 TRP TC ENERGY CORP Energy 167.0 $11K -11.0 -6.2% $66.29 -6.4%
1846 PALL ABRDN PALLADIUM ETF TRUST Financial Services 500.0 $11K +400.0 +400.0% $22.08 +10.7%
1847 SUI SUN CMNTYS INC Real Estate 92.0 $11K -416.0 -81.9% $119.91 +1.5%
1848 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 316.0 $11K $34.73 +16.8%
1849 TTC TORO CO Industrials 110.0 $11K -62.0 -36.0% $97.42 +2.1%
1850 DIVI FRANKLIN TEMPLETON ETF TR 250.0 $11K $42.72 +4.4%
1851 TGTX TG THERAPEUTICS INC Healthcare 194.0 $11K -116.0 -37.4% $54.94 -1.2%
1852 AMTM AMENTUM HOLDINGS INC Industrials 515.0 $11K -279.0 -35.1% $20.67 +4.0%
1853 CTM CASTELLUM INC Technology 14,724.0 $11K $0.72 -15.2%
1854 TAO SYNERGIES INC 2,832.0 $11K $3.73
1855 LFVN LIFEVANTAGE CORP Consumer Defensive 1,686.0 $11K $6.24 +7.2%
1856 CLDT CHATHAM LODGING TR Real Estate 794.0 $11K +251.0 +46.2% $13.23 +2.5%
1857 LAMR LAMAR ADVERTISING CO Real Estate 66.0 $10K +36.0 +120.0% $156.92 -3.9%
1858 PNR PENTAIR PLC Industrials 135.0 $10K -41.0 -23.3% $76.66 -16.0%
1859 NVT NVENT ELEC PLC Industrials 61.0 $10K -70.0 -53.4% $169.61 -10.4%
1860 SLX VANECK ETF TRUST 105.0 $10K NEW $98.41 +8.9%
Page 93 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%