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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 29 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 45.0 $2K +35.0 +350.0% $40.53 +13.0%
562 LAZ LAZARD INC Financial Services 35.0 $2K +7.0 +25.0% $48.57 -1.8%
563 SYNA SYNAPTICS INC Technology 22.0 $2K +1.0 +4.8% $75.55 +71.8%
564 CUK CARNIVAL PLC Consumer Cyclical 49.0 $1K +17.0 +53.1% $30.35 -9.5%
565 SIRI SIRIUSXM HOLDINGS INC Communication Services 70.0 $1K +11.0 +18.6% $19.93 +35.7%
566 RBC RBC BEARINGS INC Industrials 3.0 $1K +1.0 +50.0% $448.33 +27.4%
567 STANDARDAERO INC 45.0 $1K +23.0 +104.5% $28.69
568 FRO FRONTLINE PLC Energy 56.0 $1K +6.0 +12.0% $21.82 +76.2%
569 NEOG NEOGEN CORP Healthcare 173.0 $1K +61.0 +54.5% $6.99 +26.8%
570 BIOHAVEN LTD 93.0 $1K +62.0 +200.0% $11.29
571 ONEQ FIDELITY COMWLTH TR 11.0 $1K +1.0 +10.0% $95.00 +8.8%
572 CCC CCC INTELLIGENT SOLUTIONS HL Technology 131.0 $1K +16.0 +13.9% $7.92 -42.7%
573 TGS TRANSPORTADORA DE GAS SUR Energy 29.0 $902.0 +10.0 +52.6% $31.10 -8.0%
574 NAIL DBX ETF TR 16.0 $804.0 +10.0 +166.7% $50.25 -28.4%
575 DEI DOUGLAS EMMETT INC Real Estate 63.0 $693.0 +1.0 +1.6% $11.00 +4.2%
576 BB BLACKBERRY LTD Technology 115.0 $436.0 +100.0 +666.7% $3.79 +75.4%
577 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5.0 $405.0 +2.0 +66.7% $81.00 -32.5%
578 UWMC UWM HOLDINGS CORPORATION Financial Services 68.0 $298.0 +29.0 +74.4% $4.38 -31.3%
579 QDEL QUIDELORTHO CORP Healthcare 10.0 $286.0 +5.0 +100.0% $28.60 -58.4%
Page 29 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%