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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 16 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AFG AMERICAN FINL GROUP INC OHIO Financial Services 1,003.0 $137K 0.00% +39.0 +4.0% $136.68 +0.0%
302 YELP YELP INC Communication Services 4,458.0 $135K 0.00% +617.0 +16.1% $30.39 -28.1%
303 RAMP LIVERAMP HLDGS INC Technology 4,610.0 $135K 0.00% +2K +64.5% $29.37 +28.4%
304 MKC MCCORMICK & CO INC Consumer Defensive 1,987.0 $135K 0.00% +211.0 +11.9% $68.11 -29.8%
305 VINFAST AUTO LTD 40,473.0 $135K 0.00% +12K +40.7% $3.34
306 YOU CLEAR SECURE INC Technology 3,814.0 $134K 0.00% +451.0 +13.4% $35.08 +74.2%
307 SCHP SCHWAB STRATEGIC TR 5,017.0 $133K 0.00% +2K +61.6% $26.49 +0.5%
308 RMBS RAMBUS INC DEL Technology 1,437.0 $132K 0.00% +50.0 +3.6% $91.89 +55.6%
309 PUK PRUDENTIAL PLC Financial Services 4,086.0 $127K 0.00% +143.0 +3.6% $31.12 -2.1%
310 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 792.0 $125K 0.00% +7.0 +0.9% $158.29 +4.1%
311 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,308.0 $125K 0.00% +86.0 +7.0% $95.41 +1.8%
312 PSTG PURE STORAGE INC Technology 1,860.0 $125K 0.00% +52.0 +2.9% $67.01 +30.1%
313 COOPER COS INC 1,515.0 $124K 0.00% +185.0 +13.9% $81.96
314 LPLA LPL FINL HLDGS INC Financial Services 344.0 $123K 0.00% +74.0 +27.4% $357.17 -20.0%
315 IQVIA HLDGS INC 537.0 $121K 0.00% +105.0 +24.3% $225.41
316 WAB WABTEC Industrials 549.0 $117K 0.00% +55.0 +11.1% $213.38 +20.2%
317 PGX INVESCO EXCH TRADED FD TR II 10,339.0 $116K 0.00% +6K +146.8% $11.24 -2.6%
318 JBHT HUNT J B TRANS SVCS INC Industrials 593.0 $115K 0.00% +42.0 +7.6% $194.34 +33.2%
319 FFBC FIRST FINL BANCORP OH Financial Services 4,537.0 $114K 0.00% +660.0 +17.0% $25.02 +22.8%
320 RMD RESMED INC Healthcare 462.0 $111K 0.00% +5.0 +1.1% $240.87 -13.6%
Page 16 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%