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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 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VEON LTD 2.0 $105.0 NEW $52.50
202 374WATER INC 50.0 $102.0 NEW $2.04
203 FBCG FIDELITY COVINGTON TRUST 2.0 $84.0 NEW $42.00 +45.7%
204 CEVA CEVA INC Technology 3.0 $68.0 NEW $22.67 +69.6%
205 RYTHM INC 2.0 $43.0 NEW $21.50
206 SSTK SHUTTERSTOCK INC Communication Services 2.0 $39.0 NEW $19.50 -20.1%
207 VSAT VIASAT INC Technology 1.0 $30.0 NEW $30.00 +150.9%
208 FDVV FIDELITY COVINGTON TRUST $28.0 NEW
209 WORKHORSE GROUP INC 5.0 $25.0 NEW $5.00
210 CDNA CAREDX INC Healthcare 1.0 $19.0 NEW $19.00 +13.5%
211 FCPI FIDELITY COVINGTON TRUST $18.0 NEW
Page 11 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%