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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 69 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 U UNITY SOFTWARE INC Technology 1,142.0 $50K 0.00% +1K +3360.6% $44.17 -39.4%
1362 LSAT TWO RDS SHARED TR 1,298.0 $50K 0.00% NEW $38.86 +10.4%
1363 VOD VODAFONE GROUP PLC NEW Communication Services 3,818.0 $50K 0.00% -2K -33.8% $13.21 +12.3%
1364 MUNI PIMCO ETF TR 962.0 $50K 0.00% NEW $52.41 -0.3%
1365 BROWN FORMAN CORP 1,929.0 $50K 0.00% -3K -57.1% $26.06
1366 CBSH COMMERCE BANCSHARES INC Financial Services 958.0 $50K 0.00% -49.0 -4.9% $52.31 +0.2%
1367 IPAR INTERPARFUMS INC Consumer Defensive 587.0 $50K 0.00% -78.0 -11.7% $84.83 +9.3%
1368 PULS PGIM ETF TR 1,001.0 $50K 0.00% +1K +10000.0% $49.58 +0.2%
1369 INVH INVITATION HOMES INC Real Estate 1,781.0 $49K 0.00% -212.0 -10.6% $27.79 +5.8%
1370 SCHK SCHWAB STRATEGIC TR 1,500.0 $49K 0.00% +899.0 +149.6% $32.80 +10.1%
1371 SA SEABRIDGE GOLD INC Basic Materials 1,654.0 $49K 0.00% $29.59 +6.3%
1372 LAD LITHIA MTRS INC Consumer Cyclical 147.0 $49K 0.00% $332.33 -14.8%
1373 ACM AECOM Industrials 511.0 $49K 0.00% $95.33 -24.0%
1374 JXN JACKSON FINANCIAL INC Financial Services 455.0 $49K 0.00% +3.0 +0.7% $106.65 -0.4%
1375 CRTO CRITEO S A Communication Services 2,351.0 $48K 0.00% -46.0 -1.9% $20.61 -17.4%
1376 BAX BAXTER INTL INC Healthcare 2,534.0 $48K 0.00% +506.0 +24.9% $19.11 +1.4%
1377 ITGR INTEGER HLDGS CORP Healthcare 617.0 $48K 0.00% -229.0 -27.1% $78.43 +14.9%
1378 PCTY PAYLOCITY HLDG CORP Technology 317.0 $48K 0.00% $152.50 -28.1%
1379 SMIG ETF SER SOLUTIONS 1,677.0 $48K 0.00% $28.80 +11.5%
1380 INMD INMODE LTD Healthcare 3,286.0 $48K 0.00% +425.0 +14.8% $14.69 -6.0%
Page 69 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%