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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 61 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 KIO KKR INCOME OPPORTUNITIES FD Financial Services 6,345.0 $74K 0.00% +6K +10000.0% $11.59 -2.5%
1202 TX TERNIUM SA Basic Materials 1,915.0 $73K 0.00% -332.0 -14.8% $38.19 +30.1%
1203 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 6,984.0 $73K 0.00% -257.0 -3.5% $10.46 +32.5%
1204 OCTH INNOVATOR ETFS TRUST 3,040.0 $73K 0.00% NEW $23.94 +1.4%
1205 IONQ IONQ INC Technology 1,612.0 $72K 0.00% +345.0 +27.2% $44.87 +45.8%
1206 BBY BEST BUY INC Consumer Cyclical 1,080.0 $72K 0.00% -80.0 -6.9% $66.93 -3.6%
1207 SNX TD SYNNEX CORPORATION Technology 480.0 $72K 0.00% -63.0 -11.6% $150.23 +64.3%
1208 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 3,125.0 $72K 0.00% -2K -41.6% $22.92 -3.8%
1209 CYBERARK SOFTWARE LTD 160.0 $71K 0.00% -899.0 -84.9% $446.06
1210 VNQI VANGUARD INTL EQUITY INDEX F 1,555.0 $71K 0.00% +625.0 +67.2% $45.84 +0.1%
1211 FTV FORTIVE CORP Technology 1,290.0 $71K 0.00% -322.0 -20.0% $55.22 +8.5%
1212 EEMV ISHARES INC 1,110.0 $71K 0.00% $64.04 +16.6%
1213 FE FIRSTENERGY CORP Utilities 1,588.0 $71K 0.00% -495.0 -23.8% $44.76 +4.5%
1214 BLOCK INC 1,091.0 $71K 0.00% +29.0 +2.7% $65.09
1215 UFPI UFP INDUSTRIES INC Basic Materials 778.0 $71K 0.00% -33.0 -4.1% $91.05 -9.2%
1216 FSLR FIRST SOLAR INC Energy 271.0 $71K 0.00% -4.0 -1.4% $261.23 +4.8%
1217 KDP KEURIG DR PEPPER INC Consumer Defensive 2,526.0 $71K 0.00% -315.0 -11.1% $28.01 +7.5%
1218 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 802.0 $71K 0.00% -184.0 -18.7% $88.21 +18.5%
1219 RRC RANGE RES CORP Energy 2,004.0 $71K 0.00% -826.0 -29.2% $35.26 +11.2%
1220 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 273.0 $71K 0.00% $258.65 +41.6%
Page 61 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%