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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 93 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 IYK ISHARES TR 162.0 $11K NEW $68.18 +6.3%
1842 ESS ESSEX PPTY TR INC Real Estate 41.0 $11K NEW $267.78 +2.2%
1843 BLOK AMPLIFY ETF TR 163.0 $11K NEW $67.04 -4.1%
1844 SPHY SPDR SERIES TRUST 451.0 $11K NEW $23.94 -2.3%
1845 UHS UNIVERSAL HLTH SVCS INC Healthcare 53.0 $11K NEW $202.51 -18.9%
1846 PROV PROVIDENT FINL HLDGS INC Financial Services 675.0 $11K NEW $15.75 +8.6%
1847 FPF FIRST TR INTER DURATN PFD & Financial Services 547.0 $10K NEW $19.15 -6.4%
1848 WD WALKER & DUNLOP INC Financial Services 125.0 $10K NEW $83.62 -40.5%
1849 FLUTTER ENTMT PLC 41.0 $10K NEW $254.00
1850 UMI USCF ETF TR 200.0 $10K NEW $51.35 +20.0%
1851 KMT KENNAMETAL INC Industrials 487.0 $10K NEW $20.93 +68.3%
1852 EWC ISHARES INC 201.0 $10K NEW $50.55 +15.9%
1853 FXU FIRST TR EXCHANGE TRADED FD 223.0 $10K NEW $45.46 +6.7%
1854 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 162.0 $10K NEW $62.21 -7.1%
1855 FXN FIRST TR EXCHANGE TRADED FD 615.0 $10K NEW $16.30 +35.9%
1856 ATI ATI INC Industrials 123.0 $10K NEW $81.34 +97.2%
1857 PRF INVESCO EXCHANGE TRADED FD T 220.0 $10K NEW $45.21 +16.8%
1858 TRUECAR INC 5,400.0 $10K NEW $1.84
1859 MOD MODINE MFG CO Consumer Cyclical 69.0 $10K NEW $142.16 +75.9%
1860 EPAM EPAM SYS INC Technology 65.0 $10K NEW $150.78 -31.6%
Page 93 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%