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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 21 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,338.0 $272K 0.00% -109.0 -7.5% $203.26 +70.5%
402 ET ENERGY TRANSFER L P Energy 16,323.0 $269K 0.00% -923.0 -5.3% $16.49 +21.7%
403 KR KROGER CO Consumer Defensive 4,302.0 $269K 0.00% -224.0 -5.0% $62.48 +7.6%
404 CRWD CROWDSTRIKE HLDGS INC Technology 571.0 $268K 0.00% -29.0 -4.8% $468.76 +41.5%
405 ENIC ENEL CHILE S.A. Utilities 65,903.0 $265K 0.00% -4K -5.3% $4.02 +5.0%
406 AGCO AGCO CORP Industrials 2,510.0 $262K 0.00% -130.0 -4.9% $104.32 +8.2%
407 BKR BAKER HUGHES COMPANY Energy 5,688.0 $259K 0.00% -155.0 -2.6% $45.54 +45.1%
408 SPYG SPDR SERIES TRUST 2,423.0 $259K 0.00% -83.0 -3.3% $106.70 +10.9%
409 DG DOLLAR GEN CORP NEW Consumer Defensive 1,917.0 $255K 0.00% -37.0 -1.9% $132.77 -20.4%
410 THG HANOVER INS GROUP INC Financial Services 1,390.0 $254K 0.00% -28.0 -2.0% $182.77 +6.8%
411 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,501.0 $252K 0.00% -261.0 -9.4% $100.66 -0.6%
412 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,230.0 $250K 0.00% -73.0 -5.6% $203.05 -7.1%
413 DCI DONALDSON INC Industrials 2,792.0 $248K 0.00% -367.0 -11.6% $88.66 -5.6%
414 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,752.0 $247K 0.00% -179.0 -9.3% $140.83 +8.7%
415 SPG SIMON PPTY GROUP INC NEW Real Estate 1,319.0 $244K 0.00% -125.0 -8.7% $185.07 +10.4%
416 UNM UNUM GROUP Financial Services 3,130.0 $243K 0.00% -86.0 -2.7% $77.51 +9.0%
417 AZO AUTOZONE INC Consumer Cyclical 69.0 $235K 0.00% -20.0 -22.5% $3407.87 -0.0%
418 EMN EASTMAN CHEM CO Basic Materials 3,664.0 $234K 0.00% -2K -35.5% $63.83 +16.1%
419 WY WEYERHAEUSER CO MTN BE Real Estate 9,812.0 $232K 0.00% -105.0 -1.1% $23.69 -0.1%
420 FREL FIDELITY COVINGTON TRUST 8,619.0 $232K 0.00% -149.0 -1.7% $26.89 +9.3%
Page 21 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%