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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 53 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PSKY PARAMOUNT SKYDANCE CORP Communication Services 360.0 $5K -75.0 -17.2% $13.40 -24.4%
1042 MOD MODINE MFG CO Consumer Cyclical 36.0 $5K -33.0 -47.8% $133.50 +87.3%
1043 CAE CAE INC Industrials 155.0 $5K -238.0 -60.6% $30.42 -11.4%
1044 SVM SILVERCORP METALS INC Basic Materials 531.0 $4K -2K -79.9% $8.34 +50.6%
1045 LW LAMB WESTON HLDGS INC Consumer Defensive 104.0 $4K -533.0 -83.7% $41.89 +2.2%
1046 TXNM ENERGY INC 73.0 $4K -410.0 -84.9% $58.88
1047 QFIN QFIN HOLDINGS INC Financial Services 217.0 $4K -404.0 -65.1% $19.27 -34.8%
1048 LUMN LUMEN TECHNOLOGIES INC Communication Services 530.0 $4K -68.0 -11.4% $7.77 +21.5%
1049 FLS FLOWSERVE CORP Industrials 59.0 $4K -67.0 -53.2% $69.37 -0.9%
1050 BEKE KE HLDGS INC Real Estate 259.0 $4K -637.0 -71.1% $15.76 +7.2%
1051 TDS TELEPHONE & DATA SYS INC Communication Services 94.0 $4K -4.0 -4.1% $41.00 +1.5%
1052 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 205.0 $4K -13.0 -6.0% $18.75 -26.7%
1053 SPSM SPDR SERIES TRUST 82.0 $4K -246.0 -75.0% $46.87 +13.1%
1054 LAMR LAMAR ADVERTISING CO NEW Real Estate 30.0 $4K -105.0 -77.8% $126.57 +20.6%
1055 FCPT FOUR CORNERS PPTY TR INC Real Estate 162.0 $4K -51.0 -23.9% $23.06 +8.4%
1056 MTRN MATERION CORP Basic Materials 30.0 $4K -83.0 -73.5% $124.33 +69.0%
1057 CLDT CHATHAM LODGING TR Real Estate 543.0 $4K -297.0 -35.4% $6.81 +57.0%
1058 ZTO ZTO EXPRESS CAYMAN INC Industrials 176.0 $4K -549.0 -75.7% $20.89 +11.2%
1059 JBS N.V. 239.0 $3K -6K -96.0% $14.42
1060 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 44.0 $3K -51.0 -53.7% $75.57 +7.1%
Page 53 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%