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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 95 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BLOK AMPLIFY ETF TR 163.0 $9K $56.89 +13.0%
1882 IAT ISHARES TR 168.0 $9K +135.0 +409.1% $55.15 +3.4%
1883 TGTX TG THERAPEUTICS INC Healthcare 310.0 $9K -1K -79.4% $29.81 +33.4%
1884 CAG CONAGRA BRANDS INC Consumer Defensive 534.0 $9K -17K -97.0% $17.30 -22.7%
1885 PLMR PALOMAR HLDGS INC Financial Services 68.0 $9K $134.76 -14.1%
1886 TBBK BANCORP INC DEL Financial Services 135.0 $9K -154.0 -53.3% $67.52 -18.7%
1887 FUTY FIDELITY COVINGTON TRUST 165.0 $9K -85.0 -34.0% $55.22 +5.3%
1888 ROIV ROIVANT SCIENCES LTD Healthcare 416.0 $9K NEW $21.70 +49.4%
1889 ORLA ORLA MNG LTD NEW Basic Materials 661.0 $9K $13.47 -8.8%
1890 ISCF ISHARES TR 213.0 $9K NEW $41.48 +7.9%
1891 ISRA VANECK ETF TRUST 150.0 $9K $58.81 +16.8%
1892 KLXE KLX ENERGY SERVICS HOLDNGS I Energy 4,633.0 $9K $1.89 +68.3%
1893 WEST WESTROCK COFFEE CO Consumer Defensive 2,148.0 $9K -414.0 -16.2% $4.07 +107.9%
1894 SN SHARKNINJA INC Consumer Cyclical 78.0 $9K +3.0 +4.0% $111.90 -8.9%
1895 UTZ UTZ BRANDS INC Consumer Defensive 836.0 $9K -253.0 -23.2% $10.38 -25.6%
1896 PXH INVESCO EXCH TRADED FD TR II 333.0 $9K -909.0 -73.2% $25.81 +10.8%
1897 TCBI TEXAS CAP BANCSHARES INC Financial Services 94.0 $9K $90.54 +9.1%
1898 STIP ISHARES TR 83.0 $8K -12K -99.3% $102.39 +0.9%
1899 ITB ISHARES TR 88.0 $8K $96.30 -5.7%
1900 DIVO AMPLIFY ETF TR 190.0 $8K $44.50 +3.1%
Page 95 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%