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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 52 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VNET VNET GROUP INC Technology 12,859.0 $109K 0.00% +12K +3310.9% $8.46 +26.6%
1022 SPSB SPDR SERIES TRUST 3,600.0 $109K 0.00% $30.20 -0.6%
1023 AIN ALBANY INTL CORP Consumer Cyclical 2,139.0 $108K 0.00% -1K -37.7% $50.69 +25.7%
1024 VIGI VANGUARD WHITEHALL FDS 1,182.0 $108K 0.00% NEW $91.44 +2.5%
1025 GDDY GODADDY INC Technology 870.0 $108K 0.00% +31.0 +3.7% $124.08 -29.6%
1026 ICUI ICU MED INC Healthcare 755.0 $108K 0.00% -36.0 -4.5% $142.67 -3.0%
1027 VLYPN VALLEY NATL BANCORP Financial Services 9,222.0 $108K 0.00% -410.0 -4.3% $11.68 +122.1%
1028 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 3,254.0 $107K 0.00% +3K +686.0% $33.02 +2.0%
1029 EXPD EXPEDITORS INTL WASH INC Industrials 721.0 $107K 0.00% +16.0 +2.3% $149.01 +8.4%
1030 CHRW C H ROBINSON WORLDWIDE INC Industrials 667.0 $107K 0.00% -4.0 -0.6% $160.76 +9.8%
1031 INSTALLED BLDG PRODS INC 412.0 $107K 0.00% -210.0 -33.8% $259.39
1032 NUVEEN DOW 30 DYNMC OVERWRT 7,000.0 $107K 0.00% NEW $15.26
1033 SBLK STAR BULK CARRIERS CORP. Industrials 5,557.0 $107K 0.00% +2K +68.4% $19.22 +42.2%
1034 WSO WATSCO INC Industrials 315.0 $106K 0.00% -235.0 -42.7% $336.95 +13.1%
1035 BURL BURLINGTON STORES INC Consumer Cyclical 366.0 $106K 0.00% -32.0 -8.0% $288.85 +12.9%
1036 IGRO ISHARES TR 1,275.0 $106K 0.00% NEW $82.77 +7.1%
1037 PHG KONINKLIJKE PHILIPS N V Healthcare 3,883.0 $105K 0.00% -397.0 -9.3% $27.08 -1.8%
1038 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,246.0 $105K 0.00% -4K -76.6% $84.36 -4.0%
1039 IDXX IDEXX LABS INC Healthcare 155.0 $105K 0.00% -19.0 -10.9% $676.53 -18.6%
1040 UGP ULTRAPAR PARTICIPACOES SA Energy 27,693.0 $104K 0.00% -6K -16.9% $3.77 +44.0%
Page 52 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%