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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 57 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 KIDS ORTHOPEDIATRICS CORP Healthcare 5,000.0 $89K 0.00% $17.76 -1.2%
1122 INMU BLACKROCK ETF TRUST II 3,692.0 $89K 0.00% NEW $24.04 -0.0%
1123 EFX EQUIFAX INC Industrials 409.0 $89K 0.00% +167.0 +69.0% $216.98 -24.6%
1124 SR SPIRE INC Utilities 1,070.0 $88K 0.00% -94.0 -8.1% $82.70 +3.6%
1125 MSCI MSCI INC Financial Services 154.0 $88K 0.00% -1.0 -0.7% $573.73 +5.2%
1126 KTB KONTOOR BRANDS INC Consumer Cyclical 1,444.0 $88K 0.00% -162.0 -10.1% $61.09 +19.8%
1127 RKT ROCKET COS INC Financial Services 4,519.0 $87K 0.00% +4K +10000.0% $19.36 -26.3%
1128 CCI CROWN CASTLE INC Real Estate 979.0 $87K 0.00% -1K -52.8% $88.87 +2.3%
1129 LOPE GRAND CANYON ED INC Consumer Defensive 521.0 $87K 0.00% -53.0 -9.2% $166.31 -8.7%
1130 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 685.0 $86K 0.00% +235.0 +52.2% $125.87 -35.3%
1131 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,889.0 $86K 0.00% -401.0 -17.5% $45.57 +50.5%
1132 MTG MGIC INVT CORP WIS Financial Services 2,943.0 $86K 0.00% -1K -29.4% $29.22 -11.5%
1133 EMLP FIRST TR EXCHANGE-TRADED FD 2,260.0 $86K 0.00% $37.87 +15.6%
1134 MSTR STRATEGY INC Technology 563.0 $85K 0.00% +21.0 +3.9% $151.85 +1.5%
1135 CVLT COMMVAULT SYS INC Technology 681.0 $85K 0.00% -438.0 -39.1% $125.36 -14.5%
1136 PDBC INVESCO ACTVELY MNGD ETC FD 6,441.0 $85K 0.00% +164.0 +2.6% $13.25 +32.8%
1137 ALC ALCON AG Healthcare 1,082.0 $85K 0.00% -313.0 -22.4% $78.83 -15.8%
1138 YALA YALLA GROUP LTD Technology 12,251.0 $85K 0.00% +2K +19.0% $6.94 -12.5%
1139 MTZ MASTEC INC Industrials 391.0 $85K 0.00% $217.37 +78.3%
1140 KBH KB HOME Consumer Cyclical 1,498.0 $85K 0.00% $56.41 -11.9%
Page 57 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%