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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 8 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEE NEXTERA ENERGY INC Utilities 38,147.0 $3.1M 0.04% -5K -12.6% $80.28 +11.7%
142 EPD ENTERPRISE PRODS PARTNERS L Energy 94,523.0 $3.0M 0.03% +2K +2.5% $32.06 +23.1%
143 MRSH MARSH & MCLENNAN COS INC Financial Services 16,221.0 $3.0M 0.03% -1K -6.6% $185.52 -11.0%
144 LRCX LAM RESEARCH CORP Technology 17,556.0 $3.0M 0.03% -262.0 -1.5% $171.18 +76.6%
145 CSCO CISCO SYS INC Technology 38,993.0 $3.0M 0.03% -1K -3.1% $77.03 +53.4%
146 GS GOLDMAN SACHS GROUP INC Financial Services 3,379.0 $3.0M 0.03% +221.0 +7.0% $878.99 +12.4%
147 AMAT APPLIED MATLS INC Technology 11,534.0 $3.0M 0.03% +4K +43.6% $256.99 +66.3%
148 EEM ISHARES TR 53,630.0 $2.9M 0.03% -1K -2.2% $54.71 +20.7%
149 PFE PFIZER INC Healthcare 117,284.0 $2.9M 0.03% -3K -2.4% $24.90 +4.2%
150 ISRG INTUITIVE SURGICAL INC Healthcare 5,144.0 $2.9M 0.03% +414.0 +8.8% $566.38 -22.3%
151 HDB HDFC BANK LTD Financial Services 77,603.0 $2.8M 0.03% -616.0 -0.8% $36.54 -32.6%
152 MU MICRON TECHNOLOGY INC Technology 9,915.0 $2.8M 0.03% -718.0 -6.8% $285.41 +167.0%
153 NFLX NETFLIX INC Communication Services 30,175.0 $2.8M 0.03% +27K +999.3% $93.76 -4.8%
154 VEA VANGUARD TAX-MANAGED FDS 44,323.0 $2.8M 0.03% +6K +16.4% $62.47 +13.2%
155 ANGL VANECK ETF TRUST 92,595.0 $2.7M 0.03% -531.0 -0.6% $29.36 -1.2%
156 CRM SALESFORCE INC Technology 10,125.0 $2.7M 0.03% +318.0 +3.2% $264.91 -33.4%
157 SYK STRYKER CORPORATION Healthcare 7,628.0 $2.7M 0.03% -52.0 -0.7% $351.45 -8.5%
158 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 34,896.0 $2.7M 0.03% $76.23 -11.4%
159 AXP AMERICAN EXPRESS CO Financial Services 7,054.0 $2.6M 0.03% -826.0 -10.5% $369.97 -16.3%
160 LOW LOWES COS INC Consumer Cyclical 10,788.0 $2.6M 0.03% -206.0 -1.9% $241.16 -9.9%
Page 8 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%