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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 18 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JOYY JOYY INC Communication Services 1,473.0 $95K 0.00% +133.0 +9.9% $64.76 -16.0%
342 PRGO PERRIGO CO PLC Healthcare 6,791.0 $95K 0.00% +2K +34.9% $13.92 -19.4%
343 JKHY HENRY JACK & ASSOC INC Technology 517.0 $94K 0.00% +28.0 +5.7% $182.48 -23.2%
344 CPRT COPART INC Industrials 2,389.0 $94K 0.00% +305.0 +14.6% $39.15 -13.7%
345 INDY ISHARES TR 1,885.0 $93K 0.00% +2K +1863.5% $49.29 -13.7%
346 IEX IDEX CORP Industrials 521.0 $93K 0.00% +43.0 +9.0% $177.94 +17.3%
347 SOUTHSTATE BK CORP 982.0 $92K 0.00% +431.0 +78.2% $94.11
348 DVA DAVITA INC Healthcare 785.0 $89K 0.00% +219.0 +38.7% $113.61 +74.7%
349 EFX EQUIFAX INC Industrials 409.0 $89K 0.00% +167.0 +69.0% $216.98 -24.4%
350 RKT ROCKET COS INC Financial Services 4,519.0 $87K 0.00% +4K +10000.0% $19.36 -28.8%
351 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 685.0 $86K 0.00% +235.0 +52.2% $125.87 -38.6%
352 MSTR STRATEGY INC Technology 563.0 $85K 0.00% +21.0 +3.9% $151.85 +5.3%
353 PDBC INVESCO ACTVELY MNGD ETC FD 6,441.0 $85K 0.00% +164.0 +2.6% $13.25 +37.4%
354 YALA YALLA GROUP LTD Technology 12,251.0 $85K 0.00% +2K +19.0% $6.94 -11.1%
355 RPM RPM INTL INC Basic Materials 807.0 $84K 0.00% +32.0 +4.1% $104.00 -3.0%
356 ACGL ARCH CAP GROUP LTD Financial Services 873.0 $84K 0.00% +23.0 +2.7% $95.92 +0.4%
357 MPLX MPLX LP Energy 1,560.0 $83K 0.00% +1K +1148.0% $53.37 +5.8%
358 GFF GRIFFON CORP Industrials 1,115.0 $82K 0.00% +15.0 +1.4% $73.65 +15.2%
359 USIG ISHARES TR 1,584.0 $82K 0.00% +67.0 +4.4% $51.77 -1.5%
360 ACIW ACI WORLDWIDE INC Technology 1,687.0 $81K 0.00% +439.0 +35.2% $47.81 -10.6%
Page 18 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%