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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 55 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HSY HERSHEY CO Consumer Defensive 529.0 $96K 0.00% -139.0 -20.8% $182.12 +8.6%
1082 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 2,224.0 $96K 0.00% +453.0 +25.6% $43.29 +56.3%
1083 JCE NUVEEN CORE EQUITY ALPHA FD Financial Services 6,040.0 $96K 0.00% NEW $15.94 +3.3%
1084 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,061.0 $96K 0.00% +9.0 +0.9% $90.68 +4.4%
1085 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,426.0 $96K 0.00% -45.0 -3.1% $67.39 +14.3%
1086 PIPER SANDLER COMPANIES 281.0 $95K 0.00% -12.0 -4.1% $339.71
1087 JOYY JOYY INC Communication Services 1,473.0 $95K 0.00% +133.0 +9.9% $64.76 +1.1%
1088 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,000.0 $95K 0.00% $9.53 -0.9%
1089 CENTRAIS ELET BRAS SA 10,372.0 $95K 0.00% -616.0 -5.6% $9.16
1090 SCHM SCHWAB STRATEGIC TR 3,155.0 $95K 0.00% $30.07 +16.9%
1091 PRGO PERRIGO CO PLC Healthcare 6,791.0 $95K 0.00% +2K +34.9% $13.92 -19.8%
1092 JKHY HENRY JACK & ASSOC INC Technology 517.0 $94K 0.00% +28.0 +5.7% $182.48 -25.3%
1093 FBNC FIRST BANCORP N C Financial Services 1,855.0 $94K 0.00% -331.0 -15.1% $50.79 +15.7%
1094 KBR KBR INC Industrials 2,340.0 $94K 0.00% -118.0 -4.8% $40.20 -17.9%
1095 IFS INTERCORP FINL SVCS INC Financial Services 2,218.0 $94K 0.00% NEW $42.36 +18.0%
1096 AXTA AXALTA COATING SYS LTD Basic Materials 2,903.0 $94K 0.00% -6K -66.5% $32.31 -6.1%
1097 HSIC HENRY SCHEIN INC Healthcare 1,238.0 $94K 0.00% -155.0 -11.1% $75.58 +0.1%
1098 CPRT COPART INC Industrials 2,389.0 $94K 0.00% +305.0 +14.6% $39.15 -16.1%
1099 SEIC SEI INVTS CO Financial Services 1,137.0 $93K 0.00% -15.0 -1.3% $82.02 +9.3%
1100 INDY ISHARES TR 1,885.0 $93K 0.00% +2K +1863.5% $49.29 -13.5%
Page 55 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%