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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 26 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ALLY ALLY FINL INC Financial Services 3,388.0 $153K 0.00% -184.0 -5.2% $45.29 -6.5%
502 JLL JONES LANG LASALLE INC Real Estate 455.0 $153K 0.00% -91.0 -16.7% $336.65 -13.4%
503 MELI MERCADOLIBRE INC Consumer Cyclical 76.0 $153K 0.00% -14.0 -15.6% $2014.26 -17.4%
504 FISV FISERV INC Technology 2,264.0 $152K 0.00% -961.0 -29.8% $67.17 -14.9%
505 CARG CARGURUS INC Consumer Cyclical 3,964.0 $152K 0.00% -412.0 -9.4% $38.35 -26.4%
506 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 384.0 $151K 0.00% -9.0 -2.3% $393.30 -17.1%
507 TRMB TRIMBLE INC Technology 1,910.0 $150K 0.00% -49.0 -2.5% $78.35 -28.1%
508 MRVL MARVELL TECHNOLOGY INC Technology 1,760.0 $150K 0.00% -5K -74.6% $84.98 +131.0%
509 DLTR DOLLAR TREE INC Consumer Defensive 1,210.0 $149K 0.00% -868.0 -41.8% $123.01 -22.8%
510 BIIB BIOGEN INC Healthcare 840.0 $148K 0.00% -362.0 -30.1% $175.99 +10.1%
511 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,569.0 $148K 0.00% -2K -47.6% $57.49 +34.8%
512 CIG CIA ENERGETICA DE MINAS GERA Utilities 73,752.0 $148K 0.00% -14K -16.3% $2.00 +10.5%
513 DVY ISHARES TR 1,045.0 $147K 0.00% -15.0 -1.4% $141.11 +10.4%
514 CNO CNO FINL GROUP INC Financial Services 3,463.0 $147K 0.00% -2K -36.0% $42.47 +11.3%
515 AIG AMERICAN INTL GROUP INC Financial Services 1,697.0 $145K 0.00% -25.0 -1.4% $85.54 -9.9%
516 LAUR LAUREATE EDUCATION INC Consumer Defensive 4,286.0 $144K 0.00% -314.0 -6.8% $33.67 -1.6%
517 STLD STEEL DYNAMICS INC Basic Materials 843.0 $143K 0.00% -264.0 -23.9% $169.45 +41.7%
518 PRI PRIMERICA INC Financial Services 551.0 $142K 0.00% -36.0 -6.1% $258.36 +8.3%
519 OXY OCCIDENTAL PETE CORP Energy 3,434.0 $141K 0.00% -26.0 -0.8% $41.12 +43.0%
520 NUE NUCOR CORP Basic Materials 862.0 $141K 0.00% -104.0 -10.8% $163.05 +42.3%
Page 26 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%