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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 20 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 4,216.0 $127K 0.00% +962.0 +29.6% $30.17 +12.6%
382 IHI ISHARES TR 2,532.0 $125K 0.00% +448.0 +21.5% $49.41 +14.8%
383 NXT NEXTPOWER INC Technology 1,045.0 $125K 0.00% +335.0 +47.2% $119.14 -23.9%
384 FDS FACTSET RESH SYS INC Financial Services 539.0 $124K 0.00% +319.0 +145.0% $230.08 +30.7%
385 SPSB SPDR SERIES TRUST 4,130.0 $124K 0.00% +530.0 +14.7% $30.01 -0.2%
386 YPF YPF SOCIEDAD ANONIMA Energy 2,716.0 $123K 0.00% +2K +138.4% $45.47 +11.5%
387 QLYS QUALYS INC Technology 897.0 $123K 0.00% +283.0 +46.1% $137.49 +34.9%
388 CHAT TIDAL TRUST II 1,244.0 $123K 0.00% +772.0 +163.6% $98.68 -10.8%
389 EXPD EXPEDITORS INTL WASH INC Industrials 749.0 $122K 0.00% +28.0 +3.9% $162.98 +14.0%
390 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,217.0 $122K 0.00% +156.0 +14.7% $100.10 +7.5%
391 HDV ISHARES TR 4,329.0 $119K 0.00% +4K +426.6% $27.41 +8.9%
392 ICUI ICU MED INC Healthcare 808.0 $118K 0.00% +53.0 +7.0% $146.60 +28.4%
393 SLGN SILGAN HLDGS INC Consumer Cyclical 2,531.0 $117K 0.00% +904.0 +55.6% $46.39 -10.7%
394 FITB FIFTH THIRD BANCORP Financial Services 2,057.0 $116K 0.00% +387.0 +23.2% $56.37 -0.7%
395 RAA ETF OPPORTUNITIES TRUST 3,906.0 $115K 0.00% +4K +1882.7% $29.49 +3.0%
396 URA GLOBAL X FDS 2,632.0 $115K 0.00% +2K +777.3% $43.70 +2.1%
397 KASPI KZ JSC 1,322.0 $115K 0.00% +31.0 +2.4% $86.64
398 KBH KB HOME Consumer Cyclical 1,818.0 $114K 0.00% +320.0 +21.4% $62.60 -9.1%
399 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 4,217.0 $113K 0.00% +1K +34.9% $26.85 -2.7%
400 EQT EQT CORP Energy 2,108.0 $112K 0.00% +408.0 +24.0% $53.17 +0.3%
Page 20 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%