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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 6 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 10,452.0 $2.4M 0.03% -2K -15.9% $231.31 +14.9%
102 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 16,363.0 $2.4M 0.03% -1K -6.8% $146.58 -10.3%
103 VNQ VANGUARD INDEX FDS 26,909.0 $2.4M 0.03% -3K -11.1% $88.49 +9.2%
104 NSC NORFOLK SOUTHN CORP Industrials 7,806.0 $2.3M 0.03% -1K -12.8% $288.71 +7.9%
105 T AT&T INC Communication Services 89,586.0 $2.2M 0.03% -2K -2.4% $24.84 +0.4%
106 PLD PROLOGIS INC. Real Estate 17,136.0 $2.2M 0.03% -184.0 -1.1% $127.66 +13.3%
107 UNH UNITEDHEALTH GROUP INC Healthcare 6,545.0 $2.2M 0.02% -816.0 -11.1% $330.14 +16.1%
108 B BARRICK MNG CORP Basic Materials 48,314.0 $2.1M 0.02% -5K -9.6% $43.55 -5.3%
109 SGOV ISHARES TR 20,255.0 $2.0M 0.02% -7K -25.5% $100.38 +0.2%
110 MDLZ MONDELEZ INTL INC Consumer Defensive 37,087.0 $2.0M 0.02% -6K -12.9% $53.83 +14.2%
111 COP CONOCOPHILLIPS Energy 21,052.0 $2.0M 0.02% -190.0 -0.9% $93.61 +28.8%
112 VGT VANGUARD WORLD FD 2,571.0 $1.9M 0.02% -65.0 -2.5% $753.88 -84.8%
113 ITW ILLINOIS TOOL WKS INC Industrials 7,579.0 $1.9M 0.02% -410.0 -5.1% $246.30 +1.5%
114 IYW ISHARES TR 9,177.0 $1.8M 0.02% -1K -11.3% $199.66 +20.2%
115 AUB ATLANTIC UN BANKSHARES CORP Financial Services 49,783.0 $1.8M 0.02% -6K -10.2% $35.30 +6.7%
116 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,657.0 $1.8M 0.02% -349.0 -5.8% $310.24 +19.4%
117 NEM NEWMONT CORP Basic Materials 17,094.0 $1.7M 0.02% -2K -12.6% $99.85 +8.5%
118 WEC WEC ENERGY GROUP INC Utilities 16,127.0 $1.7M 0.02% -1K -7.6% $105.46 +4.9%
119 GLW CORNING INC Technology 19,339.0 $1.7M 0.02% -1K -6.0% $87.56 +119.2%
120 CINF CINCINNATI FINL CORP Financial Services 10,366.0 $1.7M 0.02% -141.0 -1.3% $163.32 +3.1%
Page 6 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%