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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 62 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PEN PENUMBRA INC Healthcare 227.0 $71K 0.00% -58.0 -20.4% $310.91 +3.0%
1222 WELLS FARGO CO NEW 58.0 $70K 0.00% $1212.00
1223 XYL XYLEM INC Industrials 515.0 $70K 0.00% +21.0 +4.2% $136.18 -19.1%
1224 ASCENDIS PHARMA A/S 327.0 $70K 0.00% $213.24
1225 TFX TELEFLEX INCORPORATED Healthcare 568.0 $69K 0.00% +75.0 +15.2% $122.04 +6.0%
1226 LUV SOUTHWEST AIRLS CO Industrials 1,676.0 $69K 0.00% -452.0 -21.2% $41.34 +4.6%
1227 ILMN ILLUMINA INC Healthcare 528.0 $69K 0.00% -37.0 -6.5% $131.16 +15.1%
1228 NTRA NATERA INC Healthcare 301.0 $69K 0.00% -130.0 -30.2% $229.09 -11.2%
1229 CORPAY INC 228.0 $69K 0.00% $300.93
1230 TFI SPDR SERIES TRUST 1,497.0 $68K 0.00% $45.71 -0.5%
1231 SOMNIGROUP INTERNATIONAL INC 766.0 $68K 0.00% -62.0 -7.5% $89.28
1232 USPH U S PHYSICAL THERAPY Healthcare 873.0 $68K 0.00% +233.0 +36.4% $78.09 -17.9%
1233 FIRST HAWAIIAN INC 2,694.0 $68K 0.00% -82.0 -3.0% $25.30
1234 BBJP J P MORGAN EXCHANGE TRADED F 1,034.0 $68K 0.00% +18.0 +1.8% $65.91 +13.8%
1235 FRME FIRST MERCHANTS CORP Financial Services 1,784.0 $67K 0.00% $37.48 +7.5%
1236 AVIV AMERICAN CENTY ETF TR 937.0 $67K 0.00% -873.0 -48.2% $71.23 +11.8%
1237 CW CURTISS WRIGHT CORP Industrials 121.0 $67K 0.00% -13.0 -9.7% $551.27 +36.6%
1238 RBLX ROBLOX CORP Technology 822.0 $67K 0.00% -112.0 -12.0% $81.07 -43.0%
1239 UFPT UFP TECHNOLOGIES INC Healthcare 300.0 $67K 0.00% $222.03 +1.2%
1240 TXT TEXTRON INC Industrials 758.0 $66K 0.00% -224.0 -22.8% $87.14 +6.3%
Page 62 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%