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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 126 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 374WATER INC 50.0 $102.0 NEW $2.04
2502 LENNAR CORP 1.0 $95.0 $95.00
2503 ZLAB ZAI LAB LTD Healthcare 5.0 $88.0 $17.60 +6.9%
2504 FTRE FORTREA HLDGS INC Healthcare 5.0 $86.0 -9.0 -64.3% $17.20 -23.6%
2505 FBCG FIDELITY COVINGTON TRUST 2.0 $84.0 NEW $42.00 +45.7%
2506 BYND BEYOND MEAT INC Consumer Defensive 90.0 $74.0 $0.82 -4.1%
2507 CEVA CEVA INC Technology 3.0 $68.0 NEW $22.67 +69.6%
2508 DGS WISDOMTREE TR 1.0 $57.0 $57.00 +12.6%
2509 GCC WISDOMTREE TR 2.0 $50.0 $25.00 +1.8%
2510 AVGE AMERICAN CENTY ETF TR 1.0 $44.0 $44.00 +121.3%
2511 FELV FIDELITY COVINGTON TRUST 1.0 $43.0 $43.00 -10.3%
2512 RYTHM INC 2.0 $43.0 NEW $21.50
2513 SSTK SHUTTERSTOCK INC Communication Services 2.0 $39.0 NEW $19.50 -20.1%
2514 RIOT RIOT PLATFORMS INC Financial Services 3.0 $38.0 -10.0 -76.9% $12.67 +86.9%
2515 AMC ENTMT HLDGS INC 23.0 $36.0 $1.57
2516 AURORA CANNABIS INC 8.0 $34.0 $4.25
2517 CHARGEPOINT HOLDINGS INC 5.0 $33.0 $6.60
2518 VSAT VIASAT INC Technology 1.0 $30.0 NEW $30.00 +150.9%
2519 VTIP VANGUARD MALVERN FDS 1.0 $28.0 -8K -100.0% $28.00 +79.5%
2520 FDVV FIDELITY COVINGTON TRUST $28.0 NEW
Page 126 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%