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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 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AESI ATLAS ENERGY SOLUTIONS INC Energy 105.0 $989.0 NEW $9.42 +106.7%
142 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 35.0 $951.0 NEW $27.17 -27.8%
143 ARRY ARRAY TECHNOLOGIES INC Energy 102.0 $940.0 NEW $9.22 -11.0%
144 CLNE CLEAN ENERGY FUELS CORP Energy 430.0 $904.0 NEW $2.10 -3.4%
145 BBEU J P MORGAN EXCHANGE TRADED F 12.0 $880.0 NEW $73.33 +6.1%
146 WNC WABASH NATL CORP Industrials 100.0 $865.0 NEW $8.65 -19.5%
147 SKY CHAMPION HOMES INC Consumer Cyclical 10.0 $845.0 NEW $84.50 -17.5%
148 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 13.0 $815.0 NEW $62.69 +6.1%
149 YMM FULL TRUCK ALLIANCE CO LTD Technology 72.0 $773.0 NEW $10.74 -21.2%
150 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 87.0 $740.0 NEW $8.51 +13.8%
151 AXSM AXSOME THERAPEUTICS INC Healthcare 4.0 $731.0 NEW $182.75 +27.8%
152 AHCO ADAPTHEALTH CORP Healthcare 69.0 $687.0 NEW $9.96 +5.8%
153 SGRY SURGERY PARTNERS INC Healthcare 42.0 $649.0 NEW $15.45 -12.7%
154 APOGEE THERAPEUTICS INC 8.0 $604.0 NEW $75.50
155 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 40.0 $593.0 NEW $14.82 -9.1%
156 LGND LIGAND PHARMACEUTICALS INC Healthcare 3.0 $567.0 NEW $189.00 +17.6%
157 ITRI ITRON INC Technology 6.0 $557.0 NEW $92.83 -11.8%
158 VIAV VIAVI SOLUTIONS INC Technology 31.0 $552.0 NEW $17.81 +170.1%
159 CRVL CORVEL CORP Financial Services 8.0 $541.0 NEW $67.62 -9.0%
160 XRN GLOBAL MED REIT INC Financial Services 16.0 $540.0 NEW $33.75 +7.4%
Page 8 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%