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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 107 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 WKC WORLD KINECT CORPORATION Energy 97.0 $3K NEW $25.95 +11.8%
2122 MCHI ISHARES TR 38.0 $3K NEW $65.84 -14.1%
2123 RPV INVESCO EXCHANGE TRADED FD T 25.0 $2K NEW $99.40 +12.0%
2124 ARMOUR RESIDENTIAL REIT INC 166.0 $2K NEW $14.97
2125 TDC TERADATA CORP DEL Technology 114.0 $2K NEW $21.51 +52.8%
2126 GAB GABELLI EQUITY TR INC Financial Services 400.0 $2K NEW $6.09 -9.1%
2127 EPRF INNOVATOR ETFS TRUST 133.0 $2K NEW $18.28 -7.4%
2128 SWBI SMITH & WESSON BRANDS INC Industrials 247.0 $2K NEW $9.83 +56.5%
2129 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 200.0 $2K NEW $12.02 -5.4%
2130 RITM RITHM CAPITAL CORP Real Estate 210.0 $2K NEW $11.39 -20.7%
2131 CPF CENTRAL PAC FINL CORP Financial Services 78.0 $2K NEW $30.35 +12.7%
2132 ANNALY CAPITAL MANAGEMENT IN 115.0 $2K NEW $20.21
2133 AGZ ISHARES TR 21.0 $2K NEW $110.38 -1.8%
2134 BANC BANC OF CALIFORNIA INC Financial Services 139.0 $2K NEW $16.55 +12.3%
2135 DOLE DOLE PLC Consumer Defensive 170.0 $2K NEW $13.44 +6.2%
2136 CAR AVIS BUDGET GROUP Industrials 14.0 $2K NEW $160.57 -8.8%
2137 AGILON HEALTH INC 2,173.0 $2K NEW $1.03
2138 M MACYS INC Consumer Cyclical 122.0 $2K NEW $17.93 +5.9%
2139 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 233.0 $2K NEW $9.37 +10.0%
2140 FENI FIDELITY COVINGTON TRUST 61.0 $2K NEW $35.44 +10.9%
Page 107 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%