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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 42 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,198.0 $180K 0.00% -553.0 -20.1% $82.03 -21.1%
822 IDA IDACORP INC Utilities 1,423.0 $180K 0.00% $126.58 +12.1%
823 WDS WOODSIDE ENERGY GROUP LTD Energy 11,517.0 $180K 0.00% -2K -15.5% $15.59 +41.1%
824 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3,577.0 $179K 0.00% +355.0 +11.0% $50.01 -40.5%
825 PYPL PAYPAL HLDGS INC Financial Services 3,064.0 $179K 0.00% -356.0 -10.4% $58.38 -24.6%
826 PZZA PAPA JOHNS INTL INC Consumer Cyclical 4,647.0 $179K 0.00% -529.0 -10.2% $38.49 -14.3%
827 EA ELECTRONIC ARTS INC Communication Services 875.0 $179K 0.00% -151.0 -14.7% $204.34 -1.8%
828 SCHA SCHWAB STRATEGIC TR 6,277.0 $179K 0.00% -843.0 -11.8% $28.48 +18.8%
829 VRT VERTIV HOLDINGS CO Industrials 1,091.0 $177K 0.00% -130.0 -10.7% $162.04 +104.0%
830 DDS DILLARDS INC Consumer Cyclical 291.0 $176K 0.00% -9.0 -3.0% $606.34 -6.0%
831 KELYA KELLY SVCS INC Industrials 20,000.0 $176K 0.00% $8.80 +21.7%
832 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 7,221.0 $176K 0.00% +250.0 +3.6% $24.37 -30.7%
833 INDIVIOR PLC 4,859.0 $176K 0.00% +733.0 +17.8% $36.16
834 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,891.0 $175K 0.00% -213.0 -10.1% $92.68 +206.0%
835 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,099.0 $175K 0.00% -2K -16.9% $17.35 -7.8%
836 STLA STELLANTIS N.V Consumer Cyclical 16,079.0 $175K 0.00% -3K -16.5% $10.89 -27.9%
837 EXLS EXLSERVICE HOLDINGS INC Technology 4,125.0 $175K 0.00% -55.0 -1.3% $42.44 -31.6%
838 LNG CHENIERE ENERGY INC Energy 900.0 $175K 0.00% -363.0 -28.7% $194.39 +21.8%
839 VFH VANGUARD WORLD FD 1,293.0 $173K 0.00% $133.52 -4.7%
840 TKR TIMKEN CO Industrials 2,052.0 $173K 0.00% -517.0 -20.1% $84.13 +48.3%
Page 42 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%