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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 49 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 TER TERADYNE INC Technology 640.0 $124K 0.00% -246.0 -27.8% $193.56 +94.2%
962 NSP INSPERITY INC Industrials 3,196.0 $124K 0.00% -2K -36.6% $38.72 -15.0%
963 LPX LOUISIANA PAC CORP Basic Materials 1,531.0 $124K 0.00% $80.76 -6.8%
964 BCO BRINKS CO Industrials 1,057.0 $123K 0.00% -1K -51.3% $116.73 -9.0%
965 LPLA LPL FINL HLDGS INC Financial Services 344.0 $123K 0.00% +74.0 +27.4% $357.17 -24.0%
966 VIV TELEFONICA BRASIL SA Communication Services 10,305.0 $122K 0.00% -959.0 -8.5% $11.86 +13.1%
967 WINA WINMARK CORP Consumer Cyclical 300.0 $121K 0.00% $404.94 -5.2%
968 IQVIA HLDGS INC 537.0 $121K 0.00% +105.0 +24.3% $225.41
969 BNDX VANGUARD CHARLOTTE FDS 2,485.0 $120K 0.00% -3K -50.4% $48.31 -0.2%
970 CSR CENTERSPACE Real Estate 1,798.0 $120K 0.00% $66.72 +1.5%
971 CDW CDW CORP Technology 872.0 $119K 0.00% -60.0 -6.4% $136.23 -16.2%
972 SMH VANECK ETF TRUST 330.0 $119K 0.00% -57.0 -14.7% $359.91 +65.5%
973 FMS FRESENIUS MEDICAL CARE AG Healthcare 4,976.0 $119K 0.00% -644.0 -11.5% $23.82 -9.5%
974 BUFR FIRST TR EXCHNG TRADED FD VI 3,439.0 $118K 0.00% NEW $34.26 +6.1%
975 BXMT BLACKSTONE MTG TR INC Real Estate 6,150.0 $118K 0.00% NEW $19.13 -2.9%
976 NMR NOMURA HLDGS INC Financial Services 14,007.0 $118K 0.00% -3K -17.6% $8.39 -5.2%
977 WAB WABTEC Industrials 549.0 $117K 0.00% +55.0 +11.1% $213.38 +22.2%
978 FULT FULTON FINL CORP PA Financial Services 6,028.0 $117K 0.00% -310.0 -4.9% $19.33 +11.7%
979 PGX INVESCO EXCH TRADED FD TR II 10,339.0 $116K 0.00% +6K +146.8% $11.24 -2.0%
980 TIP ISHARES TR 1,057.0 $116K 0.00% -286.0 -21.3% $109.91 +0.9%
Page 49 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%