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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 48 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 DOX AMDOCS LTD Technology 1,623.0 $131K 0.00% -86.0 -5.0% $80.51 -24.0%
942 PPLT ABRDN PLATINUM ETF TRUST Financial Services 700.0 $131K 0.00% -5.0 -0.7% $186.43 -90.6%
943 APTIV PLC 1,713.0 $130K 0.00% -409.0 -19.3% $76.09
944 IHI ISHARES TR 2,084.0 $130K 0.00% -31.0 -1.5% $62.15 -20.9%
945 XRAY DENTSPLY SIRONA INC Healthcare 11,329.0 $129K 0.00% -3K -23.4% $11.43 -13.6%
946 TIMB TIM S A Communication Services 6,646.0 $129K 0.00% -555.0 -7.7% $19.45 +14.6%
947 SU SUNCOR ENERGY INC NEW Energy 2,897.0 $129K 0.00% -912.0 -23.9% $44.36 +44.7%
948 NYT NEW YORK TIMES CO Communication Services 1,840.0 $128K 0.00% -192.0 -9.4% $69.42 +8.2%
949 PUK PRUDENTIAL PLC Financial Services 4,086.0 $127K 0.00% +143.0 +3.6% $31.12 -3.2%
950 OTIS OTIS WORLDWIDE CORP Industrials 1,455.0 $127K 0.00% -250.0 -14.7% $87.35 -17.7%
951 SMMU PIMCO ETF TR 2,511.0 $127K 0.00% NEW $50.43 -0.0%
952 LEIDOS HOLDINGS INC 701.0 $126K 0.00% -115.0 -14.1% $180.40
953 TFLO ISHARES TR 2,500.0 $126K 0.00% NEW $50.46 +0.3%
954 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 792.0 $125K 0.00% +7.0 +0.9% $158.29 +6.0%
955 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,308.0 $125K 0.00% +86.0 +7.0% $95.41 +2.7%
956 PSTG PURE STORAGE INC Technology 1,860.0 $125K 0.00% +52.0 +2.9% $67.01 +28.7%
957 JAMES HARDIE INDS PLC 6,006.0 $125K 0.00% -4K -41.2% $20.75
958 FOX FOX CORP Communication Services 1,916.0 $124K 0.00% -93.0 -4.6% $64.93 -8.8%
959 COOPER COS INC 1,515.0 $124K 0.00% +185.0 +13.9% $81.96
960 KMPR KEMPER CORP Financial Services 3,060.0 $124K 0.00% -487.0 -13.7% $40.54 -34.8%
Page 48 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%