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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 51 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SKYW SKYWEST INC Industrials 1,167.0 $117K 0.00% NEW $100.62 -17.2%
1002 PHG KONINKLIJKE PHILIPS N V Healthcare 4,280.0 $117K 0.00% NEW $27.26 -1.9%
1003 NYT NEW YORK TIMES CO Communication Services 2,032.0 $117K 0.00% NEW $57.40 +29.4%
1004 TSEM TOWER SEMICONDUCTOR LTD Technology 1,612.0 $117K 0.00% NEW $72.30 +265.8%
1005 KBR KBR INC Industrials 2,458.0 $116K 0.00% NEW $47.29 -32.1%
1006 PPG PPG INDS INC Basic Materials 1,100.0 $116K 0.00% NEW $105.11 -0.7%
1007 FBNC FIRST BANCORP N C Financial Services 2,186.0 $116K 0.00% NEW $52.89 +10.9%
1008 FOX FOX CORP Communication Services 2,009.0 $115K 0.00% NEW $57.29 +0.6%
1009 CMB.TECH NV 12,245.0 $115K 0.00% NEW $9.39
1010 GDDY GODADDY INC Technology 839.0 $115K 0.00% NEW $136.83 -33.1%
1011 TEX TEREX CORP NEW Industrials 2,235.0 $115K 0.00% NEW $51.30 +12.3%
1012 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,222.0 $115K 0.00% NEW $93.79 +3.2%
1013 ALK ALASKA AIR GROUP INC Industrials 2,287.0 $114K 0.00% NEW $49.78 -17.5%
1014 ESLT ELBIT SYS LTD Industrials 222.0 $113K 0.00% NEW $509.80 +49.8%
1015 DUOL DUOLINGO INC Technology 350.0 $113K 0.00% NEW $321.84 -67.2%
1016 YOU CLEAR SECURE INC Technology 3,363.0 $112K 0.00% NEW $33.38 +85.8%
1017 PRGO PERRIGO CO PLC Healthcare 5,036.0 $112K 0.00% NEW $22.27 -49.9%
1018 EXR EXTRA SPACE STORAGE INC Real Estate 794.0 $112K 0.00% NEW $140.93 +2.1%
1019 VPU VANGUARD WORLD FD 590.0 $112K 0.00% NEW $189.41 +2.9%
1020 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1,344.0 $112K 0.00% NEW $83.10 +28.9%
Page 51 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%