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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 120 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 CRVL CORVEL CORP Financial Services 8.0 $541.0 NEW $67.62 -9.0%
2382 XRN GLOBAL MED REIT INC Financial Services 16.0 $540.0 NEW $33.75 +7.4%
2383 PFFA ETFIS SER TR I 25.0 $539.0 -40.0 -61.5% $21.56 -1.3%
2384 ULCC FRONTIER GROUP HLDGS INC Industrials 112.0 $528.0 -49.0 -30.4% $4.71 -0.5%
2385 ACLX ARCELLX INC Healthcare 8.0 $522.0 NEW $65.25 +76.4%
2386 BGS B & G FOODS INC NEW Consumer Defensive 120.0 $516.0 -15.0 -11.1% $4.30 -1.2%
2387 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 80.0 $516.0 $6.45 -37.5%
2388 BRZE BRAZE INC Technology 15.0 $514.0 NEW $34.27 -31.7%
2389 XRX XEROX HOLDINGS CORP Technology 217.0 $514.0 -249.0 -53.4% $2.37 +7.2%
2390 LIFE360 INC 8.0 $513.0 NEW $64.12
2391 PLAB PHOTRONICS INC Technology 16.0 $512.0 $32.00 +55.7%
2392 SOLENO THERAPEUTICS INC 11.0 $509.0 NEW $46.27
2393 CPK CHESAPEAKE UTILS CORP Utilities 4.0 $499.0 $124.75 +1.8%
2394 RWT REDWOOD TRUST INC Real Estate 90.0 $498.0 $5.53 -4.4%
2395 RRR RED ROCK RESORTS INC Consumer Cyclical 8.0 $496.0 NEW $62.00 -15.4%
2396 DJCO DAILY JOURNAL CORP Technology 1.0 $487.0 NEW $487.00 -4.4%
2397 GSAT GLOBALSTAR INC Communication Services 8.0 $484.0 NEW $60.50 +36.7%
2398 PAYO PAYONEER GLOBAL INC Technology 86.0 $483.0 $5.62 -11.0%
2399 MCW MISTER CAR WASH INC Consumer Cyclical 86.0 $478.0 $5.56 +27.7%
2400 PHR PHREESIA INC Healthcare 28.0 $474.0 $16.93 -47.7%
Page 120 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%