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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 34 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TROW PRICE T ROWE GROUP INC Financial Services 783.0 $80K 0.00% -9.0 -1.1% $102.38 +1.0%
662 LQD ISHARES TR 715.0 $79K 0.00% -9.0 -1.2% $110.19 -1.7%
663 EL LAUDER ESTEE COS INC Consumer Defensive 752.0 $79K 0.00% -166.0 -18.1% $104.67 -15.6%
664 EQH EQUITABLE HLDGS INC Financial Services 1,647.0 $78K 0.00% -29.0 -1.7% $47.65 -10.6%
665 MAT MATTEL INC Consumer Cyclical 3,945.0 $78K 0.00% -1K -25.6% $19.84 -23.9%
666 FITB FIFTH THIRD BANCORP Financial Services 1,670.0 $78K 0.00% -1K -37.5% $46.81 +5.7%
667 WMS ADVANCED DRAIN SYS INC DEL Industrials 536.0 $78K 0.00% -3.0 -0.6% $144.83 -8.2%
668 TRIN TRINITY CAP INC Financial Services 5,290.0 $77K 0.00% -4K -45.4% $14.65 +12.6%
669 RS RELIANCE INC Basic Materials 268.0 $77K 0.00% -37.0 -12.1% $288.87 +27.0%
670 IRM IRON MTN INC DEL Real Estate 932.0 $77K 0.00% -767.0 -45.1% $82.91 +52.5%
671 SSRM SSR MINING IN Basic Materials 3,525.0 $77K 0.00% -108.0 -3.0% $21.92 +35.6%
672 EQR EQUITY RESIDENTIAL Real Estate 1,222.0 $77K 0.00% -64.0 -5.0% $63.04 +5.0%
673 TYL TYLER TECHNOLOGIES INC Technology 169.0 $77K 0.00% -10.0 -5.6% $453.95 -31.0%
674 GBDC GOLUB CAP BDC INC Financial Services 5,653.0 $77K 0.00% -2K -29.5% $13.57 -5.0%
675 DLB DOLBY LABORATORIES INC Technology 1,192.0 $77K 0.00% -263.0 -18.1% $64.22 -14.8%
676 BEACON FINANCIAL CORP. 2,895.0 $76K 0.00% -292.0 -9.2% $26.37
677 KD KYNDRYL HLDGS INC Technology 2,865.0 $76K 0.00% -1K -29.6% $26.56 -53.7%
678 CNXC CONCENTRIX CORP Technology 1,829.0 $76K 0.00% -582.0 -24.1% $41.58 -36.7%
679 CMRE COSTAMARE INC Industrials 4,813.0 $76K 0.00% -1K -21.6% $15.79 +4.0%
680 U HAUL HOLDING COMPANY 1,624.0 $76K 0.00% -205.0 -11.2% $46.74
Page 34 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%