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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 4 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFUV DIMENSIONAL ETF TRUST 45,115.0 $2.1M 0.02% +1K +3.1% $46.59 +14.0%
62 EFA ISHARES TR 21,878.0 $2.1M 0.02% +3K +18.9% $96.03 +8.3%
63 BA BOEING CO Industrials 9,331.0 $2.0M 0.02% +169.0 +1.8% $217.13 +0.9%
64 JEPI J P MORGAN EXCHANGE TRADED F 35,359.0 $2.0M 0.02% +17K +89.8% $57.24 -1.6%
65 ATO ATMOS ENERGY CORP Utilities 11,509.0 $1.9M 0.02% +156.0 +1.4% $167.63 +6.1%
66 MGK VANGUARD WORLD FD 4,634.0 $1.9M 0.02% +198.0 +4.5% $412.77 -78.4%
67 BILS SPDR SERIES TRUST 19,188.0 $1.9M 0.02% +188.0 +1.0% $99.22 +0.2%
68 BLUE OWL TECHNOLOGY FIN CORP 126,897.0 $1.8M 0.02% +74K +141.6% $14.54
69 BTI BRITISH AMERN TOB PLC Consumer Defensive 32,468.0 $1.8M 0.02% +692.0 +2.2% $56.62 +15.4%
70 IWM ISHARES TR 7,464.0 $1.8M 0.02% +3K +74.0% $246.15 +15.8%
71 GEV GE VERNOVA INC Utilities 2,778.0 $1.8M 0.02% +317.0 +12.9% $653.58 +58.9%
72 ISHARES TR 38,078.0 $1.7M 0.02% +12K +45.2% $45.45
73 SHEL SHELL PLC Energy 22,838.0 $1.7M 0.02% +261.0 +1.2% $73.48 +16.6%
74 DIS DISNEY WALT CO Communication Services 13,960.0 $1.6M 0.02% +909.0 +7.0% $113.77 -9.5%
75 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 7,540.0 $1.6M 0.02% +1K +19.1% $205.60 +3.6%
76 VDE VANGUARD WORLD FD 11,902.0 $1.5M 0.02% +722.0 +6.5% $125.92 +33.4%
77 SBR SABINE RTY TR Energy 21,758.0 $1.5M 0.02% +5K +27.9% $68.57 +12.4%
78 WM WASTE MGMT INC DEL Industrials 6,611.0 $1.5M 0.02% +321.0 +5.1% $219.72 -0.8%
79 AMG AFFILIATED MANAGERS GROUP IN Financial Services 4,980.0 $1.4M 0.02% +193.0 +4.0% $288.28 +4.7%
80 KLAC KLA CORP Technology 1,181.0 $1.4M 0.02% +90.0 +8.2% $1215.08 +55.4%
Page 4 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%