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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 26 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MCO MOODYS CORP Financial Services 934.0 $477K 0.01% -657.0 -41.3% $510.85 -12.8%
502 TRGP TARGA RES CORP Energy 2,580.0 $476K 0.01% +163.0 +6.7% $184.49 +46.7%
503 DDOG DATADOG INC Technology 3,499.0 $476K 0.01% -124.0 -3.4% $135.99 +60.3%
504 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 5,793.0 $476K 0.01% -1K -18.3% $82.12 -47.6%
505 IWB ISHARES TR 1,264.0 $472K 0.01% -56.0 -4.2% $373.48 +8.4%
506 ANET ARISTA NETWORKS INC Technology 3,568.0 $468K 0.01% +630.0 +21.4% $131.03 +13.4%
507 PTC PTC INC Technology 2,679.0 $467K 0.01% -2K -45.4% $174.21 -15.1%
508 VTR VENTAS INC Real Estate 6,022.0 $466K 0.01% +437.0 +7.8% $77.38 +14.5%
509 EMBJ EMBRAER S.A. Industrials 7,167.0 $461K 0.01% -918.0 -11.3% $64.37 -12.2%
510 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 2,382.0 $461K 0.01% -746.0 -23.9% $193.43 +7.4%
511 AKAM AKAMAI TECHNOLOGIES INC Technology 5,276.0 $460K 0.01% -306.0 -5.5% $87.24 +67.6%
512 NTES NETEASE INC Technology 3,341.0 $460K 0.01% -233.0 -6.5% $137.62 -16.9%
513 ABEV AMBEV SA Consumer Defensive 185,808.0 $459K 0.01% -11K -5.7% $2.47 +32.4%
514 NIQ GLOBAL INTELLIGENCE PLC 27,786.0 $458K 0.01% NEW $16.49
515 IDCC INTERDIGITAL INC Technology 1,437.0 $458K 0.01% +50.0 +3.6% $318.38 -16.1%
516 ELPC COMPANHIA PARANAENSE DE ENER Utilities 48,055.0 $457K 0.01% +46K +2635.1% $9.51 +24.9%
517 ATRC ATRICURE INC Healthcare 11,475.0 $454K 0.01% -495.0 -4.1% $39.56 -27.1%
518 ARW ARROW ELECTRS INC Technology 4,120.0 $454K 0.01% -339.0 -7.6% $110.18 +93.2%
519 RDY DR REDDYS LABS LTD Healthcare 32,279.0 $453K 0.01% -587.0 -1.8% $14.04 -2.9%
520 ROST ROSS STORES INC Consumer Cyclical 2,487.0 $448K 0.01% -179.0 -6.7% $180.17 +18.0%
Page 26 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%