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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 64 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 MTD METTLER TOLEDO INTERNATIONAL Healthcare 54.0 $66K 0.00% NEW $1227.61 -11.2%
1262 HIMX HIMAX TECHNOLOGIES INC Technology 7,504.0 $66K 0.00% NEW $8.83 +125.3%
1263 NPO ENPRO INC Industrials 293.0 $66K 0.00% NEW $226.00 +34.0%
1264 PSMT PRICESMART INC Consumer Defensive 544.0 $66K 0.00% NEW $121.19 +37.0%
1265 TELEFONICA S A 12,970.0 $66K 0.00% NEW $5.08
1266 ACIW ACI WORLDWIDE INC Technology 1,248.0 $66K 0.00% NEW $52.77 -19.4%
1267 CORPAY INC 228.0 $66K 0.00% NEW $288.06
1268 DKS DICKS SPORTING GOODS INC Consumer Cyclical 295.0 $66K 0.00% NEW $222.35 -0.3%
1269 KFY KORN FERRY Industrials 937.0 $66K 0.00% NEW $69.98 -4.8%
1270 ITT ITT INC Industrials 366.0 $65K 0.00% NEW $178.76 +7.8%
1271 IPAR INTERPARFUMS INC Consumer Defensive 665.0 $65K 0.00% NEW $98.38 -7.3%
1272 TW TRADEWEB MKTS INC Financial Services 589.0 $65K 0.00% NEW $110.98 -3.8%
1273 ISHARES TR 2,812.0 $65K 0.00% NEW $23.22
1274 BRX BRIXMOR PPTY GROUP INC Real Estate 2,351.0 $65K 0.00% NEW $27.68 +11.5%
1275 ASCENDIS PHARMA A/S 327.0 $65K 0.00% NEW $198.81
1276 WPP WPP PLC NEW Communication Services 2,592.0 $65K 0.00% NEW $25.05 -26.0%
1277 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 612.0 $65K 0.00% NEW $105.84 +9.9%
1278 AFRM AFFIRM HLDGS INC Technology 886.0 $65K 0.00% NEW $73.08 -8.1%
1279 DAN DANA INC Consumer Cyclical 3,222.0 $65K 0.00% NEW $20.04 +69.0%
1280 BRC BRADY CORP Industrials 827.0 $65K 0.00% NEW $78.03 +8.4%
Page 64 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%