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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 15 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,993.0 $509K 0.01% -268.0 -8.2% $170.00 +35.6%
282 EOG EOG RES INC Energy 4,837.0 $508K 0.01% -826.0 -14.6% $105.02 +30.1%
283 WBD WARNER BROS DISCOVERY INC Communication Services 17,544.0 $506K 0.01% -334.0 -1.9% $28.82 -6.4%
284 ECL ECOLAB INC Basic Materials 1,921.0 $504K 0.01% -1K -39.5% $262.52 +1.1%
285 SNY SANOFI SA Healthcare 10,177.0 $493K 0.01% -2K -18.1% $48.46 -8.7%
286 ALL ALLSTATE CORP Financial Services 2,364.0 $492K 0.01% -197.0 -7.7% $208.15 +6.5%
287 CMC COMMERCIAL METALS CO Basic Materials 7,081.0 $490K 0.01% -786.0 -10.0% $69.22 +12.3%
288 CRL CHARLES RIV LABS INTL INC Healthcare 2,432.0 $485K 0.01% -343.0 -12.4% $199.48 -6.0%
289 ZETA ZETA GLOBAL HOLDINGS CORP Technology 23,799.0 $484K 0.01% -1K -5.1% $20.35 -0.7%
290 CDNS CADENCE DESIGN SYSTEM INC Technology 1,538.0 $481K 0.01% -92.0 -5.6% $312.58 +23.2%
291 TGT TARGET CORP Consumer Defensive 4,913.0 $480K 0.01% -123.0 -2.4% $97.75 +38.3%
292 PSX PHILLIPS 66 Energy 3,717.0 $480K 0.01% -124.0 -3.2% $129.06 +39.0%
293 AVY AVERY DENNISON CORP Industrials 2,629.0 $478K 0.01% -83.0 -3.1% $181.84 -12.4%
294 MCO MOODYS CORP Financial Services 934.0 $477K 0.01% -657.0 -41.3% $510.85 -12.3%
295 DDOG DATADOG INC Technology 3,499.0 $476K 0.01% -124.0 -3.4% $135.99 +69.1%
296 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 5,793.0 $476K 0.01% -1K -18.3% $82.12 -47.5%
297 IWB ISHARES TR 1,264.0 $472K 0.01% -56.0 -4.2% $373.48 +8.6%
298 PTC PTC INC Technology 2,679.0 $467K 0.01% -2K -45.4% $174.21 -34.7%
299 EMBJ EMBRAER S.A. Industrials 7,167.0 $461K 0.01% -918.0 -11.3% $64.37 -10.2%
300 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 2,382.0 $461K 0.01% -746.0 -23.9% $193.43 +5.9%
Page 15 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%