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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 20 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PEGA PEGASYSTEMS INC Technology 1,096.0 $65K 0.00% +414.0 +60.7% $59.72 -42.5%
382 TW TRADEWEB MKTS INC Financial Services 605.0 $65K 0.00% +16.0 +2.7% $107.54 -1.2%
383 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 713.0 $64K 0.00% +214.0 +42.9% $90.03 -3.8%
384 ONTO ONTO INNOVATION INC Technology 406.0 $64K 0.00% +125.0 +44.5% $157.86 +66.1%
385 PAY PAYMENTUS HOLDINGS INC Technology 2,025.0 $64K 0.00% +1K +186.8% $31.59 -25.8%
386 DPZ DOMINOS PIZZA INC Consumer Cyclical 152.0 $63K 0.00% +5.0 +3.4% $416.82 -24.1%
387 BBCA J P MORGAN EXCHANGE TRADED F 671.0 $62K 0.00% +9.0 +1.4% $93.00 +8.1%
388 EIX EDISON INTL Utilities 1,036.0 $62K 0.00% +108.0 +11.6% $60.02 +18.6%
389 NXT NEXTPOWER INC Technology 710.0 $62K 0.00% +46.0 +6.9% $87.11 +49.8%
390 TILE INTERFACE INC Consumer Cyclical 2,199.0 $61K 0.00% +1K +88.3% $27.92 +3.2%
391 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 561.0 $61K 0.00% +70.0 +14.3% $108.77 -5.1%
392 USFD US FOODS HLDG CORP Consumer Defensive 802.0 $60K 0.00% +8.0 +1.0% $75.32 +6.8%
393 FSS FEDERAL SIGNAL CORP Industrials 541.0 $59K 0.00% +4.0 +0.7% $108.59 +3.7%
394 SCHO SCHWAB STRATEGIC TR 2,405.0 $59K 0.00% +308.0 +14.7% $24.37 -1.0%
395 BNS BANK NOVA SCOTIA HALIFAX Financial Services 794.0 $59K 0.00% +764.0 +2546.7% $73.69 +8.3%
396 SWKS SKYWORKS SOLUTIONS INC Technology 922.0 $58K 0.00% +19.0 +2.1% $63.40 +30.0%
397 DBX DROPBOX INC Technology 2,092.0 $58K 0.00% +20.0 +1.0% $27.80 -1.3%
398 CR CRANE COMPANY Industrials 310.0 $57K 0.00% +32.0 +11.5% $184.43 -2.5%
399 TOST TOAST INC Technology 1,599.0 $57K 0.00% +1K +773.8% $35.51 -34.8%
400 FLOT ISHARES TR 1,112.0 $57K 0.00% +17.0 +1.6% $50.87 +0.3%
Page 20 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%