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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 105 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 WD WALKER & DUNLOP INC Financial Services 50.0 $3K -75.0 -60.0% $60.16 -17.3%
2082 BBAI BIGBEAR AI HLDGS INC Technology 557.0 $3K $5.40 -22.2%
2083 UDR UDR INC Real Estate 82.0 $3K -11.0 -11.8% $36.67 +3.2%
2084 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17.0 $3K $176.47 -12.5%
2085 EMLC VANECK ETF TRUST 115.0 $3K -736.0 -86.5% $25.82 -1.9%
2086 DKNG DRAFTKINGS INC NEW Consumer Cyclical 85.0 $3K -42.0 -33.1% $34.46 -26.3%
2087 RC READY CAPITAL CORP Real Estate 1,341.0 $3K $2.18 -16.5%
2088 RDVY FIRST TR EXCHANGE TRADED FD 42.0 $3K -42.0 -50.0% $69.48 +7.6%
2089 DIOD DIODES INC Technology 59.0 $3K -13.0 -18.1% $49.34 +95.2%
2090 OGN ORGANON & CO Healthcare 400.0 $3K -36.0 -8.3% $7.17 +87.2%
2091 BCE BCE INC Communication Services 120.0 $3K -388.0 -76.4% $23.82 +2.4%
2092 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 161.0 $3K -17.0 -9.6% $17.69 -19.6%
2093 EXK ENDEAVOUR SILVER CORP Basic Materials 300.0 $3K -2K -84.5% $9.40 -0.7%
2094 FAF FIRST AMERN FINL CORP Financial Services 45.0 $3K $61.44 +10.4%
2095 HALO HALOZYME THERAPEUTICS INC Healthcare 41.0 $3K $67.29 +1.8%
2096 SRI STONERIDGE INC Consumer Cyclical 474.0 $3K $5.79 +19.0%
2097 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 45.0 $3K -83.0 -64.8% $60.89 -20.5%
2098 DIVZ ELEVATION SERIES TRUST 75.0 $3K NEW $36.44 +4.7%
2099 ARMOUR RESIDENTIAL REIT INC 153.0 $3K -13.0 -7.8% $17.70
2100 M MACYS INC Consumer Cyclical 122.0 $3K $22.05 -6.5%
Page 105 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%