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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 47 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VOE VANGUARD INDEX FDS 773.0 $137K 0.00% -96.0 -11.1% $177.37 +10.0%
922 AFG AMERICAN FINL GROUP INC OHIO Financial Services 1,003.0 $137K 0.00% +39.0 +4.0% $136.68 -2.5%
923 NUVEEN S&P 500 BUY-WRITE INC 9,321.0 $137K 0.00% NEW $14.70
924 ARMK ARAMARK Industrials 3,716.0 $137K 0.00% -72.0 -1.9% $36.86 +45.7%
925 EBAY EBAY INC. Consumer Cyclical 1,565.0 $136K 0.00% -310.0 -16.5% $87.11 +28.3%
926 EXPE EXPEDIA GROUP INC Consumer Cyclical 479.0 $136K 0.00% -266.0 -35.7% $283.59 -19.6%
927 DORM DORMAN PRODS INC Consumer Cyclical 1,102.0 $136K 0.00% -161.0 -12.8% $123.19 -0.3%
928 YELP YELP INC Communication Services 4,458.0 $135K 0.00% +617.0 +16.1% $30.39 -22.4%
929 RAMP LIVERAMP HLDGS INC Technology 4,610.0 $135K 0.00% +2K +64.5% $29.37 +28.5%
930 MKC MCCORMICK & CO INC Consumer Defensive 1,987.0 $135K 0.00% +211.0 +11.9% $68.11 -30.1%
931 VINFAST AUTO LTD 40,473.0 $135K 0.00% +12K +40.7% $3.34
932 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 8,510.0 $135K 0.00% NEW $15.85 +3.4%
933 YOU CLEAR SECURE INC Technology 3,814.0 $134K 0.00% +451.0 +13.4% $35.08 +62.4%
934 CLX CLOROX CO DEL Consumer Defensive 1,325.0 $134K 0.00% -8.0 -0.6% $100.85 -3.8%
935 PCAR PACCAR INC Industrials 1,219.0 $134K 0.00% -112.0 -8.4% $109.52 +2.7%
936 VESTA REAL ESTATE CORP 4,375.0 $133K 0.00% -674.0 -13.3% $30.49
937 SLF SUN LIFE FINANCIAL INC. Financial Services 2,136.0 $133K 0.00% $62.40 +16.2%
938 HSBC HSBC HLDGS PLC Financial Services 1,691.0 $133K 0.00% -449.0 -21.0% $78.67 +20.2%
939 SCHP SCHWAB STRATEGIC TR 5,017.0 $133K 0.00% +2K +61.6% $26.49 +1.0%
940 RMBS RAMBUS INC DEL Technology 1,437.0 $132K 0.00% +50.0 +3.6% $91.89 +60.4%
Page 47 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%