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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 2 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GPN GLOBAL PMTS INC Industrials 381,140.0 $29.5M 0.33% -41K -9.7% $77.40 -6.2%
22 NVDA NVIDIA CORPORATION Technology 146,457.0 $27.3M 0.31% -5K -3.6% $186.50 +17.7%
23 IUSB ISHARES TR 488,091.0 $22.7M 0.26% -63K -11.5% $46.54 -1.5%
24 AFL AFLAC INC Financial Services 197,875.0 $21.8M 0.25% -8K -3.9% $110.27 +6.8%
25 DYNF BLACKROCK ETF TRUST 325,780.0 $19.8M 0.22% -28K -8.0% $60.81 +9.4%
26 IVW ISHARES TR 144,409.0 $17.8M 0.20% -8K -5.3% $123.26 +10.8%
27 SGOL ETFS GOLD TR Financial Services 413,380.0 $17.0M 0.19% -15K -3.5% $41.08 +5.3%
28 AMZN AMAZON COM INC Consumer Cyclical 71,113.0 $16.4M 0.18% -720.0 -1.0% $230.82 +16.3%
29 JPM JPMORGAN CHASE & CO. Financial Services 46,512.0 $15.0M 0.17% -2K -4.1% $322.22 -6.0%
30 BERKSHIRE HATHAWAY INC DEL 29,785.0 $15.0M 0.17% -495.0 -1.6% $502.65
31 JNJ JOHNSON & JOHNSON Healthcare 66,358.0 $13.7M 0.15% -621.0 -0.9% $206.95 +12.0%
32 OEF ISHARES TR 39,603.0 $13.6M 0.15% -3K -7.9% $342.97 +8.0%
33 EFV ISHARES TR 189,143.0 $13.5M 0.15% -46K -19.6% $71.41 +10.6%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 43,168.0 $13.1M 0.15% -5K -9.6% $303.88 +32.2%
35 VPL VANGUARD INTL EQUITY INDEX F 130,907.0 $11.8M 0.13% -8K -5.5% $90.40 +24.4%
36 XOM EXXON MOBIL CORP Energy 96,170.0 $11.6M 0.13% -4K -3.5% $120.34 +29.9%
37 HCA HCA HEALTHCARE INC Healthcare 23,721.0 $11.1M 0.12% -3K -10.1% $466.87 -15.9%
38 GLD SPDR GOLD TR Financial Services 27,940.0 $11.1M 0.12% -563.0 -2.0% $396.32 +5.2%
39 ABBV ABBVIE INC Healthcare 45,482.0 $10.4M 0.12% -1K -2.2% $228.49 -6.1%
40 PG PROCTER AND GAMBLE CO Consumer Defensive 69,850.0 $10.0M 0.11% -4K -5.6% $143.31 -0.6%
Page 2 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%