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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 14 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NI NISOURCE INC Utilities 4,660.0 $195K 0.00% +501.0 +12.1% $41.76 +14.6%
262 MSM MSC INDL DIRECT INC Industrials 2,299.0 $193K 0.00% +41.0 +1.8% $84.10 +26.6%
263 IEI ISHARES TR 1,601.0 $191K 0.00% +1K +321.3% $119.35 -1.9%
264 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 4,908.0 $190K 0.00% +2K +58.6% $38.73 -13.4%
265 ROP ROPER TECHNOLOGIES INC Industrials 426.0 $190K 0.00% +129.0 +43.4% $445.37 -26.6%
266 CCK CROWN HLDGS INC Consumer Cyclical 1,823.0 $188K 0.00% +1K +183.5% $102.97 -6.1%
267 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 9,768.0 $188K 0.00% +8K +652.5% $19.20 +5.9%
268 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 2,669.0 $184K 0.00% +507.0 +23.4% $68.80 +16.5%
269 HPQ HP INC Technology 8,180.0 $182K 0.00% +441.0 +5.7% $22.28 +13.3%
270 VONG VANGUARD SCOTTSDALE FDS 1,481.0 $180K 0.00% +15.0 +1.0% $121.75 +5.6%
271 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3,577.0 $179K 0.00% +355.0 +11.0% $50.01 -36.8%
272 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 7,221.0 $176K 0.00% +250.0 +3.6% $24.37 -31.4%
273 INDIVIOR PLC 4,859.0 $176K 0.00% +733.0 +17.8% $36.16
274 TLT ISHARES TR 1,967.0 $171K 0.00% +63.0 +3.3% $87.16 -2.9%
275 RSP INVESCO EXCHANGE TRADED FD T 894.0 $171K 0.00% +866.0 +3092.9% $191.63 +7.8%
276 VPU VANGUARD WORLD FD 919.0 $170K 0.00% +329.0 +55.8% $185.04 +6.2%
277 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 2,634.0 $165K 0.00% +366.0 +16.1% $62.46 -6.9%
278 MMSI MERIT MED SYS INC Healthcare 1,853.0 $163K 0.00% +184.0 +11.0% $88.14 -27.2%
279 IBB ISHARES TR 964.0 $163K 0.00% +29.0 +3.1% $168.77 +0.0%
280 QQQM INVESCO EXCH TRADED FD TR II 634.0 $160K 0.00% +18.0 +2.9% $253.02 +16.8%
Page 14 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%