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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 10 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PRAA PRA GROUP INC Financial Services 20.0 $354.0 NEW $17.70 -17.9%
182 APLS APELLIS PHARMACEUTICALS INC Healthcare 14.0 $352.0 NEW $25.14 +63.2%
183 BHC BAUSCH HEALTH COS INC Healthcare 50.0 $348.0 NEW $6.96 -21.7%
184 STGW STAGWELL INC Communication Services 68.0 $333.0 NEW $4.90 +27.0%
185 JBGS JBG SMITH PPTYS Real Estate 19.0 $323.0 NEW $17.00 -15.3%
186 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 6.0 $322.0 NEW $53.67 -4.2%
187 ROCK GIBRALTAR INDS INC Industrials 6.0 $297.0 NEW $49.50 -29.0%
188 BIRKENSTOCK HOLDING PLC 7.0 $286.0 NEW $40.86
189 AMN AMN HEALTHCARE SVCS INC Healthcare 18.0 $284.0 NEW $15.78 +62.6%
190 GAMESTOP CORP NEW 92.0 $277.0 NEW $3.01
191 FA FIRST ADVANTAGE CORP NEW Industrials 19.0 $276.0 NEW $14.53 +3.5%
192 WEBULL CORP 32.0 $249.0 NEW $7.78
193 JMST J P MORGAN EXCHANGE TRADED F 4.0 $204.0 NEW $51.00 -0.3%
194 XMTR XOMETRY INC Industrials 3.0 $200.0 NEW $66.67 +37.7%
195 HUDSON PAC PPTYS INC 18.0 $195.0 NEW $10.83
196 RDW REDWIRE CORPORATION Industrials 24.0 $185.0 NEW $7.71 +91.6%
197 SPIRE GLOBAL INC 23.0 $176.0 NEW $7.65
198 SATL SATELLOGIC INC Technology 87.0 $162.0 NEW $1.86 +422.0%
199 BANK AMERICA CORP $125.0 NEW
200 ETHA ISHARES ETHEREUM TR Financial Services 5.0 $112.0 NEW $22.40 -27.9%
Page 10 of 11  ·  211 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%