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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 35 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ATR APTARGROUP INC Healthcare 611.0 $75K 0.00% -11.0 -1.8% $121.96 -4.7%
682 EXACT SCIENCES CORP 731.0 $74K 0.00% -817.0 -52.8% $101.56
683 CHWY CHEWY INC Consumer Cyclical 2,229.0 $74K 0.00% -445.0 -16.6% $33.05 -37.3%
684 TX TERNIUM SA Basic Materials 1,915.0 $73K 0.00% -332.0 -14.8% $38.19 +23.0%
685 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 6,984.0 $73K 0.00% -257.0 -3.5% $10.46 +34.5%
686 BBY BEST BUY INC Consumer Cyclical 1,080.0 $72K 0.00% -80.0 -6.9% $66.93 -7.9%
687 SNX TD SYNNEX CORPORATION Technology 480.0 $72K 0.00% -63.0 -11.6% $150.23 +58.0%
688 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 3,125.0 $72K 0.00% -2K -41.6% $22.92 -4.9%
689 CYBERARK SOFTWARE LTD 160.0 $71K 0.00% -899.0 -84.9% $446.06
690 FTV FORTIVE CORP Technology 1,290.0 $71K 0.00% -322.0 -20.0% $55.22 +7.1%
691 FE FIRSTENERGY CORP Utilities 1,588.0 $71K 0.00% -495.0 -23.8% $44.76 +3.5%
692 UFPI UFP INDUSTRIES INC Basic Materials 778.0 $71K 0.00% -33.0 -4.1% $91.05 -11.5%
693 FSLR FIRST SOLAR INC Energy 271.0 $71K 0.00% -4.0 -1.4% $261.23 -1.3%
694 KDP KEURIG DR PEPPER INC Consumer Defensive 2,526.0 $71K 0.00% -315.0 -11.1% $28.01 +4.0%
695 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 802.0 $71K 0.00% -184.0 -18.7% $88.21 +17.7%
696 RRC RANGE RES CORP Energy 2,004.0 $71K 0.00% -826.0 -29.2% $35.26 +16.4%
697 PEN PENUMBRA INC Healthcare 227.0 $71K 0.00% -58.0 -20.4% $310.91 +5.7%
698 LUV SOUTHWEST AIRLS CO Industrials 1,676.0 $69K 0.00% -452.0 -21.2% $41.34 -1.2%
699 ILMN ILLUMINA INC Healthcare 528.0 $69K 0.00% -37.0 -6.5% $131.16 +10.1%
700 NTRA NATERA INC Healthcare 301.0 $69K 0.00% -130.0 -30.2% $229.09 -11.3%
Page 35 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%