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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 30 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 Z ZILLOW GROUP INC Communication Services 544.0 $17K +158.0 +40.9% $31.52 +9.7%
582 RNG RINGCENTRAL INC Technology 422.0 $16K +179.0 +73.7% $38.96 +67.3%
583 FENI FIDELITY COVINGTON TRUST 407.0 $16K +345.0 +556.5% $40.13 +3.1%
584 USLM UNITED STS LIME & MINERALS I Basic Materials 151.0 $16K +49.0 +48.0% $104.67 +12.7%
585 S SENTINELONE INC Technology 900.0 $15K +811.0 +911.2% $16.97 +32.5%
586 IXP ISHARES TR 135.0 $15K +1.0 +0.8% $112.59 +2.6%
587 VOOG VANGUARD ADMIRAL FDS INC 181.0 $15K +179.0 +8950.0% $82.40 +1.9%
588 MBC MASTERBRAND INC Consumer Cyclical 1,439.0 $15K +1K +859.3% $10.29 -14.0%
589 MNDY MONDAY COM LTD Technology 198.0 $14K +7.0 +3.7% $72.39 +21.6%
590 VSAT VIASAT INC Technology 159.0 $14K +158.0 +10000.0% $89.81 -15.3%
591 VIAV VIAVI SOLUTIONS INC Technology 291.0 $14K +260.0 +838.7% $47.75 -13.4%
592 ESS ESSEX PPTY TR INC Real Estate 47.0 $14K +8.0 +20.5% $291.89 -2.8%
593 MILLROSE PPTYS INC 451.0 $14K +3.0 +0.7% $30.05
594 BKLN INVESCO EXCH TRADED FD TR II 659.0 $13K +609.0 +1218.0% $20.37 +0.8%
595 GROY GOLD ROYALTY CORP Basic Materials 4,818.0 $13K +2K +60.6% $2.76 +13.4%
596 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 34.0 $13K +20.0 +142.9% $380.38 -23.0%
597 EZU ISHARES INC 182.0 $13K +90.0 +97.8% $69.50 +2.3%
598 FXN FIRST TR EXCHANGE-TRADED FD 623.0 $13K +4.0 +0.7% $20.24 +15.4%
599 HALO HALOZYME THERAPEUTICS INC Healthcare 158.0 $12K +117.0 +285.4% $78.27 +34.0%
600 ELF E L F BEAUTY INC Consumer Defensive 166.0 $12K +33.0 +24.8% $74.00 +25.0%
Page 30 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%