Arkolith/Funds/Blue Trust, Inc.

Blue Trust, Inc.

CIK 1856022
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Blue Trust, Inc. holds a focused book of 2444 stocks worth $9.5B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Bondbloxx BBG 7 Yr US Treas and trimmed Ishares Core Msci Pacific Et. Their largest long position is Ishares 7-10 Year Treasury B at 7% of the equity book. They also disclosed $1.9M in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
371
bought for the first time
Added to
689
already held, bought more
Trimmed
1000
sold some, still holds it
Sold out
250
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
55%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
4%
Financials
4%
Health Care
2%
Industrials
1%
Consumer Staples
1%
Consumer Discretionary
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Blue Trust, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$572.8B
OSAIC HOLDINGS, INC.80 / 80$19.1B
LPL Financial LLC79 / 80$103.1B
JPMORGAN CHASE & CO78 / 80$526.1B
ROYAL BANK OF CANADA78 / 80$156.4B
BANK OF AMERICA CORP /DE/77 / 80$441.2B
WELLS FARGO & COMPANY/MN77 / 80$172.9B
ENVESTNET ASSET MANAGEMENT INC77 / 80$133.1B

Ranked by how many of Blue Trust, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,444 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
7-10 YR TRSY BD
$684.6M7.24M
7.2%
+12%
Added · +763K sh
2Ishares TR
CORE S&P TTL STK
$672.0M4.09M
7.0%
+5.6%
Added · +218K sh
3Ishares TR
MSCI USA QLT FCT
$594.6M2.71M
6.2%
+0.6%
Added · +15K sh
4ETF Ser Solutions
VIDENT US EQUITY
$567.7M7.85M
6.0%
+0.4%
Added · +30K sh
5Ishares TR
CORE MSCI PAC
$489.7M5.98M
5.1%
−2.5%
Reduced · −150K sh
6Ishares TR
MSCI USA MMENTM
$483.3M1.41M
5.1%
+11%
Added · +135K sh
7ETF Ser Solutions
VIDENT US BOND
$475.0M10.89M
5.0%
−0.4%
Reduced · −39K sh
8Ishares TR
CORE S&P US VLU
$466.6M4.24M
4.9%
−0.9%
Reduced · −40K sh
9J P Morgan Exchange Traded F
US MOMENTUM
$411.2M4.81M
4.3%
+0.9%
Added · +44K sh
10Vanguard Scottsdale FDS
INTER TERM TREAS
$385.5M6.54M
4.0%
−9.7%
Reduced · −700K sh
11ETF Ser Solutions
VIDEN EQUIT ETF
$364.8M9.35M
3.8%
−3.1%
Reduced · −297K sh
12Ishares TR
CORE S&P US GWT
$355.2M1.89M
3.7%
+1.1%
Added · +21K sh
13Vanguard Intl Equity Index F
FTSE EUROPE ETF
$303.6M3.43M
3.2%
−0.8%
Reduced · −28K sh
14Ishares TR
CORE US AGGBD ET
$239.5M2.42M
2.5%
−1.3%
Reduced · −32K sh
15Vanguard Scottsdale FDS
INT-TERM CORP
$211.0M2.55M
2.2%
−7.8%
Reduced · −217K sh
16Vanguard Index FDS
S&P 500 ETF SHS
$206.2M300.2K
2.2%
−1.9%
Reduced · −6K sh
17Ishares Inc
CORE MSCI EMKT
$171.5M2.07M
1.8%
−12%
Reduced · −279K sh
18Eli Lilly & Co
COM
$92.5M77.1K
1.0%
−1.2%
Reduced · −972 sh
19Ishares TR
MBS ETF
$91.3M966.2K
1.0%
−4.3%
Reduced · −44K sh
20Vanguard Scottsdale FDS
SHORT TERM TREAS
$88.9M1.53M
0.9%
−12%
Reduced · −208K sh
21Flexshares TR
IBOXX 5YR TRGT
$85.6M3.60M
0.9%
−1.8%
Reduced · −66K sh
22Vanguard BD Index FDS
VANGUARD ULTRA
$77.6M1.56M
0.8%
−22%
Reduced · −450K sh
23Coca Cola Co
COM
$71.1M875.3K
0.7%
−3.4%
Reduced · −31K sh
24Ishares TR
MSCI ACWI ETF
$66.2M421.8K
0.7%
−2.7%
Reduced · −12K sh
25Ishares TR
CORE S&P500 ETF
$64.0M85.5K
0.7%
+32%
Added · +21K sh
26Ishares Gold Trust Micro
SHS REPSTG UN TR
$63.3M1.58M
0.7%
−1.4%
Reduced · −23K sh
27Vanguard Index FDS
EXTEND MKT ETF
$51.8M210.4K
0.5%
−4.5%
Reduced · −10K sh
28Apple Inc
COM
$43.7M151.1K
0.5%
−11%
Reduced · −19K sh
29Microsoft Corp
COM
$42.0M112.5K
0.4%
−2.0%
Reduced · −2K sh
30Texas Pacific Land Corporati
COM
$38.9M88.8K
0.4%
−0.1%
Reduced · −45 sh
31Nvidia Corporation
COM
$38.2M190.7K
0.4%
+2.3%
Added · +4K sh
32Schwab Strategic TR
US AGGREGATE B
$35.8M1.55M
0.4%
+2.1%
Added · +32K sh
33Ishares Gold TR
ISHARES NEW
$34.8M460.5K
0.4%
−2.1%
Reduced · −10K sh
34Vanguard BD Index FDS
SHORT TRM BOND
$26.6M341.0K
0.3%
+15%
Added · +44K sh
35Ishares TR
CORE UNIVRSL USD
$25.7M557.7K
0.3%
+15%
Added · +74K sh
36Caterpillar Inc
COM
$25.1M23.6K
0.3%
−5.3%
Reduced · −1K sh
37Bondbloxx ETF Trust
BLOOMBERG SEVEN
$23.2M491.3K
0.2%
New
New position
38Pgim ETF TR
AAA CLO ETF
$23.2M451.6K
0.2%
75×
Added · +446K sh
39Alphabet Inc
CAP STK CL A
$21.6M60.4K
0.2%
−2.0%
Reduced · −1K sh
40Taiwan Semiconductor Manufac
SPONSORED ADS
$19.3M40.4K
0.2%
−1.8%
Reduced · −725 sh
41Amazon Com Inc
COM
$18.5M77.5K
0.2%
+4.8%
Added · +4K sh
42Global PMTS Inc
COM
$18.3M252.5K
0.2%
−20%
Reduced · −63K sh
43Ishares TR
S&P 500 GRWT ETF
$17.4M126.4K
0.2%
−15%
Reduced · −22K sh
44Ishares TR
S&P 500 VAL ETF
$16.6M73.1K
0.2%
−25%
Reduced · −25K sh
45BlackRock ETF Trust
ISHARES US EQUIT
$16.1M237.0K
0.2%
−12%
Reduced · −33K sh
46Aflac Inc
COM
$15.9M135.4K
0.2%
−25%
Reduced · −44K sh
47Etfs Gold TR
PHYSCL GOLD SHS
$15.0M391.7K
0.2%
−1.8%
Reduced · −7K sh
48Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$14.5M125.2K
0.2%
+0.2%
Added · +251 sh
49Alphabet Inc
CAP STK CL C
$14.4M40.6K
0.2%
+8.2%
Added · +3K sh
50Select Sector SPDR TR
ST STR ENERG ETF
$14.3M268.8K
0.1%
−1.7%
Reduced · −5K sh
Showing 50 of 2,444 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.9M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishTEXAS PACIFIC LAND CORPTPL$1.9M2.1M

