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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 14 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WELL WELLTOWER INC Real Estate 3,079.0 $571K 0.01% -129.0 -4.0% $185.61 +17.8%
262 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 24,377.0 $568K 0.01% -3K -10.0% $23.31 -2.6%
263 BIDU BAIDU INC Communication Services 4,334.0 $566K 0.01% -44.0 -1.0% $130.67 +0.4%
264 CMS CMS ENERGY CORP Utilities 8,089.0 $566K 0.01% -1K -12.9% $69.93 +5.3%
265 BKNG BOOKING HOLDINGS INC Consumer Cyclical 104.0 $557K 0.01% -12.0 -10.3% $5357.69 -97.0%
266 CF CF INDS HLDGS INC Basic Materials 7,164.0 $554K 0.01% -2K -24.1% $77.34 +57.3%
267 HXL HEXCEL CORP NEW Industrials 7,435.0 $549K 0.01% -198.0 -2.6% $73.90 +14.7%
268 NET CLOUDFLARE INC Technology 2,774.0 $547K 0.01% -109.0 -3.8% $197.12 +7.9%
269 DOV DOVER CORP Industrials 2,789.0 $545K 0.01% -57.0 -2.0% $195.27 +6.4%
270 XLC SELECT SECTOR SPDR TR 4,595.0 $541K 0.01% -25.0 -0.5% $117.72 -1.4%
271 SHW SHERWIN WILLIAMS CO Basic Materials 1,665.0 $539K 0.01% -59.0 -3.4% $323.98 -5.0%
272 NVO NOVO-NORDISK A S Healthcare 10,541.0 $536K 0.01% -5K -30.4% $50.88 -12.8%
273 FIX COMFORT SYS USA INC Industrials 574.0 $536K 0.01% -81.0 -12.4% $933.29 +96.5%
274 KMI KINDER MORGAN INC DEL Energy 19,455.0 $535K 0.01% -4K -17.4% $27.49 +21.9%
275 WMB WILLIAMS COS INC Energy 8,854.0 $532K 0.01% -557.0 -5.9% $60.11 +29.6%
276 BSAC BANCO SANTANDER CHILE NEW Financial Services 16,904.0 $526K 0.01% -1K -6.7% $31.11 +1.3%
277 YUM YUM BRANDS INC Consumer Cyclical 3,472.0 $525K 0.01% -729.0 -17.4% $151.28 +0.9%
278 UPS UNITED PARCEL SERVICE INC Industrials 5,285.0 $524K 0.01% -10K -66.5% $99.19 -0.3%
279 SNPS SYNOPSYS INC Technology 1,104.0 $519K 0.01% -195.0 -15.0% $469.69 +6.2%
280 ICVT ISHARES TR 5,226.0 $515K 0.01% -909.0 -14.8% $98.50 +19.8%
Page 14 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%