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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 65 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 USFD US FOODS HLDG CORP Consumer Defensive 802.0 $60K 0.00% +8.0 +1.0% $75.32 +9.2%
1282 JMUB J P MORGAN EXCHANGE TRADED F 1,196.0 $60K 0.00% NEW $50.50 -0.5%
1283 XLRE SELECT SECTOR SPDR TR 1,494.0 $60K 0.00% $40.35 +11.2%
1284 AXS AXIS CAP HLDGS LTD Financial Services 560.0 $60K 0.00% -272.0 -32.7% $107.14 -9.1%
1285 METL SPROTT FDS TR 2,369.0 $60K 0.00% NEW $25.27 +15.3%
1286 ALLE ALLEGION PLC Industrials 376.0 $60K 0.00% -446.0 -54.3% $159.22 -17.0%
1287 BMI BADGER METER INC Technology 342.0 $60K 0.00% -226.0 -39.8% $174.41 -28.0%
1288 GL GLOBE LIFE INC Financial Services 426.0 $60K 0.00% -3.0 -0.7% $139.86 +9.5%
1289 WCN WASTE CONNECTIONS INC Industrials 339.0 $59K 0.00% -87.0 -20.4% $175.36 -12.6%
1290 VRSN VERISIGN INC Technology 244.0 $59K 0.00% -65.0 -21.0% $242.95 +23.8%
1291 INSM INSMED INC Healthcare 340.0 $59K 0.00% -224.0 -39.7% $174.04 -38.3%
1292 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 10,752.0 $59K 0.00% NEW $5.47 -31.6%
1293 IT GARTNER INC Technology 233.0 $59K 0.00% -67.0 -22.3% $252.28 -37.3%
1294 FSS FEDERAL SIGNAL CORP Industrials 541.0 $59K 0.00% +4.0 +0.7% $108.59 +6.8%
1295 WAFD WAFD INC Financial Services 1,833.0 $59K 0.00% $32.03 +12.1%
1296 SCHO SCHWAB STRATEGIC TR 2,405.0 $59K 0.00% +308.0 +14.7% $24.37 -0.8%
1297 BNS BANK NOVA SCOTIA HALIFAX Financial Services 794.0 $59K 0.00% +764.0 +2546.7% $73.69 +10.4%
1298 SWKS SKYWORKS SOLUTIONS INC Technology 922.0 $58K 0.00% +19.0 +2.1% $63.40 +25.3%
1299 DBX DROPBOX INC Technology 2,092.0 $58K 0.00% +20.0 +1.0% $27.80 -6.2%
1300 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 1,073.0 $58K 0.00% -8.0 -0.7% $53.94 -10.9%
Page 65 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%