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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 32 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SUB ISHARES TR 3,082.0 $329K 0.00% +43.0 +1.4% $106.70 -0.4%
622 FLEX FLEX LTD Technology 5,422.0 $328K 0.00% -807.0 -13.0% $60.42 +119.2%
623 IWY ISHARES TR 1,181.0 $327K 0.00% $276.94 +5.9%
624 DVN DEVON ENERGY CORP NEW Energy 8,922.0 $327K 0.00% -321.0 -3.5% $36.63 +28.9%
625 DT DYNATRACE INC Technology 7,537.0 $327K 0.00% -797.0 -9.6% $43.34 -4.9%
626 RF REGIONS FINANCIAL CORP NEW Financial Services 12,011.0 $326K 0.00% +758.0 +6.7% $27.10 +2.7%
627 VANGUARD MUN BD FDS 4,257.0 $325K 0.00% +45.0 +1.1% $76.45
628 LRN STRIDE INC Consumer Defensive 5,000.0 $325K 0.00% $64.93 +36.5%
629 DTE DTE ENERGY CO Utilities 2,516.0 $325K 0.00% -438.0 -14.8% $128.98 +12.7%
630 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 6,671.0 $324K 0.00% NEW $48.58 +68.3%
631 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 25,263.0 $322K 0.00% -2K -6.7% $12.76 -9.6%
632 PBR PETROLEO BRASILEIRO SA PETRO Energy 27,048.0 $321K 0.00% -6K -18.2% $11.85 +67.9%
633 AVDE AMERICAN CENTY ETF TR 3,890.0 $320K 0.00% $82.32 +10.3%
634 MFC MANULIFE FINL CORP Financial Services 8,742.0 $317K 0.00% -3K -25.9% $36.28 +6.2%
635 KT KT CORP Communication Services 16,623.0 $315K 0.00% -2K -11.5% $18.97 -3.4%
636 PAAA PGIM ETF TR 6,147.0 $315K 0.00% +229.0 +3.9% $51.26 +0.4%
637 WEX WEX INC Technology 2,115.0 $315K 0.00% -723.0 -25.5% $148.98 +1.1%
638 CX CEMEX SAB DE CV Basic Materials 27,347.0 $314K 0.00% -6K -18.6% $11.49 +9.3%
639 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,398.0 $310K 0.00% $91.21 +0.6%
640 NNI NELNET INC Financial Services 2,326.0 $309K 0.00% $132.96 -3.0%
Page 32 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%