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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 104 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 178.0 $3K NEW $19.64 -29.0%
2062 PATHWARD FINANCIAL INC 47.0 $3K NEW $74.00
2063 UDR UDR INC Real Estate 93.0 $3K NEW $37.26 +0.5%
2064 REXR REXFORD INDL RLTY INC Real Estate 84.0 $3K NEW $41.11 -14.2%
2065 LIONSGATE STUDIOS CORP 496.0 $3K NEW $6.90
2066 MIR MIRION TECHNOLOGIES INC Industrials 146.0 $3K NEW $23.26 -22.5%
2067 SUZ SUZANO S A Basic Materials 356.0 $3K NEW $9.40 -10.9%
2068 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 27.0 $3K NEW $123.89 -30.2%
2069 DMO WESTERN ASSET MTG DEFINED OP Financial Services 285.0 $3K NEW $11.72 -5.7%
2070 BEN FRANKLIN RESOURCES INC Financial Services 144.0 $3K NEW $23.13 +33.1%
2071 NICE NICE LTD Technology 23.0 $3K NEW $144.78 -36.2%
2072 BARNES & NOBLE ED INC 333.0 $3K NEW $9.95
2073 UDN INVESCO DB US DLR INDEX TR Financial Services 175.0 $3K NEW $18.82 -3.6%
2074 SNEX STONEX GROUP INC Financial Services 32.0 $3K NEW $100.91 +9.8%
2075 HEI HEICO CORP NEW Industrials 10.0 $3K NEW $322.80 -9.1%
2076 INDB INDEPENDENT BK CORP MASS Financial Services 46.0 $3K NEW $69.17 +12.2%
2077 BEAT HEARTBEAM INC Healthcare 1,928.0 $3K NEW $1.65 -45.3%
2078 FLCA FRANKLIN TEMPLETON ETF TR 70.0 $3K NEW $45.40 +13.2%
2079 HYG ISHARES TR 39.0 $3K NEW $81.21 -2.2%
2080 SPH SUBURBAN PROPANE PARTNERS L Utilities 165.0 $3K NEW $18.65 +8.5%
Page 104 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%