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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 83 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CHH CHOICE HOTELS INTL INC Consumer Cyclical 240.0 $23K -34.0 -12.4% $95.26 +19.4%
1642 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 3,569.0 $23K $6.36 -0.3%
1643 EBMT EAGLE BANCORP MONT INC Financial Services 1,140.0 $23K $19.90 +12.6%
1644 VFLO VICTORY PORTFOLIOS II 575.0 $23K NEW $39.38 +12.7%
1645 HBM HUDBAY MINERALS INC Basic Materials 1,137.0 $23K +1K +1547.8% $19.85 +33.8%
1646 MLKN MILLERKNOLL INC Consumer Cyclical 1,222.0 $22K -363.0 -22.9% $18.28 -13.5%
1647 EPR EPR PPTYS Real Estate 444.0 $22K $49.89 +18.6%
1648 MOAT VANECK ETF TRUST 214.0 $22K NEW $103.46 -1.3%
1649 CVBF CVB FINL CORP Financial Services 1,189.0 $22K $18.60 +11.7%
1650 PB PROSPERITY BANCSHARES INC Financial Services 319.0 $22K +7.0 +2.2% $69.11 +1.1%
1651 XLG INVESCO EXCHANGE TRADED FD T 372.0 $22K -33.0 -8.2% $59.26 +7.4%
1652 SUZ SUZANO S A Basic Materials 2,347.0 $22K +2K +559.3% $9.34 -10.8%
1653 LKFN LAKELAND FINL CORP Financial Services 384.0 $22K -170.0 -30.7% $57.06 +6.4%
1654 VIZSLA SILVER CORP 4,000.0 $22K $5.47
1655 QXO QXO INC Industrials 1,134.0 $22K +223.0 +24.5% $19.29 -11.0%
1656 SWAN AMPLIFY ETF TR 668.0 $22K $32.47 +3.8%
1657 AI C3 AI INC Technology 1,602.0 $22K -764.0 -32.3% $13.48 -28.9%
1658 GDMN WISDOMTREE TR 232.0 $22K NEW $93.02 +0.9%
1659 ENR ENERGIZER HLDGS INC NEW Industrials 1,080.0 $21K -1K -55.1% $19.89 -8.4%
1660 SLP SIMULATIONS PLUS INC Healthcare 1,176.0 $21K NEW $18.23 -16.2%
Page 83 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%