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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 19 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WST WEST PHARMACEUTICAL SVSC INC Healthcare 291.0 $80K 0.00% +7.0 +2.5% $275.14 +15.0%
362 ADMA ADMA BIOLOGICS INC Healthcare 4,269.0 $78K 0.00% +2K +138.2% $18.24 -54.8%
363 RYN RAYONIER INC Real Estate 3,585.0 $78K 0.00% +2K +87.4% $21.65 -6.0%
364 DOCU DOCUSIGN INC Technology 1,133.0 $77K 0.00% +61.0 +5.7% $68.40 -27.6%
365 CANADIAN PACIFIC KANSAS CITY 1,050.0 $77K 0.00% +13.0 +1.2% $73.63
366 CROX CROCS INC Consumer Cyclical 901.0 $77K 0.00% +86.0 +10.6% $85.52 +29.1%
367 AGQ PROSHARES TR II Financial Services 491.0 $76K 0.00% +228.0 +86.7% $155.12 -26.0%
368 HTGC HERCULES CAPITAL INC Financial Services 4,020.0 $76K 0.00% +20.0 +0.5% $18.82 -18.5%
369 ZM ZOOM COMMUNICATIONS INC Technology 865.0 $75K 0.00% +6.0 +0.7% $86.29 +12.1%
370 KIO KKR INCOME OPPORTUNITIES FD Financial Services 6,345.0 $74K 0.00% +6K +10000.0% $11.59 -2.9%
371 IONQ IONQ INC Technology 1,612.0 $72K 0.00% +345.0 +27.2% $44.87 +41.8%
372 VNQI VANGUARD INTL EQUITY INDEX F 1,555.0 $71K 0.00% +625.0 +67.2% $45.84 -0.5%
373 BLOCK INC 1,091.0 $71K 0.00% +29.0 +2.7% $65.09
374 XYL XYLEM INC Industrials 515.0 $70K 0.00% +21.0 +4.2% $136.18 -20.2%
375 TFX TELEFLEX INCORPORATED Healthcare 568.0 $69K 0.00% +75.0 +15.2% $122.04 +8.8%
376 USPH U S PHYSICAL THERAPY Healthcare 873.0 $68K 0.00% +233.0 +36.4% $78.09 -20.7%
377 BBJP J P MORGAN EXCHANGE TRADED F 1,034.0 $68K 0.00% +18.0 +1.8% $65.91 +13.0%
378 LNTH LANTHEUS HLDGS INC Healthcare 990.0 $66K 0.00% +230.0 +30.3% $66.55 +54.8%
379 SLGN SILGAN HLDGS INC Consumer Cyclical 1,627.0 $66K 0.00% +1K +172.5% $40.37 -6.1%
380 BRO BROWN & BROWN INC Financial Services 822.0 $66K 0.00% +13.0 +1.6% $79.70 -27.5%
Page 19 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%