BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 109 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 201.0 $2K -32.0 -13.7% $8.94 +18.0%
2162 CAR AVIS BUDGET GROUP Industrials 14.0 $2K $128.29 +22.9%
2163 AMRIZE LTD 33.0 $2K -2.0 -5.7% $54.09
2164 PII POLARIS INC Consumer Cyclical 28.0 $2K $63.25 -0.3%
2165 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 97.0 $2K $18.15 -15.8%
2166 XSLV INVESCO EXCH TRADED FD TR II 38.0 $2K $46.13 +7.8%
2167 VOX VANGUARD WORLD FD 9.0 $2K $193.67 +1.1%
2168 PBA PEMBINA PIPELINE CORP Energy 45.0 $2K $38.07 +29.6%
2169 LAZ LAZARD INC Financial Services 35.0 $2K +7.0 +25.0% $48.57 -1.8%
2170 EFC ELLINGTON FINANCIAL INC Real Estate 125.0 $2K $13.58 -0.1%
2171 LCID LUCID GROUP INC Consumer Cyclical 160.0 $2K $10.57 -44.7%
2172 HCC WARRIOR MET COAL INC Energy 19.0 $2K $88.16 -3.1%
2173 SYNA SYNAPTICS INC Technology 22.0 $2K +1.0 +4.8% $75.55 +71.8%
2174 MBC MASTERBRAND INC Consumer Cyclical 150.0 $2K -56.0 -27.2% $11.04 -31.2%
2175 ACLS AXCELIS TECHNOLOGIES INC Technology 20.0 $2K $80.35 +89.8%
2176 AMER SPORTS INC 43.0 $2K $37.35
2177 UNIT UNITI GROUP LLC Real Estate 229.0 $2K $7.01 +56.2%
2178 CMPR CIMPRESS PLC Communication Services 24.0 $2K $66.58 +42.9%
2179 ARKX ARK ETF TR 55.0 $2K NEW $28.98 +18.9%
2180 SCM STELLUS CAP INVT CORP Financial Services 125.0 $2K $12.68 -28.0%
Page 109 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%