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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 93 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 KRE SPDR SERIES TRUST 161.0 $10K -35.0 -17.9% $64.81 +6.8%
1842 TAO SYNERGIES INC 2,832.0 $10K $3.68
1843 LFVN LIFEVANTAGE CORP Consumer Defensive 1,686.0 $10K $6.16 -12.8%
1844 DRLL EA SERIES TRUST 364.0 $10K -177.0 -32.7% $28.53 +29.8%
1845 CNM CORE & MAIN INC Industrials 199.0 $10K NEW $51.97 -9.3%
1846 PRF INVESCO EXCHANGE TRADED FD T 220.0 $10K $46.92 +12.6%
1847 PWRD TCW ETF TRUST 107.0 $10K NEW $96.16 +15.1%
1848 GRAL GRAIL INC Healthcare 120.0 $10K +47.0 +64.4% $85.59 -20.7%
1849 VIXY PROSHARES TR II Financial Services 400.0 $10K $25.64 -1.4%
1850 AA ALCOA CORP Basic Materials 193.0 $10K +13.0 +7.2% $53.14 +24.7%
1851 PODD INSULET CORP Healthcare 36.0 $10K -14.0 -28.0% $284.22 -44.9%
1852 SOUN SOUNDHOUND AI INC Technology 1,025.0 $10K -225.0 -18.0% $9.97 -15.3%
1853 ESS ESSEX PPTY TR INC Real Estate 39.0 $10K -2.0 -4.9% $261.87 +4.6%
1854 FXN FIRST TR EXCHANGE TRADED FD 619.0 $10K +4.0 +0.7% $16.47 +34.4%
1855 FPF FIRST TR INTER DURATN PFD & Financial Services 547.0 $10K $18.64 -3.9%
1856 FXU FIRST TR EXCHANGE TRADED FD 225.0 $10K +2.0 +0.9% $44.96 +7.9%
1857 ELF E L F BEAUTY INC Consumer Defensive 133.0 $10K -344.0 -72.1% $76.05 -30.1%
1858 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 202.0 $10K -53.0 -20.8% $50.02 -27.4%
1859 WCC WESCO INTL INC Industrials 41.0 $10K $244.63 +43.1%
1860 SFNC SIMMONS 1ST NATL CORP Financial Services 532.0 $10K -172.0 -24.4% $18.85 +12.8%
Page 93 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%