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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 89 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 IYJ ISHARES TR 100.0 $15K $148.17 +5.4%
1762 SMTC SEMTECH CORP Technology 200.0 $15K $73.69 +112.8%
1763 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 450.0 $15K -1K -76.3% $32.65 +35.4%
1764 BSCS INVESCO EXCH TRD SLF IDX FD 708.0 $15K NEW $20.60 -1.2%
1765 PALL ABRDN PALLADIUM ETF TRUST Financial Services 100.0 $15K $145.38 -83.1%
1766 KNSL KINSALE CAP GROUP INC Financial Services 37.0 $14K +2.0 +5.7% $391.11 -20.7%
1767 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 394.0 $14K +23.0 +6.2% $36.49 +5.2%
1768 LNC LINCOLN NATL CORP IND Financial Services 322.0 $14K -10.0 -3.0% $44.53 -19.1%
1769 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 307.0 $14K -35.0 -10.2% $46.69 -16.5%
1770 MGV VANGUARD WORLD FD 100.0 $14K NEW $141.16 +11.2%
1771 ATI ATI INC Industrials 123.0 $14K $114.76 +41.4%
1772 TREX TREX CO INC Industrials 402.0 $14K -382.0 -48.7% $35.08 +11.7%
1773 BSCQ INVESCO EXCH TRD SLF IDX FD 718.0 $14K NEW $19.58 -0.3%
1774 SUN SUNOCO LP/SUNOCO FIN CORP Energy 268.0 $14K -4.0 -1.5% $52.41 +34.2%
1775 ALGN ALIGN TECHNOLOGY INC Healthcare 89.0 $14K +53.0 +147.2% $156.16 +4.8%
1776 WLK WESTLAKE CORPORATION Basic Materials 186.0 $14K +171.0 +1140.0% $73.94 +19.8%
1777 FMC FMC CORP Basic Materials 991.0 $14K -12.0 -1.2% $13.87 -5.5%
1778 VVV VALVOLINE INC Energy 471.0 $14K +10.0 +2.2% $29.06 +15.5%
1779 HOMB HOME BANCSHARES INC Financial Services 491.0 $14K +3.0 +0.6% $27.78 -4.2%
1780 FAD FIRST TR EXCHANGE-TRADED ALP 84.0 $14K $162.38 +13.2%
Page 89 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%