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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 14 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CPB THE CAMPBELLS COMPANY Consumer Defensive 40,452.0 $1.1M 0.01% -4K -8.6% $27.87 -26.2%
262 D DOMINION ENERGY INC Utilities 19,239.0 $1.1M 0.01% -3K -12.2% $58.59 +15.5%
263 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 30,393.0 $1.1M 0.01% $37.00 -11.1%
264 SYY SYSCO CORP Consumer Defensive 15,233.0 $1.1M 0.01% +154.0 +1.0% $73.69 +3.5%
265 NATWEST GROUP PLC 64,094.0 $1.1M 0.01% -4K -6.5% $17.50
266 IWR ISHARES TR 11,622.0 $1.1M 0.01% +315.0 +2.8% $96.27 +10.0%
267 WPM WHEATON PRECIOUS METALS CORP Basic Materials 9,507.0 $1.1M 0.01% -2K -14.7% $117.52 +7.7%
268 EME EMCOR GROUP INC Industrials 1,815.0 $1.1M 0.01% +382.0 +26.7% $611.79 +38.8%
269 JVAL J P MORGAN EXCHANGE TRADED F 22,541.0 $1.1M 0.01% +3K +17.1% $49.08 +14.2%
270 MO ALTRIA GROUP INC Consumer Defensive 19,129.0 $1.1M 0.01% -690.0 -3.5% $57.66 +28.2%
271 DFAC DIMENSIONAL ETF TRUST 27,853.0 $1.1M 0.01% +2K +7.8% $39.59 +10.1%
272 SBUX STARBUCKS CORP Consumer Cyclical 12,903.0 $1.1M 0.01% -3K -19.2% $84.21 +22.4%
273 PH PARKER-HANNIFIN CORP Industrials 1,231.0 $1.1M 0.01% -529.0 -30.1% $878.96 -1.4%
274 R RYDER SYS INC Industrials 5,607.0 $1.1M 0.01% -975.0 -14.8% $191.37 +27.5%
275 SPTI SPDR SERIES TRUST 37,185.0 $1.1M 0.01% +2K +5.3% $28.84 -2.0%
276 BLK BLACKROCK INC Financial Services 985.0 $1.1M 0.01% -11.0 -1.1% $1069.97 +0.3%
277 PFF ISHARES TR 33,976.0 $1.1M 0.01% +2K +7.7% $30.96 +0.9%
278 NOC NORTHROP GRUMMAN CORP Industrials 1,838.0 $1.0M 0.01% -156.0 -7.8% $570.26 -2.6%
279 C CITIGROUP INC Financial Services 8,961.0 $1.0M 0.01% +724.0 +8.8% $116.69 +7.2%
280 JBND J P MORGAN EXCHANGE TRADED F 19,313.0 $1.0M 0.01% +223.0 +1.2% $54.07 -1.6%
Page 14 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%