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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 17 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INSW INTERNATIONAL SEAWAYS INC Energy 2,291.0 $111K 0.00% +113.0 +5.2% $48.55 +72.0%
322 HL HECLA MNG CO Basic Materials 5,786.0 $111K 0.00% +500.0 +9.5% $19.19 -11.5%
323 JAAA JANUS DETROIT STR TR 2,192.0 $111K 0.00% +2K +1626.0% $50.58 +0.2%
324 VDC VANGUARD WORLD FD 522.0 $110K 0.00% +227.0 +77.0% $211.24 +8.7%
325 MLI MUELLER INDS INC Industrials 949.0 $109K 0.00% +13.0 +1.4% $114.80 +16.2%
326 VNET VNET GROUP INC Technology 12,859.0 $109K 0.00% +12K +3310.9% $8.46 +12.8%
327 GDDY GODADDY INC Technology 870.0 $108K 0.00% +31.0 +3.7% $124.08 -27.1%
328 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 3,254.0 $107K 0.00% +3K +686.0% $33.02 +3.3%
329 EXPD EXPEDITORS INTL WASH INC Industrials 721.0 $107K 0.00% +16.0 +2.3% $149.01 +6.4%
330 SBLK STAR BULK CARRIERS CORP. Industrials 5,557.0 $107K 0.00% +2K +68.4% $19.22 +37.4%
331 DCOR DIMENSIONAL ETF TRUST 1,409.0 $104K 0.00% +1K +282.9% $73.64 +9.9%
332 EVRG EVERGY INC Utilities 1,418.0 $103K 0.00% +162.0 +12.9% $72.49 +15.8%
333 HCM HUTCHMED CHINA LTD Healthcare 7,708.0 $103K 0.00% +4K +131.5% $13.33 -10.1%
334 PAYC PAYCOM SOFTWARE INC Technology 630.0 $100K 0.00% +425.0 +207.3% $159.36 -13.5%
335 HDV ISHARES TR 822.0 $100K 0.00% +26.0 +3.3% $121.61 -77.0%
336 CRH PLC 798.0 $100K 0.00% +27.0 +3.5% $124.80
337 BLD TOPBUILD CORP Industrials 235.0 $98K 0.00% +3.0 +1.3% $417.19 -2.2%
338 J JACOBS SOLUTIONS INC Industrials 730.0 $97K 0.00% +35.0 +5.0% $132.46 -13.4%
339 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 2,224.0 $96K 0.00% +453.0 +25.6% $43.29 +61.0%
340 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,061.0 $96K 0.00% +9.0 +0.9% $90.68 +3.8%
Page 17 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%