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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 121 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 AURA AURA BIOSCIENCES INC Healthcare 86.0 $469.0 $5.45 +40.3%
2402 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 9.0 $467.0 NEW $51.89 -6.7%
2403 CRK COMSTOCK RES INC Energy 20.0 $464.0 NEW $23.20 -39.2%
2404 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 55.0 $463.0 $8.42 -6.0%
2405 ECC EAGLE POINT CREDIT COMPANY I Financial Services 80.0 $461.0 $5.76 -29.9%
2406 SAR SARATOGA INVT CORP Financial Services 20.0 $461.0 $23.05 -3.7%
2407 ROG ROGERS CORP Technology 5.0 $458.0 NEW $91.60 +45.2%
2408 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 21.0 $456.0 NEW $21.71 -19.7%
2409 BKSY BLACKSKY TECHNOLOGY INC Technology 24.0 $452.0 NEW $18.83 +137.1%
2410 PAM PAMPA ENERGIA S A Utilities 5.0 $443.0 -1.0 -16.7% $88.60 -7.8%
2411 CACC CREDIT ACCEP CORP MICH Financial Services 1.0 $443.0 NEW $443.00 +23.5%
2412 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 58.0 $439.0 -132.0 -69.5% $7.57 -28.5%
2413 BB BLACKBERRY LTD Technology 115.0 $436.0 +100.0 +666.7% $3.79 +75.4%
2414 IQ IQIYI INC Communication Services 227.0 $436.0 $1.92 -42.7%
2415 ALAUNOS THERAPEUTICS INC 135.0 $436.0 $3.23
2416 ITRN ITURAN LOCATION AND CONTROL Technology 10.0 $430.0 -11.0 -52.4% $43.00 +35.5%
2417 CRBG COREBRIDGE FINL INC Financial Services 14.0 $422.0 $30.14 -8.3%
2418 GPOR GULFPORT ENERGY CORP Energy 2.0 $416.0 NEW $208.00 -13.9%
2419 CSAN COSAN S A Energy 105.0 $415.0 $3.95 -12.2%
2420 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5.0 $405.0 +2.0 +66.7% $81.00 -32.5%
Page 121 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%