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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 44 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CNMD CONMED CORP Healthcare 3,847.0 $156K 0.00% -2K -38.6% $40.60 -12.0%
862 IESC IES HLDGS INC Industrials 400.0 $156K 0.00% +28.0 +7.5% $389.02 +78.9%
863 SYF SYNCHRONY FINANCIAL Financial Services 1,865.0 $156K 0.00% -734.0 -28.2% $83.43 -13.1%
864 KNTK KINETIK HOLDINGS INC Energy 4,300.0 $155K 0.00% +118.0 +2.8% $36.05 +35.8%
865 GRAB GRAB HOLDINGS LIMITED Technology 31,001.0 $155K 0.00% -3K -9.5% $4.99 -27.7%
866 FDX FEDEX CORP Industrials 535.0 $155K 0.00% -446.0 -45.5% $289.04 +38.2%
867 ABNB AIRBNB INC Consumer Cyclical 1,138.0 $154K 0.00% -156.0 -12.1% $135.72 -1.8%
868 APOS APOLLO GLOBAL MGMT INC Financial Services 1,066.0 $154K 0.00% -61.0 -5.4% $144.76 -81.9%
869 EES WISDOMTREE TR 2,708.0 $154K 0.00% $56.93 +12.9%
870 SPYV SPDR SERIES TRUST 2,706.0 $154K 0.00% -106.0 -3.8% $56.81 +7.4%
871 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,929.0 $154K 0.00% +209.0 +12.2% $79.67 +8.0%
872 XRPI VOLATILITY SHS TR 14,520.0 $153K 0.00% +3K +30.1% $10.57 -29.5%
873 ALLY ALLY FINL INC Financial Services 3,388.0 $153K 0.00% -184.0 -5.2% $45.29 -5.4%
874 JLL JONES LANG LASALLE INC Real Estate 455.0 $153K 0.00% -91.0 -16.7% $336.65 -14.1%
875 MELI MERCADOLIBRE INC Consumer Cyclical 76.0 $153K 0.00% -14.0 -15.6% $2014.26 -18.2%
876 MLM MARTIN MARIETTA MATLS INC Basic Materials 245.0 $152K 0.00% +19.0 +8.4% $621.79 -10.4%
877 FISV FISERV INC Technology 2,264.0 $152K 0.00% -961.0 -29.8% $67.17 -17.3%
878 CARG CARGURUS INC Consumer Cyclical 3,964.0 $152K 0.00% -412.0 -9.4% $38.35 -27.1%
879 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 384.0 $151K 0.00% -9.0 -2.3% $393.30 -16.4%
880 FCX FREEPORT-MCMORAN INC Basic Materials 2,969.0 $151K 0.00% +148.0 +5.2% $50.79 +25.8%
Page 44 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%