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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 116 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 ANAB ANAPTYSBIO INC Healthcare 19.0 $921.0 $48.47 +24.6%
2302 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 125.0 $918.0 -14.0 -10.1% $7.34 +24.6%
2303 PAGS PAGSEGURO DIGITAL LTD Technology 95.0 $916.0 $9.64 -3.3%
2304 PRLB PROTO LABS INC Industrials 18.0 $911.0 $50.61 +40.5%
2305 CLNE CLEAN ENERGY FUELS CORP Energy 430.0 $904.0 NEW $2.10 -3.4%
2306 TGS TRANSPORTADORA DE GAS SUR Energy 29.0 $902.0 +10.0 +52.6% $31.10 -8.0%
2307 VOOG VANGUARD ADMIRAL FDS INC 2.0 $893.0 -28.0 -93.3% $446.50 -81.6%
2308 REM ISHARES TR 40.0 $887.0 $22.18 -1.6%
2309 BBEU J P MORGAN EXCHANGE TRADED F 12.0 $880.0 NEW $73.33 +6.1%
2310 OXLC OXFORD LANE CAP CORP Financial Services 60.0 $878.0 $14.63 -34.1%
2311 CONFLUENT INC 29.0 $877.0 $30.24
2312 PI IMPINJ INC Technology 5.0 $870.0 $174.00 -21.2%
2313 SKT TANGER INC Real Estate 26.0 $868.0 -24.0 -48.0% $33.38 +6.7%
2314 PEX PROSHARES TR 35.0 $865.0 -10.0 -22.2% $24.71 -11.8%
2315 WNC WABASH NATL CORP Industrials 100.0 $865.0 NEW $8.65 -19.5%
2316 FR FIRST INDL RLTY TR INC Real Estate 15.0 $859.0 $57.27 +9.0%
2317 LCII LCI INDS Consumer Cyclical 7.0 $849.0 $121.29 -10.0%
2318 NSA NATIONAL STORAGE AFFILIATES Real Estate 30.0 $846.0 -10.0 -25.0% $28.20 +51.7%
2319 SKY CHAMPION HOMES INC Consumer Cyclical 10.0 $845.0 NEW $84.50 -17.5%
2320 SLG SL GREEN RLTY CORP Real Estate 18.0 $826.0 -6.0 -25.0% $45.89 -9.7%
Page 116 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%