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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 115 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CRSR CORSAIR GAMING INC Technology 175.0 $1K NEW $5.94 +16.6%
2282 CCC CCC INTELLIGENT SOLUTIONS HL Technology 131.0 $1K +16.0 +13.9% $7.92 -42.7%
2283 SYM SYMBOTIC INC Industrials 17.0 $1K NEW $59.53 -16.1%
2284 UAA UNDER ARMOUR INC Consumer Cyclical 200.0 $994.0 $4.97 +3.6%
2285 NNN NNN REIT INC Real Estate 25.0 $991.0 -111.0 -81.6% $39.64 +13.5%
2286 AESI ATLAS ENERGY SOLUTIONS INC Energy 105.0 $989.0 NEW $9.42 +106.7%
2287 KRYS KRYSTAL BIOTECH INC Healthcare 4.0 $986.0 -2.0 -33.3% $246.50 +23.4%
2288 WIP SPDR SERIES TRUST 25.0 $985.0 -70.0 -73.7% $39.40 +2.1%
2289 MYGN MYRIAD GENETICS INC Healthcare 158.0 $972.0 $6.15 -36.4%
2290 UA UNDER ARMOUR INC Consumer Cyclical 201.0 $967.0 -61.0 -23.3% $4.81 +4.6%
2291 STNG SCORPIO TANKERS INC Energy 19.0 $966.0 -10.0 -34.5% $50.84 +60.7%
2292 CLVT CLARIVATE PLC Technology 288.0 $962.0 $3.34 -27.6%
2293 EMD WESTERN ASSET EMERGING MKTS Financial Services 90.0 $957.0 $10.63 -3.0%
2294 LOAR LOAR HOLDINGS INC Industrials 14.0 $952.0 $68.00 -8.0%
2295 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 35.0 $951.0 NEW $27.17 -27.8%
2296 EDD MORGAN STANLEY EMERGING MKTS Financial Services 175.0 $950.0 $5.43 +0.0%
2297 CNH INDL N V 103.0 $950.0 -134.0 -56.5% $9.22
2298 ARRY ARRAY TECHNOLOGIES INC Energy 102.0 $940.0 NEW $9.22 -11.0%
2299 PFLT PENNANTPARK FLOATING RATE CA Financial Services 100.0 $927.0 $9.27 -10.6%
2300 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 867.0 $927.0 $1.07 -31.3%
Page 115 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%