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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 23 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CFR CULLEN FROST BANKERS INC Financial Services 257.0 $33K +184.0 +252.1% $126.63 +10.1%
442 AES AES CORP Utilities 2,269.0 $33K +538.0 +31.1% $14.34 +2.4%
443 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,832.0 $32K +436.0 +31.2% $17.71 -6.2%
444 TRNO TERRENO RLTY CORP Real Estate 549.0 $32K +26.0 +5.0% $58.71 +12.5%
445 SPTB SPDR SERIES TRUST 1,046.0 $32K +1K +10000.0% $30.42 -1.7%
446 BNL BROADSTONE NET LEASE INC Real Estate 1,828.0 $32K +38.0 +2.1% $17.37 +17.4%
447 SBSW SIBANYE STILLWATER LTD Basic Materials 2,193.0 $31K +1K +84.1% $14.25 -19.7%
448 SFST SOUTHERN FIRST BANCSHARES Financial Services 600.0 $31K +162.0 +37.0% $51.52 +11.3%
449 VIOG VANGUARD ADMIRAL FDS INC 250.0 $30K +200.0 +400.0% $121.28 +14.7%
450 XLB SELECT SECTOR SPDR TR 668.0 $30K +334.0 +100.0% $45.35 +10.9%
451 JHMM JOHN HANCOCK EXCHANGE TRADED 462.0 $30K +3.0 +0.7% $65.42 +11.0%
452 OSK OSHKOSH CORP Industrials 235.0 $30K +18.0 +8.3% $125.63 +2.3%
453 TECH BIO-TECHNE CORP Healthcare 499.0 $29K +46.0 +10.2% $58.81 -18.0%
454 KEX KIRBY CORP Industrials 265.0 $29K +55.0 +26.2% $110.18 +30.1%
455 EMGF ISHARES INC 499.0 $29K +223.0 +80.8% $57.85 +22.4%
456 YETI YETI HLDGS INC Consumer Cyclical 632.0 $28K +603.0 +2079.3% $44.17 -0.4%
457 NEBIUS GROUP N.V. 332.0 $28K +141.0 +73.8% $83.70
458 TIGO MILLICOM INTL CELLULAR S A Communication Services 485.0 $27K +427.0 +736.2% $55.44 +54.8%
459 SOFI SOFI TECHNOLOGIES INC Financial Services 1,012.0 $26K +878.0 +655.2% $26.18 -40.3%
460 Z ZILLOW GROUP INC Communication Services 386.0 $26K +81.0 +26.6% $68.22 -46.1%
Page 23 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%