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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 67 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 USHY ISHARES TR 1,497.0 $56K 0.00% +370.0 +32.8% $37.40 -0.8%
1322 MOH MOLINA HEALTHCARE INC Healthcare 322.0 $56K 0.00% +62.0 +23.9% $173.76 +1.4%
1323 DOCS DOXIMITY INC Healthcare 1,262.0 $56K 0.00% -57.0 -4.3% $44.28 -55.9%
1324 FCN FTI CONSULTING INC Industrials 327.0 $56K 0.00% -108.0 -24.8% $170.83 -10.6%
1325 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 26.0 $56K 0.00% -4.0 -13.3% $2146.19 -7.0%
1326 KMX CARMAX INC Consumer Cyclical 1,424.0 $55K 0.00% +237.0 +20.0% $38.64 +5.2%
1327 SJM SMUCKER J M CO Consumer Defensive 562.0 $55K 0.00% -78.0 -12.2% $97.81 +4.6%
1328 AOR ISHARES TR 837.0 $54K 0.00% NEW $65.01 +6.7%
1329 CLH CLEAN HARBORS INC Industrials 232.0 $54K 0.00% -7.0 -2.9% $234.48 +22.3%
1330 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,177.0 $54K 0.00% -24.0 -2.0% $46.18 +2.6%
1331 QRVO QORVO INC Technology 643.0 $54K 0.00% -51.0 -7.3% $84.51 +28.1%
1332 VTRS VIATRIS INC Healthcare 4,361.0 $54K 0.00% -53.0 -1.2% $12.45 +33.7%
1333 PCG PG&E CORP Utilities 3,369.0 $54K 0.00% -3K -48.3% $16.07 +2.2%
1334 RGTI RIGETTI COMPUTING INC Technology 2,444.0 $54K 0.00% -4K -64.1% $22.15 +13.2%
1335 DKS DICKS SPORTING GOODS INC Consumer Cyclical 273.0 $54K 0.00% -22.0 -7.5% $198.10 +17.7%
1336 RDN RADIAN GROUP INC Financial Services 1,501.0 $54K 0.00% $35.99 -0.8%
1337 SUSA ISHARES TR 386.0 $54K 0.00% NEW $139.34 +9.6%
1338 TTEK TETRA TECH INC NEW Industrials 1,602.0 $54K 0.00% -10.0 -0.6% $33.54 -17.3%
1339 PCVX VAXCYTE INC Healthcare 1,164.0 $54K 0.00% -396.0 -25.4% $46.14 +8.6%
1340 AGO ASSURED GUARANTY LTD Financial Services 597.0 $54K 0.00% -43.0 -6.7% $89.87 -15.2%
Page 67 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%