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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 54 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 UNF UNIFIRST CORP MASS Industrials 17.0 $3K -303.0 -94.7% $192.88 +37.0%
1062 IYT ISHARES TR 44.0 $3K -52.0 -54.2% $74.50 +9.2%
1063 KXI ISHARES TR 50.0 $3K -39.0 -43.8% $64.66 +6.8%
1064 AGNC AGNC INVT CORP Real Estate 300.0 $3K -250.0 -45.5% $10.72 -4.3%
1065 ENFR ALPS ETF TR 100.0 $3K -15.0 -13.0% $31.46 +26.8%
1066 IYG ISHARES TR 33.0 $3K -48.0 -59.3% $92.24 -5.5%
1067 PSK SPDR SERIES TRUST 95.0 $3K -35.0 -26.9% $31.69 -2.5%
1068 WD WALKER & DUNLOP INC Financial Services 50.0 $3K -75.0 -60.0% $60.16 -17.3%
1069 UDR UDR INC Real Estate 82.0 $3K -11.0 -11.8% $36.67 +3.2%
1070 EMLC VANECK ETF TRUST 115.0 $3K -736.0 -86.5% $25.82 -1.9%
1071 DKNG DRAFTKINGS INC NEW Consumer Cyclical 85.0 $3K -42.0 -33.1% $34.46 -26.3%
1072 RDVY FIRST TR EXCHANGE TRADED FD 42.0 $3K -42.0 -50.0% $69.48 +7.6%
1073 DIOD DIODES INC Technology 59.0 $3K -13.0 -18.1% $49.34 +95.2%
1074 OGN ORGANON & CO Healthcare 400.0 $3K -36.0 -8.3% $7.17 +87.2%
1075 BCE BCE INC Communication Services 120.0 $3K -388.0 -76.4% $23.82 +2.4%
1076 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 161.0 $3K -17.0 -9.6% $17.69 -19.6%
1077 EXK ENDEAVOUR SILVER CORP Basic Materials 300.0 $3K -2K -84.5% $9.40 -0.7%
1078 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 45.0 $3K -83.0 -64.8% $60.89 -20.5%
1079 ARMOUR RESIDENTIAL REIT INC 153.0 $3K -13.0 -7.8% $17.70
1080 MGEE MGE ENERGY INC Utilities 34.0 $3K -630.0 -94.9% $78.41 -3.1%
Page 54 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%