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Holdings (Monthly) Guide ↗

Blueprint Adaptive Growth Allocation Fund

· Ultimus Managers Trust
Monthly Holdings $266M AUM 99 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 99 New 81 Added 50 Reduced 95 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 AMAZON.COM INC 023135106 May 2026 25,884 NEW $7.0M 2.63% EC
2 MICRON TECHNOLOGY INC 595112103 May 2026 3,492 NEW $3.4M 1.27% EC
3 TESLA INC 88160R101 May 2026 6,939 NEW $3.0M 1.14% EC
4 SANDISK CORP 80004C200 May 2026 847 NEW $1.4M 0.54% EC
5 ROUNDHILL ETF TRUST 77926X320 May 2026 21,712 NEW $1.4M 0.52% EC
6 LAM RESEARCH CORP 512807306 May 2026 3,896 NEW $1.2M 0.47% EC
7 APPLIED MATERIALS INC 038222105 May 2026 2,553 NEW $1.1M 0.43% EC
8 TECHNIPFMC PLC G87110105 May 2026 16,769 NEW $1.1M 0.43% EC
9 FABRINET G3323L100 May 2026 1,444 NEW $945K 0.36% EC
10 SOFTBANK GROUP CORP 83404D109 May 2026 36,408 NEW $861K 0.32% EC
11 GE VERNOVA INC 36828A101 May 2026 887 NEW $859K 0.32% EC
12 ATI INC 01741R102 May 2026 4,897 NEW $858K 0.32% EC
13 NEXTPOWER INC 65290E101 May 2026 5,164 NEW $808K 0.30% EC
14 ISHARES INC 464286871 May 2026 32,516 NEW $751K 0.28% EC
15 TOKYO ELECTRON LTD 889110102 May 2026 4,209 NEW $715K 0.27% EC
16 VISA INC 92826C839 May 2026 2,129 NEW $695K 0.26% EC
17 CROWN CASTLE INC 22822V101 May 2026 7,561 NEW $692K 0.26% EC
18 QUALCOMM INC 747525103 May 2026 2,730 NEW $685K 0.26% EC
19 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 874039100 May 2026 1,606 NEW $672K 0.25% EC
20 INVITATION HOMES INC 46187W107 May 2026 22,546 NEW $659K 0.25% EC
21 ABB LTD (CH) 000375204 May 2026 6,099 NEW $651K 0.24% EC
22 BANCO BILBAO VIZCAYA ARGENTARIA SA 05946K101 May 2026 27,750 NEW $649K 0.24% EC
23 MKS INC 55306N104 May 2026 1,998 NEW $648K 0.24% EC
24 ESSEX PROPERTY TRUST INC 297178105 May 2026 2,309 NEW $630K 0.24% EC
25 ROIVANT SCIENCES LTD G76279101 May 2026 20,949 NEW $628K 0.24% EC
26 ADVANTEST CORP 00762U200 May 2026 3,775 NEW $625K 0.24% EC
27 SUMITOMO MITSUI FINANCIAL GROUP INC 86562M209 May 2026 27,633 NEW $607K 0.23% EC
28 EQUINOR ASA 29446M102 May 2026 15,976 NEW $575K 0.22% EC
29 DEUTSCHE BOERSE AG 251542106 May 2026 19,477 NEW $561K 0.21% EC
30 JOHNSON CONTROLS INTERNATIONAL PLC G51502105 May 2026 4,079 NEW $547K 0.21% EC
31 ARROWHEAD PHARMACEUTICALS INC 04280A100 May 2026 6,963 NEW $542K 0.20% EC
32 SEAGATE TECHNOLOGY HOLDINGS PLC G7997R103 May 2026 610 NEW $537K 0.20% EC
33 WESTERN DIGITAL CORP 958102105 May 2026 1,000 NEW $531K 0.20% EC
34 ROCKET LAB CORP 773121108 May 2026 3,571 NEW $512K 0.19% EC
35 AVALONBAY COMMUNITIES INC 053484101 May 2026 2,713 NEW $495K 0.19% EC
36 VIASAT INC 92552V100 May 2026 6,114 NEW $493K 0.19% EC
37 UNITEDHEALTH GROUP INC 91324P102 May 2026 1,276 NEW $485K 0.18% EC
38 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 55405Y100 May 2026 1,292 NEW $471K 0.18% EC
39 ADVANCED ENERGY INDUSTRIES INC 007973100 May 2026 1,554 NEW $470K 0.18% EC
40 ORACLE CORP 68389X105 May 2026 2,035 NEW $459K 0.17% EC
41 WESCO INTERNATIONAL INC 95082P105 May 2026 1,248 NEW $451K 0.17% EC
42 ALCOA CORP 013872106 May 2026 5,470 NEW $425K 0.16% EC
43 ROYAL GOLD INC 780287108 May 2026 1,853 NEW $416K 0.16% EC
44 AMERICAN HEALTHCARE REIT INC 398182303 May 2026 7,976 NEW $390K 0.15% EC
45 BORGWARNER INC 099724106 May 2026 5,337 NEW $383K 0.14% EC
46 UNUM GROUP 91529Y106 May 2026 4,325 NEW $360K 0.14% EC
47 KRYSTAL BIOTECH INC 501147102 May 2026 1,155 NEW $357K 0.13% EC
48 ISHARES TRUST 46429B606 May 2026 8,554 NEW $347K 0.13% EC
