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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 21 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LZB LA Z BOY INC Consumer Cyclical 2,793.0 $112K 0.00% +22.0 +0.8% $40.12 -10.2%
402 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 447.0 $112K 0.00% +353.0 +375.5% $249.98 -2.3%
403 PUK PRUDENTIAL PLC Financial Services 4,115.0 $110K 0.00% +29.0 +0.7% $26.81 +4.4%
404 ALAB ASTERA LABS INC Technology 227.0 $110K 0.00% +111.0 +95.7% $483.02 -38.2%
405 PDBC INVESCO ACTVELY MNGD ETC FD 6,872.0 $109K 0.00% +431.0 +6.7% $15.88 +15.3%
406 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,535.0 $109K 0.00% +439.0 +40.0% $70.86 +4.5%
407 HL HECLA MINING COMPANY Basic Materials 7,047.0 $109K 0.00% +1K +21.8% $15.43 +26.7%
408 UFPI UFP INDUSTRIES INC Basic Materials 1,171.0 $106K 0.00% +393.0 +50.5% $90.74 -1.0%
409 SHM SPDR SERIES TRUST 2,194.0 $105K 0.00% +1K +122.3% $47.97 -0.5%
410 ILMN ILLUMINA INC Healthcare 594.0 $104K 0.00% +66.0 +12.5% $175.83 +13.6%
411 RVTY REVVITY INC Healthcare 933.0 $104K 0.00% +10.0 +1.1% $111.23 +7.6%
412 MCHI ISHARES TR 1,960.0 $100K 0.00% +2K +5057.9% $51.02 +8.6%
413 TFX TELEFLEX INCORPORATED Healthcare 786.0 $100K 0.00% +218.0 +38.4% $126.76 +7.2%
414 CW CURTISS WRIGHT CORP Industrials 131.0 $99K 0.00% +10.0 +8.3% $757.76 -8.8%
415 PPLT ABRDN PLATINUM ETF TRUST Financial Services 7,000.0 $99K 0.00% +6K +900.0% $14.13 +13.8%
416 JOYY JOYY INC Communication Services 1,492.0 $98K 0.00% +19.0 +1.3% $65.99 +12.4%
417 RALLIANT CORP 1,311.0 $97K 0.00% +1K +335.6% $73.63
418 SMIG ETF SER SOLUTIONS 2,941.0 $96K 0.00% +1K +75.4% $32.81 +1.8%
419 SDCI USCF ETF TR 3,646.0 $96K 0.00% +1K +68.1% $26.44 +13.4%
420 MMS MAXIMUS INC Industrials 1,792.0 $96K 0.00% +639.0 +55.4% $53.76 +7.6%
Page 21 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%