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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 86 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 IBDV ISHARES TR 860.0 $19K +13.0 +1.5% $22.08 -1.5%
1702 ODFL OLD DOMINION FREIGHT LINE IN Industrials 121.0 $19K -48.0 -28.4% $156.80 +34.2%
1703 RTO RENTOKIL INITIAL PLC Industrials 644.0 $19K +52.0 +8.8% $29.46 +6.4%
1704 IBDS ISHARES TR 780.0 $19K +11.0 +1.4% $24.29 -0.3%
1705 CEW WISDOMTREE TR 1,000.0 $19K -160.0 -13.8% $18.90 +2.5%
1706 IBDR ISHARES TR 780.0 $19K -31K -97.5% $24.22 +0.1%
1707 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 341.0 $19K -81.0 -19.2% $55.09 +15.1%
1708 NWE NORTHWESTERN ENERGY GROUP IN Utilities 291.0 $19K +3.0 +1.0% $64.54 +11.5%
1709 WU WESTERN UN CO Financial Services 2,008.0 $19K $9.31 -10.1%
1710 BSCT INVESCO EXCH TRD SLF IDX FD 984.0 $19K NEW $18.84 -1.5%
1711 LULU LULULEMON ATHLETICA INC Consumer Cyclical 89.0 $18K +9.0 +11.2% $207.81 -38.8%
1712 OKLO OKLO INC Utilities 256.0 $18K -1K -80.0% $71.76 -8.2%
1713 SITM SITIME CORP Technology 52.0 $18K -215.0 -80.5% $353.19 +106.3%
1714 SWK STANLEY BLACK & DECKER INC Industrials 247.0 $18K -475.0 -65.8% $74.28 +2.9%
1715 PNR PENTAIR PLC Industrials 176.0 $18K +33.0 +23.1% $104.14 -28.2%
1716 EQX EQUINOX GOLD CORP Basic Materials 1,300.0 $18K $14.04 -13.6%
1717 PSI INVESCO EXCHANGE TRADED FD T 231.0 $18K $78.89 +94.9%
1718 TNC TENNANT CO Industrials 246.0 $18K -130.0 -34.6% $73.70 +13.8%
1719 IVZ INVESCO LTD Financial Services 686.0 $18K $26.27 +3.0%
1720 BLW BLACKROCK LTD DURATION INCOM Financial Services 1,309.0 $18K $13.74 -9.4%
Page 86 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%