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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $8.9B AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2571 New
Page 110 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 LEA LEAR CORP Consumer Cyclical 17.0 $2K NEW $100.59 +27.0%
2182 GNOM GLOBAL X FDS 44.0 $2K NEW $38.84 +12.2%
2183 GLOBAL X FDS 44.0 $2K NEW $38.84
2184 IAT ISHARES TR 33.0 $2K NEW $51.73 +7.1%
2185 AMRIZE LTD 35.0 $2K NEW $48.54
2186 SKT TANGER INC Real Estate 50.0 $2K NEW $33.84 +4.5%
2187 VOX VANGUARD WORLD FD 9.0 $2K NEW $187.78 +4.2%
2188 ESTC ELASTIC N V Technology 20.0 $2K NEW $84.50 -35.4%
2189 VC VISTEON CORP Consumer Cyclical 14.0 $2K NEW $119.86 -12.5%
2190 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 325.0 $2K NEW $5.15 +0.8%
2191 UCTT ULTRA CLEAN HLDGS INC Technology 61.0 $2K NEW $27.25 +176.6%
2192 CBZ CBIZ INC Industrials 31.0 $2K NEW $52.97 -41.8%
2193 SCM STELLUS CAP INVT CORP Financial Services 125.0 $2K NEW $13.06 -29.6%
2194 TDOC TELADOC HEALTH INC Healthcare 211.0 $2K NEW $7.73 -17.1%
2195 OCGN OCUGEN INC Healthcare 1,000.0 $2K NEW $1.63 -19.1%
2196 PII POLARIS INC Consumer Cyclical 28.0 $2K NEW $58.14 +5.9%
2197 STNG SCORPIO TANKERS INC Energy 29.0 $2K NEW $56.03 +45.9%
2198 EFC ELLINGTON FINANCIAL INC Real Estate 125.0 $2K NEW $12.98 +2.3%
2199 MORT VANECK ETF TRUST 150.0 $2K NEW $10.77 -7.7%
2200 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 57.0 $2K NEW $27.96 +33.4%
Page 110 of 129  ·  2,571 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 24.4%
Technology 20.4%
Healthcare 12.3%
Industrials 10.7%
Consumer Defensive 10.2%
Consumer Cyclical 6.3%
Energy 5.4%
Communication Services 4.1%
Utilities 2.7%
Basic Materials 2.1%