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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 9 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 INTU INTUIT Technology 1,523.0 $1.0M 0.01% -208.0 -12.0% $662.36 -53.6%
162 SNA SNAP ON INC Industrials 2,913.0 $1.0M 0.01% -41.0 -1.4% $344.54 +4.5%
163 AMT AMERICAN TOWER CORP NEW Real Estate 5,711.0 $1.0M 0.01% -1K -17.3% $175.58 +4.7%
164 MDT MEDTRONIC PLC Healthcare 10,278.0 $987K 0.01% -70.0 -0.7% $96.05 -18.6%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,093.0 $976K 0.01% -4K -18.3% $53.94 +10.4%
166 TMUS T-MOBILE US INC Communication Services 4,730.0 $960K 0.01% -130.0 -2.7% $203.04 -6.3%
167 O REALTY INCOME CORP Real Estate 16,839.0 $949K 0.01% -237.0 -1.4% $56.37 +10.4%
168 RSG REPUBLIC SVCS INC Industrials 4,455.0 $944K 0.01% -137.0 -3.0% $211.91 +0.1%
169 FLTR VANECK ETF TRUST 36,697.0 $935K 0.01% -36K -49.3% $25.48 +0.3%
170 CRUS CIRRUS LOGIC INC Technology 7,867.0 $932K 0.01% -475.0 -5.7% $118.50 +40.6%
171 EWT ISHARES INC 14,597.0 $927K 0.01% -220.0 -1.5% $63.53 +48.7%
172 NKE NIKE INC Consumer Cyclical 14,242.0 $907K 0.01% -604.0 -4.1% $63.71 -30.3%
173 SAP SAP SE Technology 3,734.0 $907K 0.01% -590.0 -13.6% $242.93 -26.0%
174 RGA REINSURANCE GRP OF AMERICA I Financial Services 4,399.0 $895K 0.01% -292.0 -6.2% $203.46 +5.2%
175 HII HUNTINGTON INGALLS INDS INC Industrials 2,628.0 $894K 0.01% -165.0 -5.9% $340.06 -6.6%
176 DFGR DIMENSIONAL ETF TRUST 33,707.0 $891K 0.01% -4K -10.0% $26.42 +9.8%
177 WF WOORI FINL GROUP INC Financial Services 15,019.0 $883K 0.01% -1K -6.8% $58.79 +6.2%
178 BIBL NORTHERN LTS FD TR IV 19,438.0 $877K 0.01% -3K -11.8% $45.13 +17.2%
179 TT TRANE TECHNOLOGIES PLC Industrials 2,248.0 $875K 0.01% -130.0 -5.5% $389.11 +16.1%
180 GPC GENUINE PARTS CO Consumer Cyclical 6,996.0 $860K 0.01% -230.0 -3.2% $122.95 -20.6%
Page 9 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%