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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 4 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY SPDR S&P 500 ETF TR Financial Services 15,159.0 $10.3M 0.12% $681.94 +8.9%
62 PG PROCTER AND GAMBLE CO Consumer Defensive 69,850.0 $10.0M 0.11% -4K -5.6% $143.31 -0.6%
63 META META PLATFORMS INC Communication Services 14,712.0 $9.7M 0.11% +258.0 +1.8% $660.12 -8.0%
64 HD HOME DEPOT INC Consumer Cyclical 27,488.0 $9.5M 0.11% -611.0 -2.2% $344.11 -8.8%
65 VTI VANGUARD INDEX FDS 26,443.0 $8.9M 0.10% +966.0 +3.8% $335.27 +8.9%
66 VOOV VANGUARD ADMIRAL FDS INC 42,815.0 $8.8M 0.10% -7K -13.8% $204.85 +6.6%
67 SYNOVUS FINL CORP 169,851.0 $8.5M 0.10% -4K -2.3% $50.05
68 VTV VANGUARD INDEX FDS 43,774.0 $8.4M 0.09% -920.0 -2.1% $190.99 +9.4%
69 TLH ISHARES TR 81,351.0 $8.3M 0.09% -11K -11.6% $101.67 -3.3%
70 WMT WALMART INC Consumer Defensive 72,547.0 $8.1M 0.09% -414.0 -0.6% $111.41 +17.4%
71 EMXC ISHARES INC 109,317.0 $7.9M 0.09% +1K +1.1% $72.68 +31.5%
72 SO SOUTHERN CO Utilities 87,568.0 $7.6M 0.09% -2K -2.2% $87.20 +7.4%
73 BAI BLACKROCK ETF TRUST 225,884.0 $7.5M 0.09% -6K -2.7% $33.30 +42.6%
74 THRO BLACKROCK ETF TRUST 188,483.0 $7.3M 0.08% -13K -6.6% $38.56 +10.3%
75 CBRE CBRE GROUP INC Real Estate 44,087.0 $7.1M 0.08% -2K -4.0% $160.79 -18.5%
76 ACWX ISHARES TR 99,551.0 $6.7M 0.08% -3K -3.1% $67.13 +12.2%
77 QQQ INVESCO QQQ TR Financial Services 10,728.0 $6.6M 0.07% $614.33 +16.3%
78 TSLA TESLA INC Consumer Cyclical 14,374.0 $6.5M 0.07% -166.0 -1.1% $449.71 -7.2%
79 COST COSTCO WHSL CORP NEW Consumer Defensive 7,287.0 $6.3M 0.07% $862.38 +21.8%
80 CVX CHEVRON CORP NEW Energy 40,962.0 $6.2M 0.07% -2K -3.9% $152.41 +25.3%
Page 4 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%