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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 25 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PAM PAMPA ENERGIA SA Utilities 701.0 $58K 0.00% +696.0 +10000.0% $82.13 -3.8%
482 SNN SMITH & NEPHEW PLC Healthcare 1,991.0 $57K 0.00% +77.0 +4.0% $28.81 +4.8%
483 IAK ISHARES TR 407.0 $57K 0.00% +397.0 +3970.0% $140.72 +3.0%
484 OKTA OKTA INC Technology 404.0 $55K 0.00% +325.0 +411.4% $136.45 +5.5%
485 VOT VANGUARD INDEX FDS 178.0 $55K 0.00% +69.0 +63.3% $306.47 -0.0%
486 PETROLEO BRASILEIRO S A 3,724.0 $55K 0.00% +185.0 +5.2% $14.64
487 FERROVIAL NV 779.0 $53K 0.00% +450.0 +136.8% $68.61
488 BMA BANCO MACRO S A Financial Services 577.0 $53K 0.00% +87.0 +17.8% $92.59 -17.8%
489 NDSN NORDSON CORP Industrials 177.0 $53K 0.00% +76.0 +75.2% $301.69 +0.8%
490 TEAM ATLASSIAN CORPORATION Technology 683.0 $53K 0.00% +292.0 +74.7% $77.73 +109.7%
491 TECK TECK RESOURCES LTD Basic Materials 876.0 $52K 0.00% +766.0 +696.4% $59.46 +7.5%
492 VYMI VANGUARD WHITEHALL FDS 529.0 $52K 0.00% +295.0 +126.1% $98.11 +6.0%
493 LKFN LAKELAND FINL CORP Financial Services 841.0 $52K 0.00% +457.0 +119.0% $61.71 -0.4%
494 POWL POWELL INDS INC Industrials 180.0 $52K 0.00% +166.0 +1185.7% $286.36 -28.9%
495 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 6,659.0 $52K 0.00% +2K +33.9% $7.74 +4.1%
496 SPSM SPDR SERIES TRUST 891.0 $51K 0.00% +809.0 +986.6% $57.67 -0.4%
497 VEEV VEEVA SYS INC Healthcare 288.0 $51K 0.00% +32.0 +12.5% $177.47 +36.8%
498 GEF GREIF INC Consumer Cyclical 686.0 $51K 0.00% +24.0 +3.6% $74.49 +16.5%
499 TYL TYLER TECHNOLOGIES INC Technology 172.0 $50K 0.00% +3.0 +1.8% $292.46 +13.6%
500 CHRD CHORD ENERGY CORPORATION Energy 437.0 $50K 0.00% +58.0 +15.3% $114.19 +26.0%
Page 25 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%