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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 114 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 FNF FIDELITY NATIONAL FINANCIAL Financial Services 21.0 $1K -528.0 -96.2% $54.57 -9.5%
2262 COHU COHU INC Technology 49.0 $1K $23.27 +96.2%
2263 XFOR X4 PHARMACEUTICALS INC Healthcare 284.0 $1K $4.00 -5.8%
2264 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 57.0 $1K $19.81 +97.5%
2265 RPD RAPID7 INC Technology 74.0 $1K $15.20 -51.9%
2266 PSEC PROSPECT CAP CORP Financial Services 431.0 $1K $2.59 -15.1%
2267 BME BLACKROCK HEALTH SCIENCES TR Financial Services 27.0 $1K $41.15 -4.6%
2268 SDVY FIRST TR EXCHANGE-TRADED FD 29.0 $1K $38.31 +8.0%
2269 IDYA IDEAYA BIOSCIENCES INC Healthcare 32.0 $1K $34.56 -14.5%
2270 ADAMM ADAMAS TRUST INC. Financial Services 150.0 $1K $7.30 +248.7%
2271 KBWD INVESCO EXCH TRADED FD TR II 80.0 $1K -50.0 -38.5% $13.66 -8.7%
2272 MFA MFA FINL INC Real Estate 117.0 $1K $9.31 +2.1%
2273 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 29.0 $1K NEW $37.41 -18.5%
2274 IRT INDEPENDENCE RLTY TR INC Real Estate 62.0 $1K $17.48 -4.0%
2275 RH RH Consumer Cyclical 6.0 $1K -8.0 -57.1% $179.17 -25.7%
2276 LI LI AUTO INC Consumer Cyclical 63.0 $1K -113.0 -64.2% $16.92 -4.3%
2277 OLED UNIVERSAL DISPLAY CORP Technology 9.0 $1K $116.78 -21.6%
2278 BKLN INVESCO EXCH TRADED FD TR II 50.0 $1K -2K -98.0% $21.00 -2.4%
2279 BIOHAVEN LTD 93.0 $1K +62.0 +200.0% $11.29
2280 ONEQ FIDELITY COMWLTH TR 11.0 $1K +1.0 +10.0% $95.00 +8.8%
Page 114 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%