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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 36 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BKR BAKER HUGHES COMPANY Energy 5,688.0 $259K 0.00% -155.0 -2.6% $45.54 +45.1%
702 GSK GSK PLC Healthcare 5,274.0 $259K 0.00% +2K +41.0% $49.04 +4.8%
703 SPYG SPDR SERIES TRUST 2,423.0 $259K 0.00% -83.0 -3.3% $106.70 +10.9%
704 MLPA GLOBAL X FDS 5,261.0 $255K 0.00% +5K +1479.9% $48.41 +15.1%
705 DG DOLLAR GEN CORP NEW Consumer Defensive 1,917.0 $255K 0.00% -37.0 -1.9% $132.77 -20.4%
706 THG HANOVER INS GROUP INC Financial Services 1,390.0 $254K 0.00% -28.0 -2.0% $182.77 +6.8%
707 CBOE CBOE GLOBAL MKTS INC Financial Services 1,007.0 $253K 0.00% +60.0 +6.3% $251.00 +42.4%
708 G GENPACT LIMITED Technology 5,389.0 $252K 0.00% +934.0 +21.0% $46.78 -31.8%
709 GRUPO CIBEST SA 3,961.0 $252K 0.00% +840.0 +26.9% $63.61
710 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,501.0 $252K 0.00% -261.0 -9.4% $100.66 -0.6%
711 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,230.0 $250K 0.00% -73.0 -5.6% $203.05 -7.1%
712 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 892.0 $249K 0.00% +189.0 +26.9% $278.92 -8.2%
713 KKR KKR & CO INC Financial Services 1,947.0 $248K 0.00% +1K +159.9% $127.48 -26.2%
714 DCI DONALDSON INC Industrials 2,792.0 $248K 0.00% -367.0 -11.6% $88.66 -5.6%
715 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,752.0 $247K 0.00% -179.0 -9.3% $140.83 +8.7%
716 PNNT PENNANTPARK INVT CORP Financial Services 41,006.0 $244K 0.00% NEW $5.96 -36.2%
717 SPG SIMON PPTY GROUP INC NEW Real Estate 1,319.0 $244K 0.00% -125.0 -8.7% $185.07 +10.4%
718 UNM UNUM GROUP Financial Services 3,130.0 $243K 0.00% -86.0 -2.7% $77.51 +9.0%
719 PRU PRUDENTIAL FINL INC Financial Services 2,149.0 $243K 0.00% +353.0 +19.6% $112.86 -7.7%
720 AZO AUTOZONE INC Consumer Cyclical 69.0 $235K 0.00% -20.0 -22.5% $3407.87 -0.0%
Page 36 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%