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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 9 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PBR PETROLEO BRASILEIRO S A Energy 37,735.0 $610K 0.01% +11K +39.5% $16.16 +12.5%
162 IWB ISHARES TR 1,485.0 $608K 0.01% +221.0 +17.5% $409.54 +2.6%
163 ING ING GROEP N.V. Financial Services 19,361.0 $608K 0.01% +7K +56.5% $31.38 +13.0%
164 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,579.0 $606K 0.01% +3K +93.6% $92.10 -1.5%
165 KSA ISHARES TR 16,140.0 $602K 0.01% +7K +74.8% $37.31 +2.0%
166 GNTX GENTEX CORP Consumer Cyclical 23,417.0 $592K 0.01% +9K +65.2% $25.27 -6.3%
167 ELAN ELANCO ANIMAL HEALTH INC Healthcare 23,981.0 $590K 0.01% +22K +1468.4% $24.61 -4.0%
168 MDU MDU RES GROUP INC Industrials 27,560.0 $585K 0.01% +1K +5.5% $21.21 -3.6%
169 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,160.0 $582K 0.01% +629.0 +13.9% $112.73 +11.3%
170 AXON AXON ENTERPRISE INC Industrials 1,038.0 $582K 0.01% +415.0 +66.6% $560.34 +10.6%
171 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,075.0 $579K 0.01% +2K +361.0% $188.33 -23.2%
172 SHOP SHOPIFY INC Technology 4,975.0 $568K 0.01% +1K +31.0% $114.17 +28.4%
173 FDX FEDEX CORP Industrials 1,811.0 $567K 0.01% +1K +238.5% $313.20 +4.8%
174 AEM AGNICO EAGLE MINES LTD Basic Materials 3,641.0 $565K 0.01% +101.0 +2.9% $155.15 +20.4%
175 GTX GARRETT MOTION INC Consumer Cyclical 15,527.0 $563K 0.01% +3K +19.7% $36.23 -23.0%
176 MGNI MAGNITE INC Communication Services 29,638.0 $563K 0.01% +2K +7.9% $18.98 +29.2%
177 TER TERADYNE INC Technology 1,158.0 $560K 0.01% +518.0 +80.9% $483.84 -16.4%
178 XLI SELECT SECTOR SPDR TR 3,023.0 $560K 0.01% +1K +62.3% $185.24 -0.9%
179 YUM YUM BRANDS INC Consumer Cyclical 3,494.0 $559K 0.01% +22.0 +0.6% $159.87 -9.4%
180 SOXX ISHARES TR 853.0 $547K 0.01% +677.0 +384.7% $640.76 -17.1%
Page 9 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%