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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 49 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ITM VANECK ETF TRUST 323.0 $15K -17.0 -5.0% $47.16 -1.5%
962 TLN TALEN ENERGY CORP Utilities 40.0 $15K -10.0 -20.0% $374.85 -8.1%
963 FIDELITY COVINGTON TRUST 200.0 $15K -3.0 -1.5% $74.28
964 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 450.0 $15K -1K -76.3% $32.65 +34.5%
965 LNC LINCOLN NATL CORP IND Financial Services 322.0 $14K -10.0 -3.0% $44.53 -19.2%
966 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 307.0 $14K -35.0 -10.2% $46.69 -15.4%
967 TREX TREX CO INC Industrials 402.0 $14K -382.0 -48.7% $35.08 +9.0%
968 SUN SUNOCO LP/SUNOCO FIN CORP Energy 268.0 $14K -4.0 -1.5% $52.41 +37.3%
969 FMC FMC CORP Basic Materials 991.0 $14K -12.0 -1.2% $13.87 -6.2%
970 MILLROSE PPTYS INC 448.0 $13K -30.0 -6.3% $29.87
971 SKYY FIRST TR EXCHANGE TRADED FD 102.0 $13K -10.0 -8.9% $130.08 -0.2%
972 REGCO REGENCY CTRS CORP Real Estate 190.0 $13K -9.0 -4.5% $69.03 -66.9%
973 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 580.0 $13K -135.0 -18.9% $22.36 +7.5%
974 OWL BLUE OWL CAPITAL INC Financial Services 867.0 $13K -350.0 -28.8% $14.94 -31.7%
975 KOP KOPPERS HOLDINGS INC Basic Materials 472.0 $13K -99.0 -17.3% $27.08 +46.3%
976 USLM UNITED STS LIME & MINERALS I Basic Materials 102.0 $12K -162.0 -61.4% $119.74 -13.0%
977 KIM KIMCO RLTY CORP Real Estate 600.0 $12K -138.0 -18.7% $20.27 +18.6%
978 MGRC MCGRATH RENTCORP Industrials 115.0 $12K -373.0 -76.4% $104.93 +4.5%
979 SPYM SPDR SERIES TRUST 145.0 $12K -54.0 -27.1% $80.34 +8.8%
980 XPEV XPENG INC Consumer Cyclical 572.0 $12K -32.0 -5.3% $20.28 -25.3%
Page 49 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%