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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 33 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SR SPIRE INC Utilities 1,070.0 $88K 0.00% -94.0 -8.1% $82.70 +5.2%
642 MSCI MSCI INC Financial Services 154.0 $88K 0.00% -1.0 -0.7% $573.73 +2.6%
643 KTB KONTOOR BRANDS INC Consumer Cyclical 1,444.0 $88K 0.00% -162.0 -10.1% $61.09 +14.4%
644 CCI CROWN CASTLE INC Real Estate 979.0 $87K 0.00% -1K -52.8% $88.87 +2.9%
645 LOPE GRAND CANYON ED INC Consumer Defensive 521.0 $87K 0.00% -53.0 -9.2% $166.31 -5.8%
646 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,889.0 $86K 0.00% -401.0 -17.5% $45.57 +45.0%
647 MTG MGIC INVT CORP WIS Financial Services 2,943.0 $86K 0.00% -1K -29.4% $29.22 -11.0%
648 CVLT COMMVAULT SYS INC Technology 681.0 $85K 0.00% -438.0 -39.1% $125.36 -14.4%
649 ALC ALCON AG Healthcare 1,082.0 $85K 0.00% -313.0 -22.4% $78.83 -14.0%
650 ES EVERSOURCE ENERGY Utilities 1,251.0 $84K 0.00% -2K -55.1% $67.32 +4.0%
651 LH LABCORP HOLDINGS INC Healthcare 333.0 $84K 0.00% -267.0 -44.5% $250.88 +3.6%
652 EXR EXTRA SPACE STORAGE INC Real Estate 635.0 $83K 0.00% -159.0 -20.0% $130.15 +10.1%
653 HST HOST HOTELS & RESORTS INC Real Estate 4,653.0 $82K 0.00% -200.0 -4.1% $17.73 +26.2%
654 QLYS QUALYS INC Technology 614.0 $82K 0.00% -30.0 -4.7% $132.90 -23.0%
655 STZ CONSTELLATION BRANDS INC Consumer Defensive 590.0 $81K 0.00% -559.0 -48.6% $137.96 +8.4%
656 BLDR BUILDERS FIRSTSOURCE INC Industrials 790.0 $81K 0.00% -128.0 -13.9% $102.89 -27.9%
657 SCHC SCHWAB STRATEGIC TR 1,779.0 $81K 0.00% -277.0 -13.5% $45.53 +10.4%
658 GVA GRANITE CONSTR INC Industrials 700.0 $81K 0.00% -198.0 -22.1% $115.35 +12.7%
659 ARKQ ARK ETF TR 703.0 $81K 0.00% -40.0 -5.4% $114.58 +18.9%
660 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 893.0 $80K 0.00% -122.0 -12.0% $89.92 -5.1%
Page 33 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%