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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 15 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 9,772.0 $160K 0.00% +7K +278.5% $16.35 +43.7%
282 IESC IES HLDGS INC Industrials 400.0 $156K 0.00% +28.0 +7.5% $389.02 +69.6%
283 KNTK KINETIK HOLDINGS INC Energy 4,300.0 $155K 0.00% +118.0 +2.8% $36.05 +40.2%
284 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,929.0 $154K 0.00% +209.0 +12.2% $79.67 +8.8%
285 XRPI VOLATILITY SHS TR 14,520.0 $153K 0.00% +3K +30.1% $10.57 -29.4%
286 MLM MARTIN MARIETTA MATLS INC Basic Materials 245.0 $152K 0.00% +19.0 +8.4% $621.79 -13.7%
287 FCX FREEPORT-MCMORAN INC Basic Materials 2,969.0 $151K 0.00% +148.0 +5.2% $50.79 +22.0%
288 VIST VISTA ENERGY S.A.B. DE C.V. Energy 3,091.0 $150K 0.00% +2K +154.8% $48.66 +55.0%
289 TRU TRANSUNION Industrials 1,751.0 $150K 0.00% +21.0 +1.2% $85.75 -17.6%
290 FDIS FIDELITY COVINGTON TRUST 1,468.0 $150K 0.00% +16.0 +1.1% $102.16 +0.3%
291 IWV ISHARES TR 387.0 $150K 0.00% +62.0 +19.1% $387.12 +9.1%
292 EC ECOPETROL S A Energy 14,754.0 $148K 0.00% +13K +891.5% $10.02 +38.2%
293 MAA MID-AMER APT CMNTYS INC Real Estate 1,041.0 $145K 0.00% +91.0 +9.6% $138.91 -5.6%
294 NRG NRG ENERGY INC Utilities 904.0 $144K 0.00% +61.0 +7.2% $159.24 -13.6%
295 TWLO TWILIO INC Communication Services 977.0 $139K 0.00% +447.0 +84.3% $142.24 +32.1%
296 DFUS DIMENSIONAL ETF TRUST 1,872.0 $139K 0.00% +91.0 +5.1% $74.17 +9.4%
297 DRD DRDGOLD LIMITED Basic Materials 4,476.0 $139K 0.00% +800.0 +21.8% $31.01 -16.3%
298 ARGX ARGENX SE Healthcare 164.0 $138K 0.00% +18.0 +12.3% $840.95 -4.1%
299 SKYW SKYWEST INC Industrials 1,372.0 $138K 0.00% +205.0 +17.6% $100.41 -15.5%
300 CE CELANESE CORP DEL Basic Materials 3,244.0 $137K 0.00% +265.0 +8.9% $42.29 +23.9%
Page 15 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%