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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 5 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 21,064.0 $6.2M 0.07% -963.0 -4.4% $296.21 -14.6%
82 HON HONEYWELL INTL INC Industrials 31,533.0 $6.2M 0.07% -651.0 -2.0% $195.09 +14.7%
83 PPTY ETF SER SOLUTIONS 203,662.0 $6.1M 0.07% -85K -29.4% $30.11 +8.7%
84 BND VANGUARD BD INDEX FDS 81,955.0 $6.1M 0.07% +11K +15.0% $74.07 -1.5%
85 ORCL ORACLE CORP Technology 30,497.0 $5.9M 0.07% $194.91 -2.6%
86 PEP PEPSICO INC Consumer Defensive 41,172.0 $5.9M 0.07% -2K -4.9% $143.52 +3.7%
87 BCI ABRDN ETFS 293,685.0 $5.7M 0.07% +20K +7.4% $19.53 +28.4%
88 IEFA ISHARES TR 63,327.0 $5.7M 0.06% +35K +121.2% $89.46 +8.8%
89 GIS GENERAL MLS INC Consumer Defensive 121,084.0 $5.6M 0.06% $46.50 -28.0%
90 TCBX THIRD COAST BANCSHARES INC Financial Services 147,082.0 $5.6M 0.06% $38.01 -0.6%
91 J P MORGAN EXCHANGE TRADED F 87,253.0 $5.5M 0.06% -9K -9.5% $63.18
92 MMM 3M CO Industrials 34,339.0 $5.5M 0.06% +331.0 +1.0% $160.10 -5.3%
93 VGLT VANGUARD SCOTTSDALE FDS 98,261.0 $5.5M 0.06% +5K +5.2% $55.80 -3.4%
94 ACN ACCENTURE PLC IRELAND Technology 20,135.0 $5.4M 0.06% -1K -6.0% $268.29 -33.7%
95 DFLV DIMENSIONAL ETF TRUST 154,185.0 $5.3M 0.06% $34.21 +12.5%
96 BINC BLACKROCK ETF TRUST II 98,301.0 $5.2M 0.06% -10K -9.6% $52.77 -1.1%
97 MRK MERCK & CO INC Healthcare 48,619.0 $5.1M 0.06% -1K -2.7% $105.26 +10.1%
98 HILLENBRAND INC 160,517.0 $5.1M 0.06% -6K -3.5% $31.72
99 CHD CHURCH & DWIGHT CO INC Consumer Defensive 60,340.0 $5.1M 0.06% -10K -13.7% $83.85 +14.1%
100 VCSH VANGUARD SCOTTSDALE FDS 61,305.0 $4.9M 0.06% +967.0 +1.6% $79.73 -1.0%
Page 5 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%