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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 125 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 SPIRE GLOBAL INC 23.0 $176.0 NEW $7.65
2482 SATL SATELLOGIC INC Technology 87.0 $162.0 NEW $1.86 +422.0%
2483 DXC DXC TECHNOLOGY CO Technology 11.0 $161.0 -10.0 -47.6% $14.64 -36.9%
2484 MDIV FIRST TR EXCHANGE TRADED FD 10.0 $157.0 $15.70 +5.8%
2485 LAND GLADSTONE LD CORP Real Estate 17.0 $156.0 -90.0 -84.1% $9.18 +3.9%
2486 PD PAGERDUTY INC Technology 11.0 $144.0 -23.0 -67.7% $13.09 -46.1%
2487 GNL GLOBAL NET LEASE INC Real Estate 16.0 $138.0 $8.62 +8.8%
2488 WB WEIBO CORP Communication Services 13.0 $133.0 -912.0 -98.6% $10.23 -19.3%
2489 RENX ENTERPRISES CORP 700.0 $133.0 $0.19
2490 EMBC EMBECTA CORP Healthcare 11.0 $131.0 -26.0 -70.3% $11.91 -72.1%
2491 AQN ALGONQUIN PWR UTILS CORP Utilities 21.0 $129.0 -2K -99.0% $6.14 -3.8%
2492 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 6.0 $129.0 $21.50 -14.6%
2493 FNDA SCHWAB STRATEGIC TR 4.0 $126.0 -2K -99.8% $31.50 +12.5%
2494 BANK AMERICA CORP $125.0 NEW
2495 ALTERITY THERAPEUTICS LTD 40.0 $123.0 $3.08
2496 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 3.0 $118.0 -2K -99.8% $39.33 -9.0%
2497 USAC USA COMPRESSION PARTNERS LP Energy 5.0 $115.0 $23.00 +29.0%
2498 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 34.0 $115.0 $3.38 +13.8%
2499 ETHA ISHARES ETHEREUM TR Financial Services 5.0 $112.0 NEW $22.40 -27.9%
2500 VEON LTD 2.0 $105.0 NEW $52.50
Page 125 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%