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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 11 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 SPH SUBURBAN PROPANE PARTNERS L Utilities 115 $2K SOLD
202 TIGR UP FINTECH HLDG LTD Financial Services 221 $2K SOLD
203 DX DYNEX CAP INC Real Estate 150 $2K SOLD
204 KBWY INVESCO EXCH TRADED FD TR II 130 $2K SOLD
205 FINV FINVOLUTION GROUP Financial Services 371 $2K SOLD
206 SDIV GLOBAL X FDS 80 $2K SOLD
207 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 45 $2K SOLD
208 SRET GLOBAL X FDS 83 $2K SOLD
209 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 201 $2K SOLD
210 PBA PEMBINA PIPELINE CORP Energy 45 $2K SOLD
211 EFC ELLINGTON FINANCIAL INC Real Estate 125 $2K SOLD
212 ARKX ARK ETF TR 55 $2K SOLD
213 SCM STELLUS CAP INVT CORP Financial Services 125 $2K SOLD
214 MORT VANECK ETF TRUST 150 $2K SOLD
215 NUGT DIREXION SHS ETF TR 8 $1K SOLD
216 AGILON HEALTH INC 2,173 $1K SOLD
217 CUK CARNIVAL PLC Consumer Cyclical 49 $1K SOLD
218 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 60 $1K SOLD
219 CIM CHIMERA INVT CORP Real Estate 116 $1K SOLD
220 PDS PRECISION DRILLING CORP Energy 20 $1K SOLD
Page 11 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%