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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 13 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DASH DOORDASH INC Communication Services 2,765.0 $626K 0.01% -310.0 -10.1% $226.48 -29.7%
242 LITE LUMENTUM HLDGS INC Technology 1,692.0 $624K 0.01% -2K -53.4% $368.59 +161.7%
243 GILD GILEAD SCIENCES INC Healthcare 5,033.0 $618K 0.01% -607.0 -10.8% $122.74 +6.3%
244 IEV ISHARES TR 8,927.0 $612K 0.01% -370.0 -4.0% $68.60 +6.4%
245 SHOP SHOPIFY INC Technology 3,799.0 $612K 0.01% -945.0 -19.9% $160.97 -34.8%
246 SCHX SCHWAB STRATEGIC TR 22,574.0 $607K 0.01% -1K -4.5% $26.91 +8.5%
247 XEL XCEL ENERGY INC Utilities 8,213.0 $607K 0.01% -726.0 -8.1% $73.86 +8.1%
248 E ENI S P A Energy 15,837.0 $601K 0.01% -997.0 -5.9% $37.94 +45.3%
249 CI THE CIGNA GROUP Healthcare 2,173.0 $598K 0.01% -131.0 -5.7% $275.23 +2.5%
250 AOS SMITH A O CORP Industrials 8,849.0 $592K 0.01% -596.0 -6.3% $66.88 -14.5%
251 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,144.0 $590K 0.01% -580.0 -21.3% $275.39 +172.7%
252 QIAGEN NV 13,051.0 $587K 0.01% -2K -15.3% $44.97
253 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,785.0 $587K 0.01% -105.0 -5.6% $328.60 -22.7%
254 PKG PACKAGING CORP AMER Consumer Cyclical 2,844.0 $586K 0.01% -708.0 -19.9% $206.19 +3.4%
255 ZTS ZOETIS INC Healthcare 4,629.0 $582K 0.01% -1K -21.3% $125.83 -36.7%
256 APD AIR PRODS & CHEMS INC Basic Materials 2,338.0 $577K 0.01% -1K -30.5% $246.98 +17.5%
257 FORM FORMFACTOR INC Technology 10,346.0 $577K 0.01% -1K -12.6% $55.78 +129.5%
258 WBS WEBSTER FINL CORP Financial Services 9,141.0 $575K 0.01% -319.0 -3.4% $62.94 +16.1%
259 RNST RENASANT CORP Financial Services 16,321.0 $575K 0.01% -3K -14.5% $35.22 +16.8%
260 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,607.0 $575K 0.01% -105.0 -2.8% $159.36 +42.0%
Page 13 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%