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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 60 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 IRM IRON MTN INC DEL Real Estate 932.0 $77K 0.00% -767.0 -45.1% $82.91 +53.5%
1182 SSRM SSR MINING IN Basic Materials 3,525.0 $77K 0.00% -108.0 -3.0% $21.92 +36.4%
1183 CROX CROCS INC Consumer Cyclical 901.0 $77K 0.00% +86.0 +10.6% $85.52 +38.5%
1184 EQR EQUITY RESIDENTIAL Real Estate 1,222.0 $77K 0.00% -64.0 -5.0% $63.04 +5.9%
1185 TYL TYLER TECHNOLOGIES INC Technology 169.0 $77K 0.00% -10.0 -5.6% $453.95 -33.3%
1186 GBDC GOLUB CAP BDC INC Financial Services 5,653.0 $77K 0.00% -2K -29.5% $13.57 -3.6%
1187 DLB DOLBY LABORATORIES INC Technology 1,192.0 $77K 0.00% -263.0 -18.1% $64.22 -13.1%
1188 BEACON FINANCIAL CORP. 2,895.0 $76K 0.00% -292.0 -9.2% $26.37
1189 AGQ PROSHARES TR II Financial Services 491.0 $76K 0.00% +228.0 +86.7% $155.12 -28.1%
1190 KD KYNDRYL HLDGS INC Technology 2,865.0 $76K 0.00% -1K -29.6% $26.56 -56.1%
1191 CNXC CONCENTRIX CORP Technology 1,829.0 $76K 0.00% -582.0 -24.1% $41.58 -37.5%
1192 CMRE COSTAMARE INC Industrials 4,813.0 $76K 0.00% -1K -21.6% $15.79 +2.5%
1193 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 869.0 $76K 0.00% $87.42 -24.8%
1194 U HAUL HOLDING COMPANY 1,624.0 $76K 0.00% -205.0 -11.2% $46.74
1195 HTGC HERCULES CAPITAL INC Financial Services 4,020.0 $76K 0.00% +20.0 +0.5% $18.82 -17.2%
1196 MTD METTLER TOLEDO INTERNATIONAL Healthcare 54.0 $75K 0.00% $1394.19 -21.7%
1197 ZM ZOOM COMMUNICATIONS INC Technology 865.0 $75K 0.00% +6.0 +0.7% $86.29 +16.1%
1198 ATR APTARGROUP INC Healthcare 611.0 $75K 0.00% -11.0 -1.8% $121.96 -5.5%
1199 EXACT SCIENCES CORP 731.0 $74K 0.00% -817.0 -52.8% $101.56
1200 CHWY CHEWY INC Consumer Cyclical 2,229.0 $74K 0.00% -445.0 -16.6% $33.05 -35.8%
Page 60 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%