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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 59 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ACIW ACI WORLDWIDE INC Technology 1,687.0 $81K 0.00% +439.0 +35.2% $47.81 -11.5%
1162 ARKQ ARK ETF TR 703.0 $81K 0.00% -40.0 -5.4% $114.58 +22.1%
1163 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 893.0 $80K 0.00% -122.0 -12.0% $89.92 -8.2%
1164 ELCV STRATEGY SHS 3,023.0 $80K 0.00% $26.54 +19.1%
1165 TROW PRICE T ROWE GROUP INC Financial Services 783.0 $80K 0.00% -9.0 -1.1% $102.38 +2.1%
1166 WST WEST PHARMACEUTICAL SVSC INC Healthcare 291.0 $80K 0.00% +7.0 +2.5% $275.14 +13.7%
1167 LQD ISHARES TR 715.0 $79K 0.00% -9.0 -1.2% $110.19 -1.1%
1168 EL LAUDER ESTEE COS INC Consumer Defensive 752.0 $79K 0.00% -166.0 -18.1% $104.67 -12.9%
1169 GSL GLOBAL SHIP LEASE INC NEW Industrials 2,242.0 $79K 0.00% $35.04 +4.8%
1170 EQH EQUITABLE HLDGS INC Financial Services 1,647.0 $78K 0.00% -29.0 -1.7% $47.65 -13.1%
1171 MAT MATTEL INC Consumer Cyclical 3,945.0 $78K 0.00% -1K -25.6% $19.84 -24.9%
1172 CNQ CANADIAN NAT RES LTD Energy 2,311.0 $78K 0.00% $33.85 +35.2%
1173 FITB FIFTH THIRD BANCORP Financial Services 1,670.0 $78K 0.00% -1K -37.5% $46.81 +6.6%
1174 ADMA ADMA BIOLOGICS INC Healthcare 4,269.0 $78K 0.00% +2K +138.2% $18.24 -56.6%
1175 WMS ADVANCED DRAIN SYS INC DEL Industrials 536.0 $78K 0.00% -3.0 -0.6% $144.83 -3.1%
1176 RYN RAYONIER INC Real Estate 3,585.0 $78K 0.00% +2K +87.4% $21.65 -4.1%
1177 TRIN TRINITY CAP INC Financial Services 5,290.0 $77K 0.00% -4K -45.4% $14.65 +15.2%
1178 DOCU DOCUSIGN INC Technology 1,133.0 $77K 0.00% +61.0 +5.7% $68.40 -29.2%
1179 RS RELIANCE INC Basic Materials 268.0 $77K 0.00% -37.0 -12.1% $288.87 +31.0%
1180 CANADIAN PACIFIC KANSAS CITY 1,050.0 $77K 0.00% +13.0 +1.2% $73.63
Page 59 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%