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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 8 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BCS BARCLAYS PLC Financial Services 47,140.0 $1.2M 0.01% -9K -15.6% $25.45 -5.8%
142 ARES ARES MANAGEMENT CORPORATION Financial Services 7,337.0 $1.2M 0.01% -637.0 -8.0% $161.63 -23.3%
143 BALT INNOVATOR ETFS TRUST 34,556.0 $1.2M 0.01% -1K -3.1% $33.51 +1.8%
144 INTC INTEL CORP Technology 31,149.0 $1.1M 0.01% -2K -6.0% $36.90 +221.1%
145 PGR PROGRESSIVE CORP Financial Services 5,045.0 $1.1M 0.01% -70.0 -1.4% $227.70 -11.0%
146 MSI MOTOROLA SOLUTIONS INC Technology 2,995.0 $1.1M 0.01% -311.0 -9.4% $383.32 +4.4%
147 COF CAPITAL ONE FINL CORP Financial Services 4,733.0 $1.1M 0.01% -254.0 -5.1% $242.35 -23.0%
148 IMO IMPERIAL OIL LTD Energy 13,200.0 $1.1M 0.01% -2K -11.6% $86.31 +55.1%
149 CPB THE CAMPBELLS COMPANY Consumer Defensive 40,452.0 $1.1M 0.01% -4K -8.6% $27.87 -28.1%
150 D DOMINION ENERGY INC Utilities 19,239.0 $1.1M 0.01% -3K -12.2% $58.59 +16.6%
151 NATWEST GROUP PLC 64,094.0 $1.1M 0.01% -4K -6.5% $17.50
152 WPM WHEATON PRECIOUS METALS CORP Basic Materials 9,507.0 $1.1M 0.01% -2K -14.7% $117.52 +8.2%
153 MO ALTRIA GROUP INC Consumer Defensive 19,129.0 $1.1M 0.01% -690.0 -3.5% $57.66 +27.8%
154 SBUX STARBUCKS CORP Consumer Cyclical 12,903.0 $1.1M 0.01% -3K -19.2% $84.21 +26.5%
155 PH PARKER-HANNIFIN CORP Industrials 1,231.0 $1.1M 0.01% -529.0 -30.1% $878.96 -2.2%
156 R RYDER SYS INC Industrials 5,607.0 $1.1M 0.01% -975.0 -14.8% $191.37 +22.7%
157 BLK BLACKROCK INC Financial Services 985.0 $1.1M 0.01% -11.0 -1.1% $1069.97 -0.6%
158 NOC NORTHROP GRUMMAN CORP Industrials 1,838.0 $1.0M 0.01% -156.0 -7.8% $570.26 -3.3%
159 VBK VANGUARD INDEX FDS 3,425.0 $1.0M 0.01% -182.0 -5.0% $302.13 +13.7%
160 PANW PALO ALTO NETWORKS INC Technology 5,573.0 $1.0M 0.01% -432.0 -7.2% $184.20 +37.3%
Page 8 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%