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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 30 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ON ON SEMICONDUCTOR CORP Technology 6,946.0 $376K 0.00% -104.0 -1.5% $54.15 +114.6%
582 DOC HEALTHPEAK PROPERTIES INC Real Estate 23,105.0 $372K 0.00% +2K +9.4% $16.08 +22.7%
583 ZION ZIONS BANCORPORATION N A Financial Services 6,308.0 $369K 0.00% +741.0 +13.3% $58.54 +6.1%
584 AVUV AMERICAN CENTY ETF TR 3,618.0 $369K 0.00% $101.99 +17.7%
585 FEDERATED HERMES INC 7,052.0 $367K 0.00% -404.0 -5.4% $52.07
586 ANGLOGOLD ASHANTI PLC 4,293.0 $366K 0.00% -163.0 -3.7% $85.28
587 MUSA MURPHY USA INC Consumer Cyclical 905.0 $365K 0.00% -76.0 -7.8% $403.52 +34.5%
588 ED CONSOLIDATED EDISON INC Utilities 3,659.0 $363K 0.00% -146.0 -3.8% $99.32 +9.3%
589 MPC MARATHON PETE CORP Energy 2,229.0 $362K 0.00% -1K -36.9% $162.63 +56.6%
590 AON AON PLC Financial Services 1,027.0 $362K 0.00% -297.0 -22.4% $352.76 -7.9%
591 GMAB GENMAB A/S Healthcare 11,739.0 $362K 0.00% -544.0 -4.4% $30.80 -12.8%
592 DFAU DIMENSIONAL ETF TRUST 7,711.0 $361K 0.00% $46.80 +9.5%
593 CBT CABOT CORP Basic Materials 5,438.0 $360K 0.00% -883.0 -14.0% $66.27 +25.9%
594 DIA SPDR DOW JONES INDL AVERAGE Financial Services 748.0 $359K 0.00% -40.0 -5.1% $480.61 +5.3%
595 SF STIFEL FINL CORP Financial Services 2,869.0 $359K 0.00% -26.0 -0.9% $125.22 -42.0%
596 AIZ ASSURANT INC Financial Services 1,485.0 $358K 0.00% +40.0 +2.8% $240.85 +5.8%
597 EQNR EQUINOR ASA Energy 15,135.0 $358K 0.00% -178.0 -1.2% $23.63 +64.2%
598 BBB FOODS INC 10,646.0 $355K 0.00% -524.0 -4.7% $33.39
599 NOK NOKIA CORP Technology 54,905.0 $355K 0.00% -8K -12.9% $6.47 +139.1%
600 AXON AXON ENTERPRISE INC Industrials 623.0 $354K 0.00% -22.0 -3.4% $567.93 -32.0%
Page 30 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%