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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 101 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 MOD MODINE MFG CO Consumer Cyclical 36.0 $5K -33.0 -47.8% $133.50 +87.3%
2002 CAE CAE INC Industrials 155.0 $5K -238.0 -60.6% $30.42 -11.4%
2003 CSTM CONSTELLIUM SE Basic Materials 250.0 $5K NEW $18.85 +70.0%
2004 IVOO VANGUARD ADMIRAL FDS INC 42.0 $5K $111.81 +10.3%
2005 TPG TPG INC Financial Services 73.0 $5K +7.0 +10.6% $63.84 -36.3%
2006 PBW INVESCO EXCHANGE TRADED FD T 152.0 $5K NEW $30.54 +36.1%
2007 BEAT HEARTBEAM INC Healthcare 1,928.0 $5K $2.40 -61.6%
2008 SLYV SPDR SERIES TRUST 50.0 $5K $90.98 +12.6%
2009 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 216.0 $5K NEW $21.00 +30.4%
2010 LIONSGATE STUDIOS CORP 496.0 $5K $9.13
2011 TGLS TECNOGLASS INC Basic Materials 89.0 $4K $50.31 -18.8%
2012 BZ KANZHUN LIMITED Industrials 219.0 $4K +38.0 +21.0% $20.38 -32.3%
2013 POWL POWELL INDS INC Industrials 14.0 $4K $318.79 -15.0%
2014 SVM SILVERCORP METALS INC Basic Materials 531.0 $4K -2K -79.9% $8.34 +50.6%
2015 TTRX TURN THERAPEUTICS INC Healthcare 1,122.0 $4K NEW $3.94 +20.8%
2016 BEN FRANKLIN RESOURCES INC Financial Services 185.0 $4K +41.0 +28.5% $23.89 +29.2%
2017 ONON ON HLDG AG Consumer Cyclical 94.0 $4K +6.0 +6.8% $46.48 -15.7%
2018 HYS PIMCO ETF TR 46.0 $4K $94.83 -1.5%
2019 LW LAMB WESTON HLDGS INC Consumer Defensive 104.0 $4K -533.0 -83.7% $41.89 +2.2%
2020 TPHD TIMOTHY PLAN 113.0 $4K $38.39 +7.9%
Page 101 of 127  ·  2,532 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%