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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 40 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SHM SPDR SERIES TRUST 987.0 $47K 0.00% -9.0 -0.9% $47.99 -0.6%
782 VOYA VOYA FINANCIAL INC Financial Services 632.0 $47K 0.00% -175.0 -21.7% $74.49 +10.6%
783 SEZL SEZZLE INC Financial Services 729.0 $46K 0.00% -132.0 -15.3% $63.48 +62.0%
784 VIRT VIRTU FINL INC Financial Services 1,386.0 $46K 0.00% -144.0 -9.4% $33.32 +57.5%
785 ACI ALBERTSONS COS INC Consumer Defensive 2,642.0 $45K 0.00% -221.0 -7.7% $17.17 -5.6%
786 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 643.0 $45K 0.00% -539.0 -45.6% $70.53 -7.7%
787 RNR RENAISSANCERE HLDGS LTD Financial Services 161.0 $45K 0.00% -115.0 -41.7% $281.16 +5.1%
788 BYD BOYD GAMING CORP Consumer Cyclical 531.0 $45K 0.00% -126.0 -19.2% $85.24 -7.0%
789 AM ANTERO MIDSTREAM CORP Energy 2,534.0 $45K 0.00% -514.0 -16.9% $17.79 +24.6%
790 AFRM AFFIRM HLDGS INC Technology 602.0 $45K 0.00% -284.0 -32.0% $74.43 -12.4%
791 PSMT PRICESMART INC Consumer Defensive 364.0 $45K 0.00% -180.0 -33.1% $122.67 +34.2%
792 UAL UNITED AIRLS HLDGS INC Industrials 397.0 $44K 0.00% -2.0 -0.5% $111.82 -10.6%
793 BRC BRADY CORP Industrials 558.0 $44K -269.0 -32.5% $78.37 +11.7%
794 UVV UNIVERSAL CORP VA Consumer Defensive 814.0 $43K -571.0 -41.2% $52.75 +3.4%
795 MRNA MODERNA INC Healthcare 1,455.0 $43K -54.0 -3.6% $29.49 +59.0%
796 HRL HORMEL FOODS CORP Consumer Defensive 1,792.0 $42K -2K -52.2% $23.70 -10.4%
797 WIX WIX COM LTD Technology 407.0 $42K -3.0 -0.7% $103.89 -48.8%
798 EEFT EURONET WORLDWIDE INC Technology 552.0 $42K -23.0 -4.0% $76.11 -13.0%
799 SPTL SPDR SERIES TRUST 1,574.0 $42K -245.0 -13.5% $26.47 -2.9%
800 GENELUX CORPORATION 9,479.0 $41K -692.0 -6.8% $4.36
Page 40 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%