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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 28 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TPG TPG INC Financial Services 73.0 $5K +7.0 +10.6% $63.84 -34.8%
542 BZ KANZHUN LIMITED Industrials 219.0 $4K +38.0 +21.0% $20.38 -32.5%
543 BEN FRANKLIN RESOURCES INC Financial Services 185.0 $4K +41.0 +28.5% $23.89 +29.8%
544 ONON ON HLDG AG Consumer Cyclical 94.0 $4K +6.0 +6.8% $46.48 -14.3%
545 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 31.0 $4K +4.0 +14.8% $131.84 -34.9%
546 OCCIDENTAL PETE CORP 209.0 $4K +9.0 +4.5% $19.26
547 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 276.0 $4K +200.0 +263.2% $13.28 -15.4%
548 FG F&G ANNUITIES & LIFE INC Financial Services 118.0 $4K +96.0 +436.4% $30.85 -9.9%
549 APG API GROUP CORP Industrials 93.0 $4K +6.0 +6.9% $38.26 +8.8%
550 INDB INDEPENDENT BK CORP MASS Financial Services 48.0 $4K +2.0 +4.3% $73.08 +7.8%
551 HEI HEICO CORP NEW Industrials 11.0 $4K +1.0 +10.0% $318.73 -5.5%
552 H HYATT HOTELS CORP Consumer Cyclical 21.0 $3K +2.0 +10.5% $160.33 +8.6%
553 ANNALY CAPITAL MANAGEMENT IN 120.0 $3K +5.0 +4.3% $22.36
554 VGZ VISTA GOLD CORP Basic Materials 1,340.0 $3K +600.0 +81.1% $1.97 +13.7%
555 RXO RXO INC Industrials 205.0 $3K +114.0 +125.3% $12.64 +92.7%
556 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 14.0 $2K +3.0 +27.3% $171.29 +125.3%
557 FENI FIDELITY COVINGTON TRUST 62.0 $2K +1.0 +1.6% $36.52 +9.4%
558 HIW HIGHWOODS PPTYS INC Real Estate 84.0 $2K +2.0 +2.4% $25.82 -0.7%
559 TDOC TELADOC HEALTH INC Healthcare 274.0 $2K +63.0 +29.9% $7.00 -6.1%
560 MOMO HELLO GROUP INC Communication Services 286.0 $2K +9.0 +3.2% $6.55 -9.9%
Page 28 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%