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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 2 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TDTF FLEXSHARES TR 3,732,791.0 $90.6M 1.02% NEW $24.27 -0.6%
22 IAUM ISHARES GOLD TR Financial Services 1,823,937.0 $70.2M 0.79% NEW $38.50 +17.7%
23 LLY ELI LILLY & CO Healthcare 89,627.0 $68.4M 0.77% NEW $763.00 +31.9%
24 KO COCA COLA CO Consumer Defensive 944,925.0 $62.7M 0.70% NEW $66.32 +21.3%
25 ACWI ISHARES TR 424,853.0 $58.7M 0.66% NEW $138.24 +11.5%
26 MSFT MICROSOFT CORP Technology 106,367.0 $55.1M 0.62% NEW $517.95 -21.0%
27 VXF VANGUARD INDEX FDS 256,571.0 $53.7M 0.60% NEW $209.34 +7.3%
28 AAPL APPLE INC Technology 178,067.0 $45.3M 0.51% NEW $254.63 +17.9%
29 IVV ISHARES TR 58,784.0 $39.3M 0.44% NEW $669.30 +10.9%
30 IAU ISHARES GOLD TR Financial Services 521,320.0 $37.9M 0.43% NEW $72.77 +17.5%
31 GPN GLOBAL PMTS INC Industrials 422,090.0 $35.1M 0.39% NEW $83.08 -19.0%
32 SCHZ SCHWAB STRATEGIC TR 1,479,884.0 $34.7M 0.39% NEW $23.47 -2.3%
33 BSV VANGUARD BD INDEX FDS 377,273.0 $29.8M 0.33% NEW $78.91 -1.4%
34 NVDA NVIDIA CORPORATION Technology 151,860.0 $28.3M 0.32% NEW $186.58 +26.3%
35 TPL TEXAS PACIFIC LAND CORPORATI Energy 29,153.0 $27.2M 0.31% NEW $933.64 -58.4%
36 IUSB ISHARES TR 551,435.0 $25.8M 0.29% NEW $46.71 -2.2%
37 AFL AFLAC INC Financial Services 205,962.0 $23.0M 0.26% NEW $111.70 +4.6%
38 DYNF BLACKROCK ETF TRUST 353,927.0 $21.0M 0.23% NEW $59.20 +12.0%
39 IVW ISHARES TR 152,562.0 $18.4M 0.21% NEW $120.72 +13.3%
40 IVE ISHARES TR 88,677.0 $18.3M 0.21% NEW $206.51 +8.2%
Page 2 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%