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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $8.9B AUM 4,385 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 211 New 579 Added 1186 Reduced 247 Exited
Page 11 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LTM LATAM AIRLINES GROUP SA Industrials 6,226.0 $336K 0.00% +219.0 +3.6% $54.01 -7.6%
202 CARR CARRIER GLOBAL CORPORATION Industrials 6,326.0 $334K 0.00% +3K +85.1% $52.84 +19.5%
203 VV VANGUARD INDEX FDS 1,046.0 $329K 0.00% +24.0 +2.4% $314.80 +9.0%
204 SUB ISHARES TR 3,082.0 $329K 0.00% +43.0 +1.4% $106.70 -0.4%
205 RF REGIONS FINANCIAL CORP NEW Financial Services 12,011.0 $326K 0.00% +758.0 +6.7% $27.10 +2.7%
206 VANGUARD MUN BD FDS 4,257.0 $325K 0.00% +45.0 +1.1% $76.45
207 PAAA PGIM ETF TR 6,147.0 $315K 0.00% +229.0 +3.9% $51.26 +0.4%
208 CASY CASEYS GEN STORES INC Consumer Cyclical 559.0 $309K 0.00% +10.0 +1.8% $552.71 +49.3%
209 XLU SELECT SECTOR SPDR TR 7,030.0 $300K 0.00% +4K +104.1% $42.69 +6.2%
210 DB DEUTSCHE BANK A G Financial Services 7,772.0 $300K 0.00% +63.0 +0.8% $38.56 -15.9%
211 IWS ISHARES TR 2,122.0 $299K 0.00% +520.0 +32.5% $141.08 +12.4%
212 VEU VANGUARD INTL EQUITY INDEX F 4,036.0 $297K 0.00% +1K +56.5% $73.56 +12.1%
213 OPCH OPTION CARE HEALTH INC Healthcare 9,187.0 $293K 0.00% +679.0 +8.0% $31.86 -34.3%
214 IWX ISHARES TR 3,166.0 $291K 0.00% +789.0 +33.2% $91.86 +12.2%
215 XLI SELECT SECTOR SPDR TR 1,863.0 $289K 0.00% +138.0 +8.0% $155.13 +10.7%
216 IJJ ISHARES TR 2,192.0 $288K 0.00% +1K +93.3% $131.59 +7.1%
217 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,671.0 $281K 0.00% +499.0 +15.7% $76.67 +13.2%
218 HOOD ROBINHOOD MKTS INC Financial Services 2,467.0 $279K 0.00% +281.0 +12.8% $113.10 -34.9%
219 NICE NICE LTD Technology 2,432.0 $275K 0.00% +2K +10000.0% $113.03 -16.4%
220 FNB F N B CORP Financial Services 16,052.0 $274K 0.00% +113.0 +0.7% $17.10 +2.5%
Page 11 of 29  ·  579 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
Financial Services 25.5%
Technology 19.9%
Healthcare 14.1%
Industrials 9.9%
Consumer Defensive 9.8%
Consumer Cyclical 5.8%
Energy 4.8%
Communication Services 4.3%
Utilities 2.5%
Basic Materials 2.0%