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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 21 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ROL ROLLINS INC Consumer Cyclical 942.0 $57K 0.00% +43.0 +4.8% $60.02 -10.9%
402 USHY ISHARES TR 1,497.0 $56K 0.00% +370.0 +32.8% $37.40 -1.1%
403 MOH MOLINA HEALTHCARE INC Healthcare 322.0 $56K 0.00% +62.0 +23.9% $173.76 +6.0%
404 KMX CARMAX INC Consumer Cyclical 1,424.0 $55K 0.00% +237.0 +20.0% $38.64 +4.4%
405 ISHARES TR 2,371.0 $53K 0.00% +2K +321.1% $22.47
406 SOXX ISHARES TR 176.0 $53K 0.00% +21.0 +13.6% $301.15 +78.4%
407 AWK AMERICAN WTR WKS CO INC NEW Utilities 398.0 $52K 0.00% +15.0 +3.9% $130.51 -4.1%
408 TTD THE TRADE DESK INC Technology 1,362.0 $52K 0.00% +95.0 +7.5% $37.96 -41.0%
409 UBSI UNITED BANKSHARES INC WEST V Financial Services 1,319.0 $51K 0.00% +157.0 +13.5% $38.40 +12.7%
410 U UNITY SOFTWARE INC Technology 1,142.0 $50K 0.00% +1K +3360.6% $44.17 -42.1%
411 PULS PGIM ETF TR 1,001.0 $50K 0.00% +1K +10000.0% $49.58 +0.2%
412 SCHK SCHWAB STRATEGIC TR 1,500.0 $49K 0.00% +899.0 +149.6% $32.80 +9.3%
413 JXN JACKSON FINANCIAL INC Financial Services 455.0 $49K 0.00% +3.0 +0.7% $106.65 +0.3%
414 BAX BAXTER INTL INC Healthcare 2,534.0 $48K 0.00% +506.0 +24.9% $19.11 +0.4%
415 INMD INMODE LTD Healthcare 3,286.0 $48K 0.00% +425.0 +14.8% $14.69 -6.5%
416 CNX CNX RES CORP Energy 1,305.0 $48K 0.00% +9.0 +0.7% $36.77 -4.0%
417 CRWV COREWEAVE INC Technology 667.0 $48K 0.00% +666.0 +10000.0% $71.61 +47.3%
418 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 443.0 $46K 0.00% +67.0 +17.8% $103.47 +21.0%
419 GSLC GOLDMAN SACHS ETF TR 343.0 $45K 0.00% +18.0 +5.5% $132.37 +7.0%
420 RKLB ROCKET LAB CORP Industrials 650.0 $45K 0.00% +226.0 +53.3% $69.78 +94.5%
Page 21 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%