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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 5 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW Financial Services 36,907.0 $3.4M 0.04% -2K -4.8% $93.20 -18.7%
82 ESGU ISHARES TR 22,818.0 $3.4M 0.04% -201.0 -0.9% $148.98 +8.7%
83 GE GE AEROSPACE Industrials 10,674.0 $3.3M 0.04% -589.0 -5.2% $308.02 -2.0%
84 LIN LINDE PLC Basic Materials 7,373.0 $3.1M 0.04% -801.0 -9.8% $426.36 +20.7%
85 NEE NEXTERA ENERGY INC Utilities 38,147.0 $3.1M 0.04% -5K -12.6% $80.28 +11.7%
86 MRSH MARSH & MCLENNAN COS INC Financial Services 16,221.0 $3.0M 0.03% -1K -6.6% $185.52 -11.0%
87 LRCX LAM RESEARCH CORP Technology 17,556.0 $3.0M 0.03% -262.0 -1.5% $171.18 +76.6%
88 CSCO CISCO SYS INC Technology 38,993.0 $3.0M 0.03% -1K -3.1% $77.03 +53.4%
89 EEM ISHARES TR 53,630.0 $2.9M 0.03% -1K -2.2% $54.71 +20.7%
90 PFE PFIZER INC Healthcare 117,284.0 $2.9M 0.03% -3K -2.4% $24.90 +4.2%
91 HDB HDFC BANK LTD Financial Services 77,603.0 $2.8M 0.03% -616.0 -0.8% $36.54 -32.6%
92 MU MICRON TECHNOLOGY INC Technology 9,915.0 $2.8M 0.03% -718.0 -6.8% $285.41 +167.0%
93 ANGL VANECK ETF TRUST 92,595.0 $2.7M 0.03% -531.0 -0.6% $29.36 -1.2%
94 SYK STRYKER CORPORATION Healthcare 7,628.0 $2.7M 0.03% -52.0 -0.7% $351.45 -8.5%
95 AXP AMERICAN EXPRESS CO Financial Services 7,054.0 $2.6M 0.03% -826.0 -10.5% $369.97 -16.3%
96 LOW LOWES COS INC Consumer Cyclical 10,788.0 $2.6M 0.03% -206.0 -1.9% $241.16 -9.9%
97 TJX TJX COS INC NEW Consumer Cyclical 16,911.0 $2.6M 0.03% -695.0 -4.0% $153.61 +3.6%
98 MS MORGAN STANLEY Financial Services 14,332.0 $2.5M 0.03% -849.0 -5.6% $177.53 +12.9%
99 TXN TEXAS INSTRS INC Technology 14,464.0 $2.5M 0.03% -2K -12.9% $173.48 +75.7%
100 DHR DANAHER CORPORATION Healthcare 10,593.0 $2.4M 0.03% -2K -17.8% $228.92 -24.3%
Page 5 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%