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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 34 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 OPCH OPTION CARE HEALTH INC Healthcare 9,187.0 $293K 0.00% +679.0 +8.0% $31.86 -34.3%
662 IWX ISHARES TR 3,166.0 $291K 0.00% +789.0 +33.2% $91.86 +12.2%
663 EHC ENCOMPASS HEALTH CORP Healthcare 2,733.0 $290K 0.00% -363.0 -11.7% $106.15 -1.1%
664 XAR SPDR SERIES TRUST 1,198.0 $289K 0.00% -291.0 -19.5% $241.26 +12.4%
665 XLI SELECT SECTOR SPDR TR 1,863.0 $289K 0.00% +138.0 +8.0% $155.13 +10.7%
666 IJJ ISHARES TR 2,192.0 $288K 0.00% +1K +93.3% $131.59 +7.1%
667 FBK FB FINL CORP Financial Services 5,168.0 $288K 0.00% $55.80 -5.6%
668 MGA MAGNA INTL INC Consumer Cyclical 5,390.0 $287K 0.00% -614.0 -10.2% $53.30 +21.2%
669 MEDP MEDPACE HLDGS INC Healthcare 511.0 $287K 0.00% $561.65 -22.9%
670 SANM SANMINA CORPORATION Technology 1,906.0 $286K 0.00% -49.0 -2.5% $150.07 +64.2%
671 SIL GLOBAL X FDS 3,419.0 $286K 0.00% -40.0 -1.2% $83.51 +5.5%
672 SCHD SCHWAB STRATEGIC TR 10,345.0 $284K 0.00% -1K -10.1% $27.43 +19.7%
673 SAIL SAILPOINT INC Technology 13,987.0 $283K 0.00% -3K -17.2% $20.23 -22.1%
674 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,671.0 $281K 0.00% +499.0 +15.7% $76.67 +13.2%
675 BBD BANCO BRADESCO S A Financial Services 84,439.0 $281K 0.00% -6K -6.9% $3.33 +4.2%
676 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,259.0 $281K 0.00% -27.0 -2.1% $223.20 -32.6%
677 EXC EXELON CORP Utilities 6,429.0 $280K 0.00% -311.0 -4.6% $43.59 +6.1%
678 MKL MARKEL GROUP INC Financial Services 130.0 $279K 0.00% -7.0 -5.1% $2149.65 -13.6%
679 HOOD ROBINHOOD MKTS INC Financial Services 2,467.0 $279K 0.00% +281.0 +12.8% $113.10 -34.9%
680 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,447.0 $277K 0.00% -101.0 -6.5% $191.10 -17.6%
Page 34 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%