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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 36 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SOMNIGROUP INTERNATIONAL INC 766.0 $68K 0.00% -62.0 -7.5% $89.28
702 FIRST HAWAIIAN INC 2,694.0 $68K 0.00% -82.0 -3.0% $25.30
703 AVIV AMERICAN CENTY ETF TR 937.0 $67K 0.00% -873.0 -48.2% $71.23 +11.1%
704 CW CURTISS WRIGHT CORP Industrials 121.0 $67K 0.00% -13.0 -9.7% $551.27 +32.6%
705 RBLX ROBLOX CORP Technology 822.0 $67K 0.00% -112.0 -12.0% $81.07 -40.6%
706 TXT TEXTRON INC Industrials 758.0 $66K 0.00% -224.0 -22.8% $87.14 +5.4%
707 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 4,972.0 $66K 0.00% -272.0 -5.2% $13.24 -40.0%
708 IBHF ISHARES TR 2,843.0 $66K 0.00% -322.0 -10.2% $23.08 -1.3%
709 XP XP INC Financial Services 3,963.0 $65K 0.00% -87.0 -2.1% $16.37 +2.7%
710 FLO FLOWERS FOODS INC Consumer Defensive 5,958.0 $65K 0.00% -2K -26.6% $10.88 -27.0%
711 APPF APPFOLIO INC Technology 277.0 $64K 0.00% -205.0 -42.5% $232.65 -29.1%
712 CGNX COGNEX CORP Technology 1,786.0 $64K 0.00% -609.0 -25.4% $35.98 +83.7%
713 FDS FACTSET RESH SYS INC Financial Services 220.0 $64K 0.00% -37.0 -14.4% $290.19 -20.1%
714 INGR INGREDION INC Consumer Defensive 576.0 $64K 0.00% -432.0 -42.9% $110.26 -7.1%
715 NATL NCR ATLEOS CORPORATION Technology 1,665.0 $63K 0.00% -55.0 -3.2% $38.10 +17.3%
716 TEAM ATLASSIAN CORPORATION Technology 391.0 $63K 0.00% -45.0 -10.3% $162.14 -47.3%
717 NVST ENVISTA HOLDINGS CORPORATION Healthcare 2,915.0 $63K 0.00% -50.0 -1.7% $21.71 +7.9%
718 CIGI COLLIERS INTL GROUP INC Real Estate 430.0 $63K 0.00% -77.0 -15.2% $147.01 -34.7%
719 SUI SUN CMNTYS INC Real Estate 508.0 $63K 0.00% -42.0 -7.6% $123.91 +3.1%
720 SNN SMITH & NEPHEW PLC Healthcare 1,914.0 $63K 0.00% -342.0 -15.2% $32.81 -6.9%
Page 36 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%