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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 106 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 ANNALY CAPITAL MANAGEMENT IN 120.0 $3K +5.0 +4.3% $22.36
2102 MGEE MGE ENERGY INC Utilities 34.0 $3K -630.0 -94.9% $78.41 -3.1%
2103 AUBN AUBURN NATL BANCORP Financial Services 98.0 $3K NEW $26.95 -10.3%
2104 VGZ VISTA GOLD CORP Basic Materials 1,340.0 $3K +600.0 +81.1% $1.97 +12.2%
2105 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 525.0 $3K $4.97 +6.0%
2106 HAUZ DBX ETF TR 112.0 $3K -219.0 -66.2% $23.21 +0.6%
2107 RXO RXO INC Industrials 205.0 $3K +114.0 +125.3% $12.64 +88.6%
2108 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 47.0 $3K -3.0 -6.0% $55.02 -13.6%
2109 XRT SPDR SERIES TRUST 30.0 $3K $85.30 -4.1%
2110 SKYT SKYWATER TECHNOLOGY INC Technology 139.0 $3K $18.16 +93.5%
2111 BANC BANC OF CALIFORNIA INC Financial Services 130.0 $3K -9.0 -6.5% $19.29 -2.5%
2112 OTTR OTTER TAIL CORP Utilities 31.0 $3K -233.0 -88.3% $80.81 +7.3%
2113 BIZD VANECK ETF TRUST 175.0 $2K -15.0 -7.9% $14.18 -11.7%
2114 BLACKROCK MUN INCOME TR 247.0 $2K NEW $10.03
2115 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 416.0 $2K $5.89 +44.1%
2116 FBP FIRST BANCORP P R Financial Services 118.0 $2K $20.73 +16.6%
2117 PUMP PROPETRO HLDG CORP Energy 256.0 $2K $9.51 +79.0%
2118 IGV ISHARES TR 23.0 $2K -55.0 -70.5% $105.70 -12.5%
2119 CPF CENTRAL PAC FINL CORP Financial Services 78.0 $2K $31.15 +11.7%
2120 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 14.0 $2K +3.0 +27.3% $171.29 +122.1%
Page 106 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%