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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 28 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SU SUNCOR ENERGY INC NEW Energy 2,897.0 $129K 0.00% -912.0 -23.9% $44.36 +51.8%
542 NYT NEW YORK TIMES CO Communication Services 1,840.0 $128K 0.00% -192.0 -9.4% $69.42 +8.0%
543 OTIS OTIS WORLDWIDE CORP Industrials 1,455.0 $127K 0.00% -250.0 -14.7% $87.35 -16.7%
544 LEIDOS HOLDINGS INC 701.0 $126K 0.00% -115.0 -14.1% $180.40
545 JAMES HARDIE INDS PLC 6,006.0 $125K 0.00% -4K -41.2% $20.75
546 FOX FOX CORP Communication Services 1,916.0 $124K 0.00% -93.0 -4.6% $64.93 -11.8%
547 KMPR KEMPER CORP Financial Services 3,060.0 $124K 0.00% -487.0 -13.7% $40.54 -26.7%
548 TER TERADYNE INC Technology 640.0 $124K 0.00% -246.0 -27.8% $193.56 +85.2%
549 NSP INSPERITY INC Industrials 3,196.0 $124K 0.00% -2K -36.6% $38.72 -17.1%
550 BCO BRINKS CO Industrials 1,057.0 $123K 0.00% -1K -51.3% $116.73 -10.3%
551 VIV TELEFONICA BRASIL SA Communication Services 10,305.0 $122K 0.00% -959.0 -8.5% $11.86 +12.8%
552 BNDX VANGUARD CHARLOTTE FDS 2,485.0 $120K 0.00% -3K -50.4% $48.31 -0.5%
553 CDW CDW CORP Technology 872.0 $119K 0.00% -60.0 -6.4% $136.23 -18.7%
554 SMH VANECK ETF TRUST 330.0 $119K 0.00% -57.0 -14.7% $359.91 +60.1%
555 FMS FRESENIUS MEDICAL CARE AG Healthcare 4,976.0 $119K 0.00% -644.0 -11.5% $23.82 -9.2%
556 NMR NOMURA HLDGS INC Financial Services 14,007.0 $118K 0.00% -3K -17.6% $8.39 -3.3%
557 FULT FULTON FINL CORP PA Financial Services 6,028.0 $117K 0.00% -310.0 -4.9% $19.33 +10.9%
558 TIP ISHARES TR 1,057.0 $116K 0.00% -286.0 -21.3% $109.91 +0.4%
559 NWSA NEWS CORP NEW Communication Services 4,422.0 $116K 0.00% -114.0 -2.5% $26.12 -0.9%
560 ESLT ELBIT SYS LTD Industrials 200.0 $115K 0.00% -22.0 -9.9% $576.29 +33.2%
Page 28 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%