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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 40 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 20,410.0 $197K 0.00% -584.0 -2.8% $9.65 +40.7%
782 LKQ LKQ CORP Consumer Cyclical 6,494.0 $196K 0.00% -315.0 -4.6% $30.20 -10.8%
783 LPL LG DISPLAY CO LTD Technology 46,548.0 $196K 0.00% +2K +4.8% $4.21 +25.8%
784 ARCC ARES CAPITAL CORP Financial Services 9,672.0 $196K 0.00% +8K +460.4% $20.23 -6.7%
785 VNT VONTIER CORPORATION Technology 5,254.0 $195K 0.00% -448.0 -7.9% $37.18 -21.6%
786 SILA SILA REALTY TRUST INC Real Estate 8,371.0 $195K 0.00% $23.31 +29.7%
787 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,059.0 $195K 0.00% -122.0 -3.8% $63.68 +6.8%
788 NI NISOURCE INC Utilities 4,660.0 $195K 0.00% +501.0 +12.1% $41.76 +14.7%
789 INNOVATOR ETFS TRUST 6,682.0 $194K 0.00% $29.05
790 MSM MSC INDL DIRECT INC Industrials 2,299.0 $193K 0.00% +41.0 +1.8% $84.10 +28.4%
791 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 12,355.0 $193K 0.00% -2K -11.6% $15.59 +2.1%
792 LOGI LOGITECH INTL S A Technology 1,915.0 $192K 0.00% -491.0 -20.4% $100.22 +11.0%
793 USFR WISDOMTREE TR 3,802.0 $191K 0.00% $50.32 -0.0%
794 FTCS FIRST TR EXCHANGE-TRADED FD 2,067.0 $191K 0.00% -34.0 -1.6% $92.51 +1.8%
795 IEI ISHARES TR 1,601.0 $191K 0.00% +1K +321.3% $119.35 -1.7%
796 AVTR AVANTOR INC Healthcare 16,671.0 $191K 0.00% -9K -33.9% $11.46 -29.4%
797 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 4,908.0 $190K 0.00% +2K +58.6% $38.73 -12.3%
798 EWY ISHARES INC 1,954.0 $190K 0.00% -31.0 -1.6% $97.22 +104.1%
799 ROP ROPER TECHNOLOGIES INC Industrials 426.0 $190K 0.00% +129.0 +43.4% $445.37 -27.9%
800 MWA MUELLER WTR PRODS INC Industrials 7,945.0 $189K 0.00% -2K -18.9% $23.82 +7.7%
Page 40 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%