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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 16 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AKAM AKAMAI TECHNOLOGIES INC Technology 5,276.0 $460K 0.01% -306.0 -5.5% $87.24 +67.6%
302 NTES NETEASE INC Technology 3,341.0 $460K 0.01% -233.0 -6.5% $137.62 -16.9%
303 ABEV AMBEV SA Consumer Defensive 185,808.0 $459K 0.01% -11K -5.7% $2.47 +32.4%
304 ATRC ATRICURE INC Healthcare 11,475.0 $454K 0.01% -495.0 -4.1% $39.56 -27.1%
305 ARW ARROW ELECTRS INC Technology 4,120.0 $454K 0.01% -339.0 -7.6% $110.18 +93.2%
306 RDY DR REDDYS LABS LTD Healthcare 32,279.0 $453K 0.01% -587.0 -1.8% $14.04 -2.9%
307 ROST ROSS STORES INC Consumer Cyclical 2,487.0 $448K 0.01% -179.0 -6.7% $180.17 +18.0%
308 ROK ROCKWELL AUTOMATION INC Industrials 1,139.0 $443K 0.01% -77.0 -6.3% $389.07 +12.1%
309 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 908.0 $442K 0.01% -260.0 -22.3% $487.25 +15.7%
310 DD DUPONT DE NEMOURS INC Basic Materials 11,002.0 $442K 0.01% -988.0 -8.2% $40.20 +17.3%
311 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,332.0 $437K 0.01% -758.0 -14.9% $100.88 -2.1%
312 CENCORA INC 1,293.0 $437K 0.01% -68.0 -5.0% $337.67
313 NXPI NXP SEMICONDUCTORS N V Technology 2,011.0 $437K 0.01% -79.0 -3.8% $217.06 +37.9%
314 DTM DT MIDSTREAM INC Energy 3,631.0 $435K 0.01% -30.0 -0.8% $119.68 +24.7%
315 BIO BIO RAD LABS INC Healthcare 1,430.0 $433K 0.01% -177.0 -11.0% $302.99 -5.4%
316 CMI CUMMINS INC Industrials 843.0 $430K 0.01% -71.0 -7.8% $510.35 +25.2%
317 NTR NUTRIEN LTD Basic Materials 6,925.0 $427K 0.01% -948.0 -12.0% $61.72 +13.8%
318 ACHIEVE LIFE SCIENCES INC 85,888.0 $427K 0.01% -13K -13.4% $4.97
319 BXP BXP INC Real Estate 6,295.0 $425K 0.01% -747.0 -10.6% $67.47 -10.9%
320 PRIM PRIMORIS SVCS CORP Industrials 3,419.0 $424K 0.01% -229.0 -6.3% $124.14 -14.1%
Page 16 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%