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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 97 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 IVT INVENTRUST PPTYS CORP Real Estate 226.0 $8K -230.0 -50.4% $35.40 -7.7%
1922 BILL BILL HOLDINGS INC Technology 219.0 $8K -289.0 -56.9% $36.16 +32.2%
1923 MHK MOHAWK INDS INC Consumer Cyclical 65.0 $8K -3.0 -4.4% $121.32 +12.3%
1924 CMPS COMPASS PATHWAYS PLC Healthcare 555.0 $8K +245.0 +79.0% $14.15 -5.8%
1925 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 142.0 $8K -60.0 -29.7% $54.90 -18.9%
1926 SRVR PACER FDS TR 245.0 $8K +220.0 +880.0% $31.77 -0.3%
1927 SCZ ISHARES TR 95.0 $8K +56.0 +143.6% $81.84 +5.8%
1928 FELV FIDELITY COVINGTON TRUST 193.0 $8K +192.0 +10000.0% $40.12 +6.5%
1929 TCOM TRIP COM GROUP LTD Consumer Cyclical 193.0 $8K -50.0 -20.6% $39.84 +15.7%
1930 VIOG VANGUARD ADMIRAL FDS INC 50.0 $8K -200.0 -80.0% $153.42 -2.5%
1931 KIM KIMCO REALTY CORP Real Estate 301.0 $8K -299.0 -49.8% $25.35 -5.2%
1932 LIONSGATE STUDIOS CORP 496.0 $8K $15.31
1933 VIS VANGUARD WORLD FD 21.0 $8K $360.38 -4.1%
1934 RXO RXO INC Industrials 274.0 $8K +69.0 +33.7% $27.59 -18.3%
1935 LYFT LYFT INC Technology 516.0 $8K +423.0 +454.8% $14.61 +19.6%
1936 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 249.0 $7K NEW $29.98 -6.7%
1937 XSVM INVESCO EXCHANGE TRADED FD T 107.0 $7K NEW $69.59 +0.7%
1938 HYEM VANECK ETF TRUST 370.0 $7K $20.11 -0.3%
1939 MDLN MEDLINE INC Healthcare 187.0 $7K NEW $39.44 -13.1%
1940 CGAU CENTERRA GOLD INC Basic Materials 463.0 $7K NEW $15.86 +49.8%
Page 97 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%