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 20263,745$9.5B13F-HR
Q1 2026Mar 31, 2026Apr 20, 20263,880$8.7B13F-HR
Q4 2025Dec 31, 2025Jan 16, 20264,385$8.9B13F-HR
Q3 2025Sep 30, 2025Oct 16, 20253,927$8.9B13F-HR
Q2 2025Jun 30, 2025Jul 24, 20253,786$8.5B13F-HR
Q1 2025Mar 31, 2025Apr 21, 20254,106$7.8B13F-HR
Q4 2024Dec 31, 2024Jan 30, 20254,306$7.8B13F-HR/A
Q3 2024Sep 30, 2024Oct 17, 20245,676$7.7B13F-HR
Q2 2024Jun 30, 2024Jul 18, 20245,175$7.3B13F-HR
Q1 2024Mar 31, 2024May 1, 20243,880$7.1B13F-HR
Q4 2023Dec 31, 2023Jan 18, 20244,795$6.2B13F-HR
Q3 2023Sep 30, 2023Oct 11, 20232,993$6.6B13F-HR
Q2 2023Jun 30, 2023Jul 14, 20233,207$6.3B13F-HR
Q1 2023Mar 31, 2023Apr 17, 20233,859$6.1B13F-HR
Q4 2022Dec 31, 2022Jan 17, 20233,812$5.6B13F-HR
Q3 2022Sep 30, 2022Oct 21, 20223,502$5.7B13F-HR
Q2 2022Jun 30, 2022Aug 9, 20223,126$6.4B13F-HR
Amended / restated
  • Q4 2024 · filed Jan 22, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.