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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 113 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 54.0 $1K -86.0 -61.4% $23.39 +19.3%
2242 KRO KRONOS WORLDWIDE INC Basic Materials 283.0 $1K NEW $4.42 +53.8%
2243 SLDP SOLID POWER INC Industrials 292.0 $1K $4.25 -34.8%
2244 PCOR PROCORE TECHNOLOGIES INC Technology 17.0 $1K $72.76 -36.3%
2245 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 13.0 $1K -3.0 -18.8% $94.62 +17.3%
2246 FRO FRONTLINE PLC Energy 56.0 $1K +6.0 +12.0% $21.82 +76.2%
2247 ALGM ALLEGRO MICROSYSTEMS INC Technology 46.0 $1K $26.37 +69.5%
2248 NEOG NEOGEN CORP Healthcare 173.0 $1K +61.0 +54.5% $6.99 +26.8%
2249 SOUTH BOW CORP 44.0 $1K -404.0 -90.2% $27.45
2250 POST POST HLDGS INC Consumer Defensive 12.0 $1K -521.0 -97.8% $99.08 -1.6%
2251 VSH VISHAY INTERTECHNOLOGY INC Technology 82.0 $1K NEW $14.49 +177.2%
2252 WSC WILLSCOT HLDGS CORP Industrials 63.0 $1K NEW $18.83 +26.2%
2253 ENTG ENTEGRIS INC Technology 14.0 $1K $84.29 +55.9%
2254 CM CANADIAN IMPERIAL BANK OF CO Financial Services 13.0 $1K -5.0 -27.8% $90.62 +26.8%
2255 AAT AMERICAN ASSETS TR INC Real Estate 62.0 $1K -26.0 -29.6% $18.94 +17.0%
2256 LADR LADDER CAP CORP Real Estate 106.0 $1K $10.99 -9.2%
2257 VNO VORNADO RLTY TR Real Estate 35.0 $1K $33.29 -5.1%
2258 NCNO NCINO INC Technology 45.0 $1K $25.64 -38.3%
2259 GHYG ISHARES INC 25.0 $1K $46.12 -1.6%
2260 YYY AMPLIFY ETF TR 100.0 $1K $11.51 +0.3%
Page 113 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%