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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 19 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,026.0 $334K 0.00% -517.0 -11.4% $83.01 -36.5%
362 GNTX GENTEX CORP Consumer Cyclical 14,178.0 $330K 0.00% -2K -10.6% $23.27 +2.5%
363 FLEX FLEX LTD Technology 5,422.0 $328K 0.00% -807.0 -13.0% $60.42 +119.2%
364 DVN DEVON ENERGY CORP NEW Energy 8,922.0 $327K 0.00% -321.0 -3.5% $36.63 +28.9%
365 DT DYNATRACE INC Technology 7,537.0 $327K 0.00% -797.0 -9.6% $43.34 -4.9%
366 DTE DTE ENERGY CO Utilities 2,516.0 $325K 0.00% -438.0 -14.8% $128.98 +12.7%
367 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 25,263.0 $322K 0.00% -2K -6.7% $12.76 -9.6%
368 PBR PETROLEO BRASILEIRO SA PETRO Energy 27,048.0 $321K 0.00% -6K -18.2% $11.85 +67.9%
369 MFC MANULIFE FINL CORP Financial Services 8,742.0 $317K 0.00% -3K -25.9% $36.28 +6.2%
370 KT KT CORP Communication Services 16,623.0 $315K 0.00% -2K -11.5% $18.97 -3.4%
371 WEX WEX INC Technology 2,115.0 $315K 0.00% -723.0 -25.5% $148.98 +1.1%
372 CX CEMEX SAB DE CV Basic Materials 27,347.0 $314K 0.00% -6K -18.6% $11.49 +9.3%
373 FAST FASTENAL CO Industrials 7,691.0 $309K 0.00% -701.0 -8.3% $40.13 +9.5%
374 KEY KEYCORP Financial Services 14,780.0 $305K 0.00% -6K -28.1% $20.64 +4.5%
375 ISTB ISHARES TR 6,253.0 $305K 0.00% -608.0 -8.9% $48.75 -1.1%
376 MTCH MATCH GROUP INC NEW Communication Services 9,423.0 $304K 0.00% -222.0 -2.3% $32.29 +10.9%
377 AMP AMERIPRISE FINL INC Financial Services 617.0 $303K 0.00% -222.0 -26.5% $490.34 -7.8%
378 HRB BLOCK H & R INC Consumer Cyclical 6,856.0 $299K 0.00% -2K -18.8% $43.58 -10.8%
379 HUM HUMANA INC Healthcare 1,166.0 $299K 0.00% -52.0 -4.3% $256.13 +20.2%
380 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,828.0 $296K 0.00% -209.0 -10.3% $161.92 -5.5%
Page 19 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%