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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 26 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GABC GERMAN AMERN BANCORP INC Financial Services 1,049.0 $50K 0.00% +803.0 +326.4% $47.46 +7.3%
502 IVZ INVESCO LTD Financial Services 1,843.0 $49K 0.00% +1K +168.7% $26.39 +22.7%
503 VMC VULCAN MATLS CO Basic Materials 162.0 $48K 0.00% +41.0 +33.9% $295.20 -8.0%
504 TS TENARIS S A Energy 847.0 $47K +116.0 +15.9% $55.49 -4.6%
505 SCI SERVICE CORP INTL Consumer Cyclical 594.0 $45K +107.0 +22.0% $75.96 +8.4%
506 SPTL SPDR SERIES TRUST 1,700.0 $45K +126.0 +8.0% $26.23 -4.8%
507 IBDS ISHARES TR 1,840.0 $45K +1K +135.9% $24.22 -0.1%
508 YETI YETI HLDGS INC Consumer Cyclical 892.0 $44K +260.0 +41.1% $49.56 -12.8%
509 TTMI TTM TECHNOLOGIES INC Technology 235.0 $44K +14.0 +6.3% $187.02 -32.8%
510 ISMD NORTHERN LTS FD TR IV 864.0 $43K +52.0 +6.4% $50.00 -0.7%
511 FLCA FRANKLIN TEMPLETON ETF TR 834.0 $43K +8.0 +1.0% $51.47 +6.6%
512 DAR DARLING INGREDIENTS INC Consumer Defensive 783.0 $43K +27.0 +3.6% $54.62 +25.1%
513 PAA PLAINS ALL AMERN PIPELINE L Energy 1,910.0 $43K +560.0 +41.5% $22.26 +8.7%
514 HOPE HOPE BANCORP INC Financial Services 3,079.0 $42K +163.0 +5.6% $13.68 +4.1%
515 LULU LULULEMON ATHLETICA INC Consumer Cyclical 360.0 $41K +271.0 +304.5% $114.19 +4.2%
516 USMV ISHARES TR 423.0 $41K +22.0 +5.5% $96.48 +4.2%
517 TECHNIPFMC PLC 615.0 $41K +47.0 +8.3% $66.30
518 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 515.0 $40K +272.0 +111.9% $77.89 -9.2%
519 EWJ ISHARES INC 419.0 $39K +46.0 +12.3% $93.27 +2.3%
520 THC TENET HEALTHCARE CORP Healthcare 207.0 $39K +31.0 +17.6% $187.08 +44.4%
Page 26 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%