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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 19 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HBNC HORIZON BANCORP INC Financial Services 42,354.0 $718K 0.01% -12K -22.7% $16.96 +8.6%
362 VONV VANGUARD SCOTTSDALE FDS 7,780.0 $718K 0.01% +780.0 +11.1% $92.30 +11.5%
363 WTFC WINTRUST FINL CORP Financial Services 5,130.0 $717K 0.01% -171.0 -3.2% $139.82 +7.1%
364 NEW GOLD INC CDA 82,234.0 $716K 0.01% +4K +5.2% $8.71
365 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,800.0 $716K 0.01% +999.0 +3.5% $24.02 +41.4%
366 CB CHUBB LIMITED Financial Services 2,294.0 $716K 0.01% -186.0 -7.5% $311.99 +5.9%
367 FIS FIDELITY NATL INFORMATION SV Technology 10,763.0 $715K 0.01% -732.0 -6.4% $66.46 -34.4%
368 AJG GALLAGHER ARTHUR J & CO Financial Services 2,741.0 $709K 0.01% -319.0 -10.4% $258.80 -19.9%
369 EQIX EQUINIX INC Real Estate 919.0 $704K 0.01% -47.0 -4.9% $765.90 +40.8%
370 AMGN AMGEN INC Healthcare 2,144.0 $702K 0.01% -321.0 -13.0% $327.35 +3.1%
371 CVS CVS HEALTH CORP Healthcare 8,802.0 $699K 0.01% -904.0 -9.3% $79.36 +17.6%
372 CGDV CAPITAL GROUP DIVIDEND VALUE 15,972.0 $697K 0.01% +15K +1220.0% $43.64 +9.7%
373 BHP BHP GROUP LTD Basic Materials 11,523.0 $696K 0.01% -1K -9.4% $60.37 +40.7%
374 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,193.0 $693K 0.01% -206.0 -14.7% $580.71 -25.4%
375 KB KB FINL GROUP INC Financial Services 8,049.0 $693K 0.01% -477.0 -5.6% $86.04 +22.0%
376 FORTINET INC 8,719.0 $692K 0.01% +1K +15.1% $79.41
377 DHI D R HORTON INC Consumer Cyclical 4,752.0 $684K 0.01% +25.0 +0.5% $144.02 +0.1%
378 CHE CHEMED CORP NEW Healthcare 1,594.0 $682K 0.01% -103.0 -6.1% $427.86 +3.2%
379 TOTALENERGIES SE 10,408.0 $681K 0.01% NEW $65.42
380 CME CME GROUP INC Financial Services 2,493.0 $681K 0.01% +130.0 +5.5% $273.03 +6.0%
Page 19 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%