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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $9.5B AUM 3,745 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 306 New 681 Added 1076 Reduced 390 Exited
Page 13 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HUBS HUBSPOT INC Technology 1,905.0 $348K 0.00% +934.0 +96.2% $182.51 +24.0%
242 IWY ISHARES TR 1,194.0 $347K 0.00% +13.0 +1.1% $290.62 -1.2%
243 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,636.0 $346K 0.00% +759.0 +40.4% $131.43 -0.9%
244 EMN EASTMAN CHEM CO Basic Materials 5,165.0 $346K 0.00% +2K +41.0% $66.98 +9.0%
245 NIQ GLOBAL INTELLIGENCE PLC 36,265.0 $339K 0.00% +8K +30.5% $9.35
246 MSM MSC INDL DIRECT INC Industrials 2,823.0 $336K 0.00% +524.0 +22.8% $118.97 +3.0%
247 IAG IAMGOLD CORP Basic Materials 21,178.0 $335K 0.00% +19K +952.6% $15.84 +14.8%
248 APLE APPLE HOSPITALITY REIT INC Real Estate 19,902.0 $335K 0.00% +11K +136.0% $16.81 -4.4%
249 NICE NICE LTD Technology 3,678.0 $334K 0.00% +1K +51.2% $90.85 +9.6%
250 GTLB GITLAB INC Technology 10,935.0 $334K 0.00% +5K +86.5% $30.53 +35.9%
251 WDAY WORKDAY INC Technology 2,718.0 $333K 0.00% +768.0 +39.4% $122.42 +55.7%
252 LPL LG DISPLAY CO LTD Technology 85,530.0 $333K 0.00% +39K +83.8% $3.89 -15.2%
253 BDX BECTON DICKINSON & CO Healthcare 2,198.0 $333K 0.00% +686.0 +45.4% $151.29 +19.5%
254 XBI SPDR SERIES TRUST 2,098.0 $332K 0.00% +2K +3283.9% $158.25 +1.2%
255 SAIL SAILPOINT INC Technology 22,543.0 $330K 0.00% +9K +61.2% $14.64 +31.1%
256 EHC ENCOMPASS HEALTH CORP Healthcare 3,256.0 $329K 0.00% +523.0 +19.1% $101.08 +20.8%
257 CCK CROWN HLDGS INC Consumer Cyclical 2,931.0 $328K 0.00% +1K +60.8% $111.82 +4.5%
258 PTC PTC INC Technology 2,875.0 $327K 0.00% +196.0 +7.3% $113.61 +28.9%
259 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,730.0 $325K 0.00% +3K +423.1% $87.22 +6.3%
260 NNI NELNET INC Financial Services 2,430.0 $324K 0.00% +104.0 +4.5% $133.33 -5.7%
Page 13 of 35  ·  681 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
Technology 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%