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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 23 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LOPE GRAND CANYON ED INC Consumer Defensive 551.0 $79K 0.00% +30.0 +5.8% $143.11 +2.5%
442 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,909.0 $78K 0.00% +802.0 +72.5% $40.86 +14.7%
443 ALKS ALKERMES PLC Healthcare 1,476.0 $77K 0.00% +539.0 +57.5% $52.40 -5.6%
444 SGDM SPROTT ETF TRUST 1,216.0 $76K 0.00% +916.0 +305.3% $62.87 +17.6%
445 TPSC TIMOTHY PLAN 1,582.0 $76K 0.00% +44.0 +2.9% $47.99 +1.2%
446 AA ALCOA CORP Basic Materials 1,435.0 $75K 0.00% +1K +643.5% $52.14 -4.1%
447 INMD INMODE LTD Healthcare 5,100.0 $75K 0.00% +2K +55.2% $14.62 +2.5%
448 AR ANTERO RESOURCES CORP Energy 2,067.0 $73K 0.00% +1K +115.3% $35.14 +5.4%
449 SCHO SCHWAB STRATEGIC TR 2,950.0 $71K 0.00% +545.0 +22.7% $24.14 -0.1%
450 BLDR BUILDERS FIRSTSOURCE INC Industrials 794.0 $71K 0.00% +4.0 +0.5% $89.48 -24.4%
451 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 2,086.0 $71K 0.00% +1K +183.8% $33.87 +8.0%
452 RKLB ROCKET LAB CORP Industrials 675.0 $69K 0.00% +25.0 +3.9% $101.65 -22.1%
453 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 1,371.0 $69K 0.00% +298.0 +27.8% $50.03 -15.8%
454 IBDV ISHARES TR 3,125.0 $68K 0.00% +2K +263.4% $21.80 -0.8%
455 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 756.0 $68K 0.00% +71.0 +10.4% $90.01 +14.9%
456 POOL POOL CORP Industrials 316.0 $68K 0.00% +50.0 +18.8% $214.90 -12.8%
457 IBDU ISHARES TR 2,932.0 $68K 0.00% +2K +261.5% $23.16 -0.4%
458 IBDT ISHARES TR 2,687.0 $68K 0.00% +2K +260.2% $25.25 -0.2%
459 APPF APPFOLIO INC Technology 423.0 $68K 0.00% +146.0 +52.7% $160.35 +27.2%
460 EVTC EVERTEC INC Technology 2,433.0 $68K 0.00% +1K +154.0% $27.78 +6.5%
Page 23 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%