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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 96 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 TELIX PHARMACEUTICAL LTD 742.0 $9K -2K -76.0% $11.53
1902 VIXY PROSHARES TR II Financial Services 400.0 $9K $21.29 -14.5%
1903 ITB ISHARES TR 81.0 $8K -7.0 -8.0% $104.48 -6.7%
1904 TBBK BANCORP INC DEL Financial Services 135.0 $8K $62.64 +7.3%
1905 KOS KOSMOS ENERGY LTD Energy 4,000.0 $8K NEW $2.11 +40.3%
1906 CGXU CAPITAL GROUP INTL FOCUS EQT 243.0 $8K +34.0 +16.3% $34.62 +1.5%
1907 GPIX GOLDMAN SACHS ETF TR 150.0 $8K -3K -95.0% $55.70 +0.7%
1908 TECH BIO-TECHNE CORP Healthcare 118.0 $8K -381.0 -76.3% $70.65 +2.4%
1909 RGEN REPLIGEN CORP Healthcare 61.0 $8K +41.0 +205.0% $136.44 +32.8%
1910 DHT DHT HOLDINGS INC Energy 500.0 $8K +394.0 +371.7% $16.53 +19.9%
1911 PR PERMIAN RESOURCES CORP Energy 446.0 $8K $18.41 +29.0%
1912 GRAL GRAIL INC Healthcare 120.0 $8K $68.27 +16.5%
1913 TTRX TURN THERAPEUTICS INC Healthcare 1,122.0 $8K $7.30 +29.6%
1914 ESGD ISHARES TR 79.0 $8K $103.44 +3.7%
1915 FLJP FRANKLIN TEMPLETON ETF TR 205.0 $8K +5.0 +2.5% $39.75 +2.1%
1916 XHR XENIA HOTELS & RESORTS INC Real Estate 400.0 $8K $20.36 -4.6%
1917 SEIQ SEI EXCHANGE TRADED FUNDS 206.0 $8K NEW $39.41 +6.3%
1918 LQDH ISHARES U S ETF TR 87.0 $8K $93.14 -0.6%
1919 FOXA FOX CORP Communication Services 155.0 $8K +24.0 +18.3% $52.16 +31.4%
1920 VWOB VANGUARD WHITEHALL FDS 119.0 $8K NEW $67.32 -2.1%
Page 96 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%