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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 13 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
241 LI LI AUTO INC Consumer Cyclical 63 $1K SOLD
242 OLED UNIVERSAL DISPLAY CORP Technology 9 $1K SOLD
243 ONEQ FIDELITY COMWLTH TR 11 $1K SOLD
244 CRSR CORSAIR GAMING INC Technology 175 $1K SOLD
245 KRYS KRYSTAL BIOTECH INC Healthcare 4 $986.0 SOLD
246 STNG SCORPIO TANKERS INC Energy 19 $966.0 SOLD
247 CLVT CLARIVATE PLC Technology 288 $962.0 SOLD
248 EMD WESTERN ASSET EMERGING MKTS Financial Services 90 $957.0 SOLD
249 LOAR LOAR HOLDINGS INC Industrials 14 $952.0 SOLD
250 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 35 $951.0 SOLD
251 EDD MORGAN STANLEY EMERGING MKTS Financial Services 175 $950.0 SOLD
252 ARRY ARRAY TECHNOLOGIES INC Energy 102 $940.0 SOLD
253 PFLT PENNANTPARK FLOATING RATE CA Financial Services 100 $927.0 SOLD
254 CLNE CLEAN ENERGY FUELS CORP Energy 430 $904.0 SOLD
255 REM ISHARES TR 40 $887.0 SOLD
256 BBEU J P MORGAN EXCHANGE TRADED F 12 $880.0 SOLD
257 OXLC OXFORD LANE CAP CORP Financial Services 60 $878.0 SOLD
258 CONFLUENT INC 29 $877.0 SOLD
259 SKT TANGER INC Real Estate 26 $868.0 SOLD
260 PEX PROSHARES TR 35 $865.0 SOLD
Page 13 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%