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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 47 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MLKN MILLERKNOLL INC Consumer Cyclical 1,222.0 $22K -363.0 -22.9% $18.28 -15.6%
922 XLG INVESCO EXCHANGE TRADED FD T 372.0 $22K -33.0 -8.2% $59.26 +7.1%
923 LKFN LAKELAND FINL CORP Financial Services 384.0 $22K -170.0 -30.7% $57.06 +5.5%
924 AI C3 AI INC Technology 1,602.0 $22K -764.0 -32.3% $13.48 -30.8%
925 ENR ENERGIZER HLDGS INC NEW Industrials 1,080.0 $21K -1K -55.1% $19.89 -13.0%
926 ACADIAN ASSET MANAGEMENT INC 452.0 $21K -1K -71.9% $47.00
927 NNDM NANO DIMENSION LTD Technology 13,659.0 $21K -9K -39.2% $1.54 +4.5%
928 OHI OMEGA HEALTHCARE INVS INC Real Estate 474.0 $21K -15.0 -3.1% $44.29 +9.0%
929 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 340.0 $21K -1K -77.5% $61.69 -21.8%
930 QTEC FIRST TR EXCHANGE-TRADED FD 91.0 $21K -15.0 -14.2% $230.21 +30.1%
931 THRM GENTHERM INC Consumer Cyclical 550.0 $20K -59.0 -9.7% $36.37 -14.2%
932 KBWB INVESCO EXCH TRADED FD TR II 231.0 $19K -140.0 -37.7% $84.29 +2.1%
933 CNR CORE NATURAL RESOURCES INC Energy 219.0 $19K -350.0 -61.5% $88.51 -5.1%
934 WTS WATTS WATER TECHNOLOGIES INC Industrials 70.0 $19K -1.0 -1.4% $276.01 +8.4%
935 ESI ELEMENT SOLUTIONS INC Basic Materials 770.0 $19K -989.0 -56.2% $24.99 +61.5%
936 SANA SANA BIOTECHNOLOGY INC Healthcare 4,716.0 $19K -2K -27.5% $4.07 -23.6%
937 JETS ETF SER SOLUTIONS 682.0 $19K -100.0 -12.8% $28.07 -3.8%
938 ADUS ADDUS HOMECARE CORP Healthcare 178.0 $19K -358.0 -66.8% $107.39 -13.2%
939 ODFL OLD DOMINION FREIGHT LINE IN Industrials 121.0 $19K -48.0 -28.4% $156.80 +32.5%
940 CEW WISDOMTREE TR 1,000.0 $19K -160.0 -13.8% $18.90 +2.6%
Page 47 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%