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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 80 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 RPG INVESCO EXCHANGE TRADED FD T 582.0 $27K $46.71 +26.5%
1582 CENTRAIS ELET BRAS SA 3,145.0 $27K NEW $8.62
1583 IMTM ISHARES TR 565.0 $27K NEW $47.97 +11.1%
1584 NGVT INGEVITY CORP Basic Materials 457.0 $27K $59.18 +14.8%
1585 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 1,752.0 $27K -225.0 -11.4% $15.41 +17.0%
1586 TIGO MILLICOM INTL CELLULAR S A Communication Services 485.0 $27K +427.0 +736.2% $55.44 +45.7%
1587 LFUS LITTELFUSE INC Technology 106.0 $27K $252.92 +86.2%
1588 CWB SPDR SERIES TRUST 300.0 $27K $89.20 +19.7%
1589 BNTX BIONTECH SE Healthcare 279.0 $27K -236.0 -45.8% $95.20 -2.8%
1590 SOFI SOFI TECHNOLOGIES INC Financial Services 1,012.0 $26K +878.0 +655.2% $26.18 -38.6%
1591 SEALSQ CORP 7,000.0 $26K NEW $3.78
1592 Z ZILLOW GROUP INC Communication Services 386.0 $26K +81.0 +26.6% $68.22 -47.0%
1593 BUR BURFORD CAP LTD Financial Services 2,948.0 $26K -2K -42.8% $8.92 -47.9%
1594 BRBR BELLRING BRANDS INC Consumer Defensive 983.0 $26K -23.0 -2.3% $26.73 -67.2%
1595 ALKS ALKERMES PLC Healthcare 937.0 $26K -409.0 -30.4% $27.98 +32.1%
1596 POTLATCHDELTIC CORPORATION 658.0 $26K -825.0 -55.6% $39.78
1597 BN BROOKFIELD CORP Financial Services 568.0 $26K +203.0 +55.6% $45.89 +0.2%
1598 INTA INTAPP INC Technology 568.0 $26K -853.0 -60.0% $45.82 -55.3%
1599 SPHD INVESCO EXCH TRADED FD TR II 541.0 $26K -383.0 -41.5% $48.04 +4.7%
1600 NHC NATIONAL HEALTHCARE CORP Healthcare 189.0 $26K -377.0 -66.6% $137.09 +37.1%
Page 80 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%