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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 28 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BN BROOKFIELD CORP Financial Services 667.0 $28K +99.0 +17.4% $42.59 -1.1%
542 PRGS PROGRESS SOFTWARE CORP Technology 821.0 $28K +45.0 +5.8% $33.59 +28.7%
543 FOUR SHIFT4 PMTS INC Technology 563.0 $27K +121.0 +27.4% $48.64 -4.0%
544 VYX NCR VOYIX CORPORATION Technology 3,319.0 $27K +23.0 +0.7% $8.17 -7.2%
545 DSX DIANA SHIPPING INC Industrials 12,839.0 $27K +8K +159.0% $2.10 +26.2%
546 LINE LINEAGE INC Real Estate 615.0 $27K +231.0 +60.2% $43.25 -4.3%
547 ULST SSGA ACTIVE ETF TR 655.0 $26K +149.0 +29.4% $40.43 -0.2%
548 HYLB DBX ETF TR 714.0 $26K +41.0 +6.1% $36.52 -0.6%
549 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 1,273.0 $26K +33.0 +2.7% $20.19 +5.7%
550 SPYM SPDR SERIES TRUST 286.0 $25K +141.0 +97.2% $87.88 +2.8%
551 TGS TRANSPORTADORA DE GAS DEL SU Energy 826.0 $25K +797.0 +2748.3% $29.73 -6.9%
552 LSTR LANDSTAR SYS INC Industrials 118.0 $24K +6.0 +5.4% $206.81 -10.0%
553 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 790.0 $24K +122.0 +18.3% $30.59 +22.4%
554 AVAV AEROVIRONMENT INC Industrials 146.0 $24K +10.0 +7.3% $165.07 +5.5%
555 OKLO OKLO INC Utilities 460.0 $24K +204.0 +79.7% $52.33 -21.0%
556 AAL AMERICAN AIRLINES GROUP INC Industrials 1,262.0 $23K +843.0 +201.2% $18.07 -22.2%
557 BEN FRANKLIN RESOURCES INC Financial Services 679.0 $23K +494.0 +267.0% $33.27 +2.2%
558 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,058.0 $22K +371.0 +54.0% $21.11 -16.6%
559 KOP KOPPERS HOLDINGS INC Basic Materials 488.0 $22K +16.0 +3.4% $44.90 +1.2%
560 TEM TEMPUS AI INC Healthcare 378.0 $22K +78.0 +26.0% $57.93 -14.8%
Page 28 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%