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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 38 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VEEV VEEVA SYS INC Healthcare 256.0 $57K 0.00% -11.0 -4.1% $223.23 -28.2%
742 AAON AAON INC Industrials 749.0 $57K 0.00% -24.0 -3.1% $76.25 +76.5%
743 IXC ISHARES TR 1,356.0 $57K 0.00% -460.0 -25.3% $41.93 +33.9%
744 MZTI MARZETTI COMPANY Consumer Defensive 345.0 $57K 0.00% -284.0 -45.1% $164.42 -30.1%
745 HIMX HIMAX TECHNOLOGIES INC Technology 6,925.0 $57K 0.00% -579.0 -7.7% $8.19 +156.9%
746 BBWI BATH & BODY WORKS INC Consumer Cyclical 2,803.0 $56K 0.00% -1K -32.7% $20.08 -11.6%
747 HACK AMPLIFY ETF TR 700.0 $56K 0.00% -20.0 -2.8% $80.37 +18.0%
748 DOCS DOXIMITY INC Healthcare 1,262.0 $56K 0.00% -57.0 -4.3% $44.28 -55.0%
749 FCN FTI CONSULTING INC Industrials 327.0 $56K 0.00% -108.0 -24.8% $170.83 -9.8%
750 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 26.0 $56K 0.00% -4.0 -13.3% $2146.19 -7.2%
751 SJM SMUCKER J M CO Consumer Defensive 562.0 $55K 0.00% -78.0 -12.2% $97.81 +5.7%
752 CLH CLEAN HARBORS INC Industrials 232.0 $54K 0.00% -7.0 -2.9% $234.48 +22.4%
753 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,177.0 $54K 0.00% -24.0 -2.0% $46.18 +1.4%
754 QRVO QORVO INC Technology 643.0 $54K 0.00% -51.0 -7.3% $84.51 +25.9%
755 VTRS VIATRIS INC Healthcare 4,361.0 $54K 0.00% -53.0 -1.2% $12.45 +33.7%
756 PCG PG&E CORP Utilities 3,369.0 $54K 0.00% -3K -48.3% $16.07 +2.6%
757 RGTI RIGETTI COMPUTING INC Technology 2,444.0 $54K 0.00% -4K -64.1% $22.15 +19.3%
758 DKS DICKS SPORTING GOODS INC Consumer Cyclical 273.0 $54K 0.00% -22.0 -7.5% $198.10 +16.7%
759 TTEK TETRA TECH INC NEW Industrials 1,602.0 $54K 0.00% -10.0 -0.6% $33.54 -17.6%
760 PCVX VAXCYTE INC Healthcare 1,164.0 $54K 0.00% -396.0 -25.4% $46.14 +2.5%
Page 38 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%