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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 37 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 EMN EASTMAN CHEM CO Basic Materials 3,664.0 $234K 0.00% -2K -35.5% $63.83 +16.1%
722 WY WEYERHAEUSER CO MTN BE Real Estate 9,812.0 $232K 0.00% -105.0 -1.1% $23.69 -0.1%
723 FREL FIDELITY COVINGTON TRUST 8,619.0 $232K 0.00% -149.0 -1.7% $26.89 +9.3%
724 BSX BOSTON SCIENTIFIC CORP Healthcare 2,413.0 $230K 0.00% -233.0 -8.8% $95.35 -39.4%
725 BDC BELDEN INC Technology 1,974.0 $230K 0.00% -64.0 -3.1% $116.55 -9.0%
726 NEAR ISHARES U S ETF TR 4,488.0 $229K 0.00% NEW $51.10 -0.9%
727 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 8,229.0 $229K 0.00% +118.0 +1.4% $27.83 +20.2%
728 DEO DIAGEO PLC Consumer Defensive 2,654.0 $229K 0.00% -2K -36.5% $86.27 -0.2%
729 MET METLIFE INC Financial Services 2,898.0 $229K 0.00% -687.0 -19.2% $78.94 +6.5%
730 IJK ISHARES TR 2,357.0 $228K 0.00% +1K +150.7% $96.88 +15.4%
731 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 706.0 $228K 0.00% -57.0 -7.5% $323.40 -6.7%
732 DFAR DIMENSIONAL ETF TRUST 9,968.0 $228K 0.00% -121.0 -1.2% $22.90 +14.1%
733 SLB SLB LIMITED Energy 5,929.0 $228K 0.00% -2K -27.3% $38.38 +49.2%
734 GM GENERAL MTRS CO Consumer Cyclical 2,795.0 $227K 0.00% -489.0 -14.9% $81.33 -3.1%
735 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 41,364.0 $226K 0.00% +17K +73.1% $5.47 +6.6%
736 ACMR ACM RESH INC Technology 5,734.0 $226K 0.00% -263.0 -4.4% $39.45 +85.9%
737 GTX GARRETT MOTION INC Consumer Cyclical 12,969.0 $226K 0.00% +7K +109.5% $17.43 +91.0%
738 DINO HF SINCLAIR CORP Energy 4,881.0 $225K 0.00% -780.0 -13.8% $46.08 +51.7%
739 RL RALPH LAUREN CORP Consumer Cyclical 636.0 $225K 0.00% +55.0 +9.5% $353.61 +6.8%
740 WDC WESTERN DIGITAL CORP Technology 1,305.0 $225K 0.00% +442.0 +51.2% $172.27 +181.1%
Page 37 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%