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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 12 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TPIF TIMOTHY PLAN 7,890.0 $274K 0.00% +1K +23.2% $34.68 +8.4%
222 PHI PLDT INC Communication Services 12,527.0 $272K 0.00% +5K +59.9% $21.74 -13.2%
223 URI UNITED RENTALS INC Industrials 335.0 $271K 0.00% +21.0 +6.7% $809.32 +16.0%
224 ONB OLD NATL BANCORP IND Financial Services 12,021.0 $268K 0.00% +67.0 +0.6% $22.31 +7.3%
225 AYI ACUITY INC Industrials 739.0 $266K 0.00% +10.0 +1.4% $360.04 -20.1%
226 EVEREST GROUP LTD 778.0 $264K 0.00% +221.0 +39.7% $339.35
227 FICO FAIR ISAAC CORP Technology 155.0 $262K 0.00% +12.0 +8.4% $1690.62 -26.7%
228 CADENCE BANK 6,102.0 $261K 0.00% +403.0 +7.1% $42.84
229 KC KINGSOFT CLOUD HLDGS LTD Technology 25,204.0 $261K 0.00% +25K +10000.0% $10.34 +37.5%
230 GSK GSK PLC Healthcare 5,274.0 $259K 0.00% +2K +41.0% $49.04 +4.8%
231 MLPA GLOBAL X FDS 5,261.0 $255K 0.00% +5K +1479.9% $48.41 +15.1%
232 CBOE CBOE GLOBAL MKTS INC Financial Services 1,007.0 $253K 0.00% +60.0 +6.3% $251.00 +42.4%
233 G GENPACT LIMITED Technology 5,389.0 $252K 0.00% +934.0 +21.0% $46.78 -31.8%
234 GRUPO CIBEST SA 3,961.0 $252K 0.00% +840.0 +26.9% $63.61
235 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 892.0 $249K 0.00% +189.0 +26.9% $278.92 -8.2%
236 KKR KKR & CO INC Financial Services 1,947.0 $248K 0.00% +1K +159.9% $127.48 -26.2%
237 PRU PRUDENTIAL FINL INC Financial Services 2,149.0 $243K 0.00% +353.0 +19.6% $112.86 -7.7%
238 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 8,229.0 $229K 0.00% +118.0 +1.4% $27.83 +20.2%
239 IJK ISHARES TR 2,357.0 $228K 0.00% +1K +150.7% $96.88 +15.4%
240 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 41,364.0 $226K 0.00% +17K +73.1% $5.47 +6.6%
Page 12 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%