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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 29 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,111.0 $115K 0.00% -191.0 -14.7% $103.67 +2.9%
562 AEGON LTD 14,921.0 $115K 0.00% -3K -18.1% $7.71
563 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 1,897.0 $115K 0.00% -454.0 -19.3% $60.61 +4.8%
564 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 1,788.0 $115K 0.00% -11.0 -0.6% $64.04 +30.3%
565 RACE FERRARI N V Consumer Cyclical 309.0 $114K 0.00% -41.0 -11.7% $369.56 -5.8%
566 ST SENSATA TECHNOLOGIES HLDG PL Technology 3,421.0 $114K 0.00% -154.0 -4.3% $33.29 +46.0%
567 CNP CENTERPOINT ENERGY INC Utilities 2,966.0 $114K 0.00% -2K -38.8% $38.34 +11.7%
568 STT STATE STR CORP Financial Services 879.0 $113K 0.00% -81.0 -8.4% $129.01 +19.3%
569 POR PORTLAND GEN ELEC CO Utilities 2,360.0 $113K 0.00% -2K -41.4% $47.99 +3.8%
570 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 284.0 $113K 0.00% -65.0 -18.6% $397.65 -25.2%
571 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2,873.0 $113K 0.00% -412.0 -12.5% $39.30 +47.5%
572 TEX TEREX CORP NEW Industrials 2,111.0 $113K 0.00% -124.0 -5.5% $53.38 +8.2%
573 FFIV F5 INC Technology 441.0 $113K 0.00% -111.0 -20.1% $255.26 +54.2%
574 COHR COHERENT CORP Technology 608.0 $112K 0.00% -180.0 -22.8% $184.57 +104.6%
575 PSN PARSONS CORP DEL Industrials 1,811.0 $112K 0.00% -1K -44.0% $61.79 -13.1%
576 ESE ESCO TECHNOLOGIES INC Technology 571.0 $112K 0.00% -5.0 -0.9% $195.39 +51.3%
577 RGLD ROYAL GOLD INC Basic Materials 498.0 $111K 0.00% -27.0 -5.1% $222.29 -0.9%
578 STE STERIS PLC Healthcare 435.0 $110K 0.00% -11.0 -2.5% $253.52 -14.6%
579 VLTO VERALTO CORP Industrials 1,103.0 $110K 0.00% -1K -50.1% $99.78 -13.0%
580 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,718.0 $109K 0.00% -170.0 -9.0% $63.72 +46.6%
Page 29 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%