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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 112 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 GDS GDS HLDGS LTD Technology 39.0 $1K -56.0 -59.0% $34.90 +0.8%
2222 IPGP IPG PHOTONICS CORP Technology 19.0 $1K $71.58 +68.4%
2223 DQ DAQO NEW ENERGY CORP Technology 46.0 $1K $29.50 -39.1%
2224 CIVITAS RESOURCES INC 50.0 $1K -14.0 -21.9% $27.10
2225 TOL TOLL BROTHERS INC Consumer Cyclical 10.0 $1K $135.20 +0.8%
2226 FARM FARMER BROS CO Consumer Defensive 925.0 $1K $1.46 -12.4%
2227 OCGN OCUGEN INC Healthcare 1,000.0 $1K $1.35 +0.0%
2228 RBC RBC BEARINGS INC Industrials 3.0 $1K +1.0 +50.0% $448.33 +27.4%
2229 FTXN FIRST TR EXCHANGE TRADED FD 48.0 $1K $27.92 +33.2%
2230 CHMG CHEMUNG FINL CORP Financial Services 24.0 $1K $55.79 +23.4%
2231 S SENTINELONE INC Technology 89.0 $1K $15.00 +19.8%
2232 GAP GAP INC Consumer Cyclical 52.0 $1K $25.60 -9.5%
2233 VC VISTEON CORP Consumer Cyclical 14.0 $1K $95.07 +14.9%
2234 SHV ISHARES TR 12.0 $1K -40.0 -76.9% $109.42 +0.8%
2235 ALTY GLOBAL X FDS 110.0 $1K $11.93 +3.5%
2236 DHT DHT HOLDINGS INC Energy 106.0 $1K -7.0 -6.2% $12.22 +45.4%
2237 STANDARDAERO INC 45.0 $1K +23.0 +104.5% $28.69
2238 TEI TEMPLETON EMERGING MKTS INCO Financial Services 200.0 $1K $6.45 -3.6%
2239 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 9.0 $1K $141.78 +9.7%
2240 WEN WENDYS CO Consumer Cyclical 153.0 $1K NEW $8.33 -6.9%
Page 112 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%