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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 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CHT CHUNGHWA TELECOM CO LTD Communication Services 18,157.0 $757K 0.01% -4K -16.2% $41.71 +5.1%
202 CL COLGATE PALMOLIVE CO Consumer Defensive 9,334.0 $738K 0.01% -1K -10.4% $79.02 +14.5%
203 BWA BORGWARNER INC Consumer Cyclical 16,356.0 $737K 0.01% -1K -7.4% $45.06 +41.0%
204 GATX GATX CORP Industrials 4,343.0 $736K 0.01% -1K -20.9% $169.58 +2.0%
205 CTVA CORTEVA INC Basic Materials 10,943.0 $733K 0.01% -617.0 -5.3% $67.03 +17.9%
206 AROC ARCHROCK INC Energy 27,958.0 $727K 0.01% -7K -20.9% $26.02 +41.8%
207 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 34,460.0 $725K 0.01% -2K -4.7% $21.05 -17.1%
208 CCL CARNIVAL CORP Consumer Cyclical 23,704.0 $724K 0.01% -329.0 -1.4% $30.54 -14.3%
209 GDXJ VANECK ETF TRUST 6,345.0 $722K 0.01% -292.0 -4.4% $113.78 -1.4%
210 EWBC EAST WEST BANCORP INC Financial Services 6,415.0 $721K 0.01% -91.0 -1.4% $112.39 +9.4%
211 HBNC HORIZON BANCORP INC Financial Services 42,354.0 $718K 0.01% -12K -22.7% $16.96 +8.6%
212 WTFC WINTRUST FINL CORP Financial Services 5,130.0 $717K 0.01% -171.0 -3.2% $139.82 +7.1%
213 CB CHUBB LIMITED Financial Services 2,294.0 $716K 0.01% -186.0 -7.5% $311.99 +5.9%
214 FIS FIDELITY NATL INFORMATION SV Technology 10,763.0 $715K 0.01% -732.0 -6.4% $66.46 -34.4%
215 AJG GALLAGHER ARTHUR J & CO Financial Services 2,741.0 $709K 0.01% -319.0 -10.4% $258.80 -19.9%
216 EQIX EQUINIX INC Real Estate 919.0 $704K 0.01% -47.0 -4.9% $765.90 +40.8%
217 AMGN AMGEN INC Healthcare 2,144.0 $702K 0.01% -321.0 -13.0% $327.35 +3.1%
218 CVS CVS HEALTH CORP Healthcare 8,802.0 $699K 0.01% -904.0 -9.3% $79.36 +17.6%
219 BHP BHP GROUP LTD Basic Materials 11,523.0 $696K 0.01% -1K -9.4% $60.37 +40.7%
220 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,193.0 $693K 0.01% -206.0 -14.7% $580.71 -25.4%
Page 11 of 60  ·  1,186 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%