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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 97 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 CSGP COSTAR GROUP INC Real Estate 115.0 $8K -75.0 -39.5% $67.24 -49.5%
1922 WHR WHIRLPOOL CORP Consumer Cyclical 107.0 $8K -17.0 -13.7% $72.14 -42.5%
1923 IGSB ISHARES TR 145.0 $8K $53.04 -1.4%
1924 PRFZ INVESCO EXCHANGE TRADED FD T 167.0 $8K -1K -85.7% $45.89 +10.6%
1925 RSPT INVESCO EXCHANGE TRADED FD T 168.0 $8K NEW $45.61 +30.1%
1926 TAL TAL EDUCATION GROUP Consumer Defensive 702.0 $8K +451.0 +179.7% $10.91 -4.0%
1927 IBOTTA INC 336.0 $8K NEW $22.73
1928 XBI SPDR SERIES TRUST 62.0 $8K -73.0 -54.1% $121.94 +8.9%
1929 ESGD ISHARES TR 79.0 $8K NEW $95.67 +7.5%
1930 GNK GENCO SHIPPING & TRADING LTD Industrials 408.0 $8K +3.0 +0.7% $18.42 +31.0%
1931 FEZ SPDR INDEX SHS FDS 116.0 $7K $64.39 +4.8%
1932 NEWSMAX INC 966.0 $7K $7.73
1933 TME TENCENT MUSIC ENTMT GROUP Communication Services 425.0 $7K -494.0 -53.8% $17.53 -47.8%
1934 MHK MOHAWK INDS INC Consumer Cyclical 68.0 $7K $109.29 -6.4%
1935 CENTRAIS ELET BRAS SA 788.0 $7K NEW $9.36
1936 HYEM VANECK ETF TRUST 370.0 $7K $19.89 +0.5%
1937 AHR AMERICAN HEALTHCARE REIT INC Real Estate 154.0 $7K $47.06 +6.5%
1938 RNG RINGCENTRAL INC Technology 243.0 $7K -495.0 -67.1% $28.88 +50.7%
1939 KVUE KENVUE INC Consumer Defensive 401.0 $7K -2K -79.5% $17.25 +1.2%
1940 FLJP FRANKLIN TEMPLETON ETF TR 200.0 $7K +6.0 +3.1% $34.45 +13.5%
Page 97 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%