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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 7 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MFG MIZUHO FINANCIAL GROUP INC Financial Services 100,392.0 $735K 0.01% +39K +64.8% $7.32 +27.3%
122 PAAS PAN AMERN SILVER CORP Basic Materials 13,982.0 $724K 0.01% +497.0 +3.7% $51.81 +4.1%
123 CACI CACI INTL INC Technology 1,357.0 $723K 0.01% +737.0 +118.9% $532.81 -5.9%
124 VONV VANGUARD SCOTTSDALE FDS 7,780.0 $718K 0.01% +780.0 +11.1% $92.30 +12.3%
125 NEW GOLD INC CDA 82,234.0 $716K 0.01% +4K +5.2% $8.71
126 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,800.0 $716K 0.01% +999.0 +3.5% $24.02 +56.5%
127 CGDV CAPITAL GROUP DIVIDEND VALUE 15,972.0 $697K 0.01% +15K +1220.0% $43.64 +9.9%
128 FORTINET INC 8,719.0 $692K 0.01% +1K +15.1% $79.41
129 DHI D R HORTON INC Consumer Cyclical 4,752.0 $684K 0.01% +25.0 +0.5% $144.02 -0.2%
130 CME CME GROUP INC Financial Services 2,493.0 $681K 0.01% +130.0 +5.5% $273.03 +6.7%
131 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,729.0 $680K 0.01% +186.0 +4.1% $143.89 +51.8%
132 MKSI MKS INC. Technology 4,227.0 $675K 0.01% +182.0 +4.5% $159.80 +100.6%
133 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,102.0 $665K 0.01% +205.0 +22.9% $603.06 +11.2%
134 WHF WHITEHORSE FIN INC Financial Services 95,601.0 $664K 0.01% +20K +26.7% $6.95 -5.3%
135 UBER UBER TECHNOLOGIES INC Technology 7,922.0 $647K 0.01% +1K +19.6% $81.71 -12.1%
136 USB US BANCORP DEL Financial Services 12,123.0 $647K 0.01% +2K +17.7% $53.36 +2.8%
137 INFY INFOSYS LTD Technology 36,098.0 $643K 0.01% +8K +28.1% $17.82 -28.9%
138 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 27,386.0 $639K 0.01% +540.0 +2.0% $23.32 +7.3%
139 FNV FRANCO NEV CORP Basic Materials 3,052.0 $633K 0.01% +876.0 +40.3% $207.31 +9.1%
140 NVMI NOVA LTD Technology 1,908.0 $627K 0.01% +16.0 +0.8% $328.39 +53.3%
Page 7 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%