49 LINCOLN ELECTRIC HOLDINGS INC 533900106 May 2026 1,336 NEW $345K 0.13% EC
50 ORMAT TECHNOLOGIES INC 686688102 May 2026 2,512 NEW $345K 0.13% EC
51 FORMFACTOR INC 346375108 May 2026 2,724 NEW $339K 0.13% EC
52 RECRUIT HOLDINGS CO LTD 75629J101 May 2026 25,040 NEW $336K 0.13% EC
53 ADIDAS AG 00687A107 May 2026 3,302 NEW $321K 0.12% EC
54 RAMBUS INC 750917106 May 2026 2,192 NEW $319K 0.12% EC
55 ENERSYS 29275Y102 May 2026 1,396 NEW $318K 0.12% EC
56 MID-AMERICA APARTMENT COMMUNITIES INC 59522J103 May 2026 2,448 NEW $316K 0.12% EC
57 AFFILIATED MANAGERS GROUP INC 008252108 May 2026 1,041 NEW $315K 0.12% EC
58 HECLA MINING COMPANY 422704106 May 2026 17,694 NEW $314K 0.12% EC
59 LUMEN TECHNOLOGIES INC 550241103 May 2026 27,274 NEW $300K 0.11% EC
60 BRIGHTSPRING HEALTH SERVICES INC 10950A106 May 2026 4,830 NEW $298K 0.11% EC
61 HF SINCLAIR CORP 403949100 May 2026 4,239 NEW $296K 0.11% EC
62 MP MATERIALS CORP 553368101 May 2026 4,504 NEW $291K 0.11% EC
63 INDIVIOR PHARMACEUTICALS INC 45579U109 May 2026 8,055 NEW $290K 0.11% EC
64 PENGUIN SOLUTIONS INC (US) 706915105 May 2026 5,043 NEW $282K 0.11% EC
65 ARISTA NETWORKS INC 040413205 May 2026 1,729 NEW $276K 0.10% EC
66 NEBIUS GROUP NV N97284108 May 2026 1,190 NEW $275K 0.10% EC
67 MARVELL TECHNOLOGY INC 573874104 May 2026 1,302 NEW $267K 0.10% EC
68 ISHARES INC 46434G814 May 2026 9,309 NEW $266K 0.10% EC
69 SOLSTICE ADVANCED MATERIALS INC 83443Q103 May 2026 3,125 NEW $263K 0.10% EC
70 PRIMORIS SERVICES CORP 74164F103 May 2026 2,090 NEW $263K 0.10% EC
71 MONOLITHIC POWER SYSTEMS INC 609839105 May 2026 167 NEW $262K 0.10% EC
72 NXP SEMICONDUCTORS NV N6596X109 May 2026 813 NEW $261K 0.10% EC
73 COHERENT CORP 19247G107 May 2026 708 NEW $256K 0.10% EC
74 MAXLINEAR INC 57776J100 May 2026 2,736 NEW $254K 0.10% EC
75 AEHR TEST SYSTEMS INC 00760J108 May 2026 2,660 NEW $246K 0.09% EC
76 APPLIED OPTOELECTRONICS INC 03823U102 May 2026 1,532 NEW $243K 0.09% EC
77 PLEXUS CORP 729132100 May 2026 904 NEW $243K 0.09% EC
78 COMMERCIAL METALS COMPANY 201723103 May 2026 3,174 NEW $241K 0.09% EC
79 AMKOR TECHNOLOGY INC 031652100 May 2026 3,426 NEW $238K 0.09% EC
80 AXT INC 00246W103 May 2026 2,199 NEW $227K 0.09% EC
81 VIRTU FINANCIAL INC 928254101 May 2026 4,441 NEW $223K 0.08% EC
82 ISHARES TRUST 464289842 May 2026 2,533 NEW $217K 0.08% EC
83 MADISON SQUARE GARDEN SPORTS CORP 55825T103 May 2026 580 NEW $217K 0.08% EC
84 ELANCO ANIMAL HEALTH INC 28414H103 May 2026 9,011 NEW $215K 0.08% EC
85 ANNALY CAPITAL MANAGEMENT INC 035710839 May 2026 9,831 NEW $215K 0.08% EC
86 VALMONT INDUSTRIES INC 920253101 May 2026 409 NEW $213K 0.08% EC
87 POWELL INDUSTRIES INC 739128106 May 2026 744 NEW $212K 0.08% EC
88 SENSIENT TECHNOLOGIES CORP 81725T100 May 2026 1,849 NEW $211K 0.08% EC
89 HANOVER INSURANCE GROUP INC (THE) 410867105 May 2026 1,099 NEW $205K 0.08% EC
90 PTC THERAPEUTICS INC 69366J200 May 2026 2,681 NEW $198K 0.07% EC
91 TG THERAPEUTICS INC 88322Q108 May 2026 5,192 NEW $197K 0.07% EC
92 AUTOLIV INC 052800109 May 2026 1,452 NEW $185K 0.07% EC
93 PAR PACIFIC HOLDINGS INC 69888T207 May 2026 3,218 NEW $181K 0.07% EC
94 FRONTDOOR INC 35905A109 May 2026 2,846 NEW $177K 0.07% EC
95 ACM RESEARCH INC 00108J109 May 2026 1,810 NEW $157K 0.06% EC
96 OPENLANE INC 48238T109 May 2026 3,908 NEW $149K 0.06% EC
97 LIGAND PHARMACEUTICALS INC 53220K504 May 2026 551 NEW $128K 0.05% EC
98 PRICESMART INC 741511109 May 2026 749 NEW $127K 0.05% EC
99 CENTURY ALUMINUM COMPANY 156431108 May 2026 1,298 NEW $86K 0.03% EC