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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 24 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BN BROOKFIELD CORP Financial Services 568.0 $26K +203.0 +55.6% $45.89 -1.1%
462 STNE STONECO LTD Technology 1,736.0 $26K +2K +10000.0% $14.79 -25.6%
463 ROKU ROKU INC Communication Services 234.0 $25K +204.0 +680.0% $108.49 +15.7%
464 VENTURE GLOBAL INC 3,700.0 $25K +4K +1750.0% $6.82
465 SAIA SAIA INC Industrials 77.0 $25K +25.0 +48.1% $326.52 +39.7%
466 AVSC AMERICAN CENTY ETF TR 426.0 $25K +62.0 +17.0% $58.74 +15.9%
467 UI UBIQUITI INC Technology 45.0 $25K +21.0 +87.5% $553.33 +10.4%
468 APA APA CORPORATION Energy 954.0 $23K +37.0 +4.0% $24.47 +58.6%
469 TAC TRANSALTA CORP Utilities 1,843.0 $23K +2K +448.5% $12.64 +7.4%
470 ABCB AMERIS BANCORP Financial Services 313.0 $23K +193.0 +160.8% $74.27 +14.0%
471 TELIX PHARMACEUTICAL LTD 3,086.0 $23K +2K +155.9% $7.49
472 HBM HUDBAY MINERALS INC Basic Materials 1,137.0 $23K +1K +1547.8% $19.85 +22.9%
473 PB PROSPERITY BANCSHARES INC Financial Services 319.0 $22K +7.0 +2.2% $69.11 -0.0%
474 SUZ SUZANO S A Basic Materials 2,347.0 $22K +2K +559.3% $9.34 -11.0%
475 QXO QXO INC Industrials 1,134.0 $22K +223.0 +24.5% $19.29 -13.6%
476 FERROVIAL SE 329.0 $21K +129.0 +64.5% $64.61
477 KMT KENNAMETAL INC Industrials 743.0 $21K +256.0 +52.6% $28.41 +27.0%
478 SII SPROTT INC Financial Services 215.0 $21K +200.0 +1333.3% $97.92 +27.6%
479 INTF ISHARES TR 551.0 $21K +213.0 +63.0% $37.75 +9.5%
480 IXUS ISHARES TR 241.0 $20K +86.0 +55.5% $84.49 +12.4%
Page 24 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%