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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 4 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 48,619.0 $5.1M 0.06% -1K -2.7% $105.26 +10.1%
62 HILLENBRAND INC 160,517.0 $5.1M 0.06% -6K -3.5% $31.72
63 CHD CHURCH & DWIGHT CO INC Consumer Defensive 60,340.0 $5.1M 0.06% -10K -13.7% $83.85 +14.1%
64 MCD MCDONALDS CORP Consumer Cyclical 15,678.0 $4.8M 0.05% -993.0 -6.0% $305.62 -7.0%
65 VUG VANGUARD INDEX FDS 9,734.0 $4.7M 0.05% -713.0 -6.8% $487.85 -82.1%
66 IAGG ISHARES TR 92,250.0 $4.6M 0.05% -10K -9.7% $50.01 +0.0%
67 V VISA INC Financial Services 13,007.0 $4.6M 0.05% -200.0 -1.5% $350.71 -5.7%
68 ARKK ARK ETF TR 56,923.0 $4.4M 0.05% -19K -25.1% $76.92 -0.4%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 26,718.0 $4.3M 0.05% -1K -4.7% $160.40 +17.6%
70 DUK DUKE ENERGY CORP NEW Utilities 36,525.0 $4.3M 0.05% -276.0 -0.8% $117.21 +6.4%
71 MCK MCKESSON CORP Healthcare 5,213.0 $4.3M 0.05% -645.0 -11.0% $820.27 -6.6%
72 DUHP DIMENSIONAL ETF TRUST 111,801.0 $4.3M 0.05% -613.0 -0.6% $38.03 +6.0%
73 ABT ABBOTT LABS Healthcare 32,503.0 $4.1M 0.05% -1K -4.0% $125.29 -29.9%
74 LMT LOCKHEED MARTIN CORP Industrials 8,233.0 $4.0M 0.04% -104.0 -1.2% $483.62 +8.1%
75 MA MASTERCARD INCORPORATED Financial Services 6,936.0 $4.0M 0.04% -101.0 -1.4% $570.91 -12.5%
76 BAC BANK AMERICA CORP Financial Services 71,877.0 $4.0M 0.04% -4K -4.7% $55.00 -6.4%
77 RTX RTX CORPORATION Industrials 21,370.0 $3.9M 0.04% -3K -12.4% $183.40 -4.7%
78 ITA ISHARES TR 16,627.0 $3.6M 0.04% -1K -7.7% $214.69 +3.9%
79 ETN EATON CORP PLC Industrials 11,054.0 $3.5M 0.04% -2K -15.4% $318.51 +19.8%
80 VMBS VANGUARD SCOTTSDALE FDS 73,860.0 $3.5M 0.04% -13K -15.4% $47.08 -1.2%
Page 4 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%