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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 10 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 SCD LMP CAP & INCOME FD INC Financial Services 210 $3K SOLD
182 IYG ISHARES TR 33 $3K SOLD
183 PSK SPDR SERIES TRUST 95 $3K SOLD
184 WD WALKER & DUNLOP INC Financial Services 50 $3K SOLD
185 M MACYS INC Consumer Cyclical 122 $3K SOLD
186 MGEE MGE ENERGY INC Utilities 34 $3K SOLD
187 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 525 $3K SOLD
188 HAUZ DBX ETF TR 112 $3K SOLD
189 XRT SPDR SERIES TRUST 30 $3K SOLD
190 OTTR OTTER TAIL CORP Utilities 31 $3K SOLD
191 BIZD VANECK ETF TRUST 175 $2K SOLD
192 BLACKROCK MUN INCOME TR 247 $2K SOLD
193 IGV ISHARES TR 23 $2K SOLD
194 CPF CENTRAL PAC FINL CORP Financial Services 78 $2K SOLD
195 SOHU SOHU COM LTD Technology 150 $2K SOLD
196 NFRA FLEXSHARES TR 38 $2K SOLD
197 RITM RITHM CAPITAL CORP Real Estate 210 $2K SOLD
198 SEALED AIR CORP NEW 55 $2K SOLD
199 HIW HIGHWOODS PPTYS INC Real Estate 84 $2K SOLD
200 HTHT H WORLD GROUP LTD Consumer Cyclical 46 $2K SOLD
Page 10 of 20  ·  390 positions
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%