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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 58 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 SWBI SMITH & WESSON BRANDS INC Industrials 81.0 $799.0 -166.0 -67.2% $9.86 +53.3%
1142 HGTY HAGERTY INC Financial Services 58.0 $780.0 -47.0 -44.8% $13.45 -18.6%
1143 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 54.0 $767.0 -16.0 -22.9% $14.20 +17.2%
1144 IIPR INNOVATIVE INDL PPTYS INC Real Estate 16.0 $758.0 -4.0 -20.0% $47.38 +19.0%
1145 AGRO ADECOAGRO S A Consumer Defensive 92.0 $730.0 -26.0 -22.0% $7.93 +71.6%
1146 GALAXY DIGITAL INC. 32.0 $709.0 -8.0 -20.0% $22.16
1147 CWT CALIFORNIA WTR SVC GROUP Utilities 16.0 $693.0 -6.0 -27.3% $43.31 -0.2%
1148 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 30.0 $678.0 -35.0 -53.9% $22.60 +25.6%
1149 PFFD GLOBAL X FDS 35.0 $662.0 -25.0 -41.7% $18.91 -0.6%
1150 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 125.0 $645.0 -200.0 -61.5% $5.16 +0.8%
1151 FNDE SCHWAB STRATEGIC TR 18.0 $634.0 -3K -99.3% $35.22 +14.8%
1152 BTO HANCOCK JOHN FINL OPPTYS FD Financial Services 18.0 $631.0 -10.0 -35.7% $35.06 +4.0%
1153 BRX BRIXMOR PPTY GROUP INC Real Estate 24.0 $629.0 -2K -99.0% $26.21 +17.7%
1154 FNDF SCHWAB STRATEGIC TR 13.0 $588.0 -2K -99.3% $45.23 +18.6%
1155 PDM PIEDMONT REALTY TRUST INC Real Estate 70.0 $584.0 -37.0 -34.6% $8.34 -3.2%
1156 AVNS AVANOS MED INC Healthcare 51.0 $573.0 -7.0 -12.1% $11.24 +119.8%
1157 NWL NEWELL BRANDS INC Consumer Defensive 149.0 $554.0 -381.0 -71.9% $3.72 -3.7%
1158 JBLU JETBLUE AWYS CORP Industrials 119.0 $541.0 -20.0 -14.4% $4.55 +10.2%
1159 PFFA ETFIS SER TR I 25.0 $539.0 -40.0 -61.5% $21.56 -1.3%
1160 ULCC FRONTIER GROUP HLDGS INC Industrials 112.0 $528.0 -49.0 -30.4% $4.71 -0.5%
Page 58 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%