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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 11 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IYM ISHARES TR 20.0 $4K NEW $179.55 +8.7%
202 VIKING HOLDINGS LTD 33.0 $3K NEW $104.67
203 CAVA CAVA GROUP INC Consumer Cyclical 44.0 $3K NEW $78.48 -8.3%
204 APPN APPIAN CORP Technology 150.0 $3K NEW $22.90 +71.0%
205 AFLG FIRST TR EXCHNG TRADED FD VI 78.0 $3K NEW $43.49 +2.9%
206 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 38.0 $3K NEW $81.50 +6.4%
207 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 227.0 $3K NEW $13.42 -4.5%
208 FLHY FRANKLIN TEMPLETON ETF TR 119.0 $3K NEW $24.29 -0.3%
209 SPMD SPDR SERIES TRUST 42.0 $3K NEW $67.57 -1.2%
210 DGII DIGI INTL INC Technology 37.0 $3K NEW $74.95 -1.4%
211 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 91.0 $3K NEW $29.53 -2.7%
212 TFLR T ROWE PRICE EXCHANGE-TRADED 53.0 $3K NEW $50.66 +0.3%
213 TMB THORNBURG ETF TR 100.0 $3K NEW $25.35 -0.3%
214 LEGN LEGEND BIOTECH CORP Healthcare 83.0 $2K NEW $28.88 -27.5%
215 GAB GABELLI EQUITY TR INC Financial Services 411.0 $2K NEW $5.66 +0.4%
216 ROAD CONSTRUCTION PARTNERS INC Industrials 19.0 $2K NEW $118.79 -8.7%
217 PFM INVESCO EXCHANGE TRADED FD T 38.0 $2K NEW $55.66 +3.6%
218 SUPN SUPERNUS PHARMACEUTICALS Healthcare 45.0 $2K NEW $46.51 -3.0%
219 GSIE GOLDMAN SACHS ETF TR 45.0 $2K NEW $45.71 +5.2%
220 ICHR ICHOR HOLDINGS Technology 18.0 $2K NEW $112.28 -49.3%
Page 11 of 16  ·  306 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%