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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 33 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CASY CASEYS GEN STORES INC Consumer Cyclical 559.0 $309K 0.00% +10.0 +1.8% $552.71 +49.3%
642 FAST FASTENAL CO Industrials 7,691.0 $309K 0.00% -701.0 -8.3% $40.13 +9.5%
643 KEY KEYCORP Financial Services 14,780.0 $305K 0.00% -6K -28.1% $20.64 +4.5%
644 ISTB ISHARES TR 6,253.0 $305K 0.00% -608.0 -8.9% $48.75 -1.1%
645 W WAYFAIR INC Consumer Cyclical 3,035.0 $305K 0.00% $100.41 -33.2%
646 MTCH MATCH GROUP INC NEW Communication Services 9,423.0 $304K 0.00% -222.0 -2.3% $32.29 +10.9%
647 AMP AMERIPRISE FINL INC Financial Services 617.0 $303K 0.00% -222.0 -26.5% $490.34 -7.8%
648 XLU SELECT SECTOR SPDR TR 7,030.0 $300K 0.00% +4K +104.1% $42.69 +6.2%
649 DB DEUTSCHE BANK A G Financial Services 7,772.0 $300K 0.00% +63.0 +0.8% $38.56 -15.9%
650 IWS ISHARES TR 2,122.0 $299K 0.00% +520.0 +32.5% $141.08 +12.4%
651 HRB BLOCK H & R INC Consumer Cyclical 6,856.0 $299K 0.00% -2K -18.8% $43.58 -10.8%
652 HUM HUMANA INC Healthcare 1,166.0 $299K 0.00% -52.0 -4.3% $256.13 +20.2%
653 VEU VANGUARD INTL EQUITY INDEX F 4,036.0 $297K 0.00% +1K +56.5% $73.56 +12.1%
654 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,828.0 $296K 0.00% -209.0 -10.3% $161.92 -5.5%
655 DHS WISDOMTREE TR 2,902.0 $295K 0.00% -107.0 -3.6% $101.82 +11.6%
656 DLR DIGITAL RLTY TR INC Real Estate 1,909.0 $295K 0.00% -370.0 -16.2% $154.71 +24.1%
657 EVR EVERCORE INC Financial Services 868.0 $295K 0.00% -29.0 -3.2% $340.25 +1.7%
658 DGX QUEST DIAGNOSTICS INC Healthcare 1,696.0 $294K 0.00% -15.0 -0.9% $173.53 +12.4%
659 BDX BECTON DICKINSON & CO Healthcare 1,512.0 $293K 0.00% -765.0 -33.6% $194.08 -23.9%
660 SE SEA LTD Consumer Cyclical 2,298.0 $293K 0.00% -519.0 -18.4% $127.57 -31.6%
Page 33 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%