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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 48 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 IBDR ISHARES TR 780.0 $19K -31K -97.5% $24.22 +0.0%
942 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 341.0 $19K -81.0 -19.2% $55.09 +11.4%
943 OKLO OKLO INC Utilities 256.0 $18K -1K -80.0% $71.76 -9.3%
944 SITM SITIME CORP Technology 52.0 $18K -215.0 -80.5% $353.19 +97.3%
945 SWK STANLEY BLACK & DECKER INC Industrials 247.0 $18K -475.0 -65.8% $74.28 +0.9%
946 TNC TENNANT CO Industrials 246.0 $18K -130.0 -34.6% $73.70 +12.5%
947 STRA STRATEGIC ED INC Consumer Defensive 223.0 $18K -62.0 -21.8% $80.20 -0.3%
948 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,410.0 $18K -593.0 -29.6% $12.42 +21.7%
949 TCOM TRIP COM GROUP LTD Consumer Cyclical 243.0 $17K -177.0 -42.1% $71.91 -32.5%
950 TELEFONICA S A 4,284.0 $17K -9K -67.0% $4.05
951 VET VERMILION ENERGY INC Energy 2,030.0 $17K -7K -78.0% $8.34 +51.1%
952 NHI NATIONAL HEALTH INVS INC Real Estate 220.0 $17K -632.0 -74.2% $76.37 +0.2%
953 WPP WPP PLC NEW Communication Services 745.0 $17K -2K -71.3% $22.46 -17.4%
954 GGG GRACO INC Industrials 204.0 $17K -27.0 -11.7% $81.97 -8.1%
955 TIC TIC SOLUTIONS INC Industrials 1,602.0 $16K -1K -44.0% $10.11 -15.0%
956 LSTR LANDSTAR SYS INC Industrials 112.0 $16K -12.0 -9.7% $143.70 +33.0%
957 CUZ COUSINS PPTYS INC Real Estate 614.0 $16K -8.0 -1.3% $25.78 +2.5%
958 MGY MAGNOLIA OIL & GAS CORP Energy 718.0 $16K -260.0 -26.6% $21.89 +33.6%
959 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 687.0 $15K -72.0 -9.5% $22.32 -26.2%
960 RALLIANT CORP 301.0 $15K -127.0 -29.7% $50.91
Page 48 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%