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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 31 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 RYANAIR HOLDINGS PLC 4,869.0 $351K 0.00% -174.0 -3.5% $72.19
602 VYM VANGUARD WHITEHALL FDS 2,447.0 $351K 0.00% -841.0 -25.6% $143.52 +10.6%
603 XLP SELECT SECTOR SPDR TR 4,521.0 $351K 0.00% +243.0 +5.7% $77.68 +9.2%
604 IOT SAMSARA INC Technology 9,905.0 $351K 0.00% +490.0 +5.2% $35.45 -12.1%
605 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,877.0 $348K 0.00% -454.0 -19.5% $185.56 -28.0%
606 PBT PERMIAN BASIN RTY TR Energy 20,420.0 $347K 0.00% -500.0 -2.4% $16.98 +82.6%
607 ING ING GROEP N.V. Financial Services 12,371.0 $346K 0.00% -1K -9.2% $28.00 +8.9%
608 CNC CENTENE CORP DEL Healthcare 8,389.0 $345K 0.00% -591.0 -6.6% $41.15 +43.7%
609 FANG DIAMONDBACK ENERGY INC Energy 2,296.0 $345K 0.00% -34.0 -1.5% $150.33 +33.5%
610 JEPQ J P MORGAN EXCHANGE TRADED F 5,938.0 $345K 0.00% +5K +743.5% $58.12 +3.6%
611 PRCT PROCEPT BIOROBOTICS CORP Healthcare 10,855.0 $341K 0.00% +3K +30.3% $31.46 -7.8%
612 CDP COPT DEFENSE PROPERTIES Real Estate 12,178.0 $339K 0.00% -2K -13.7% $27.80 +15.6%
613 AVDV AMERICAN CENTY ETF TR 3,585.0 $337K 0.00% -111.0 -3.0% $93.97 +15.2%
614 LTM LATAM AIRLINES GROUP SA Industrials 6,226.0 $336K 0.00% +219.0 +3.6% $54.01 -7.6%
615 KSA ISHARES TR 9,235.0 $336K 0.00% -9K -48.1% $36.41 +6.1%
616 DFEM DIMENSIONAL ETF TRUST 10,161.0 $336K 0.00% $33.08 +20.1%
617 CARR CARRIER GLOBAL CORPORATION Industrials 6,326.0 $334K 0.00% +3K +85.1% $52.84 +19.5%
618 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,026.0 $334K 0.00% -517.0 -11.4% $83.01 -36.5%
619 GNTX GENTEX CORP Consumer Cyclical 14,178.0 $330K 0.00% -2K -10.6% $23.27 +2.5%
620 VV VANGUARD INDEX FDS 1,046.0 $329K 0.00% +24.0 +2.4% $314.80 +9.0%
Page 31 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%