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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 14 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 FR FIRST INDL RLTY TR INC Real Estate 15 $859.0 SOLD
262 LCII LCI INDS Consumer Cyclical 7 $849.0 SOLD
263 SKY CHAMPION HOMES INC Consumer Cyclical 10 $845.0 SOLD
264 SLG SL GREEN RLTY CORP Real Estate 18 $826.0 SOLD
265 KRC KILROY RLTY CORP Real Estate 22 $822.0 SOLD
266 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 13 $815.0 SOLD
267 XYLD GLOBAL X FDS 20 $813.0 SOLD
268 NAIL DBX ETF TR 16 $804.0 SOLD
269 SWBI SMITH & WESSON BRANDS INC Industrials 81 $799.0 SOLD
270 HGTY HAGERTY INC Financial Services 58 $780.0 SOLD
271 PAL PROFICIENT AUTO LOGISTICS IN Industrials 80 $771.0 SOLD
272 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 54 $767.0 SOLD
273 IIPR INNOVATIVE INDL PPTYS INC Real Estate 16 $758.0 SOLD
274 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 87 $740.0 SOLD
275 AGRO ADECOAGRO S A Consumer Defensive 92 $730.0 SOLD
276 DEI DOUGLAS EMMETT INC Real Estate 63 $693.0 SOLD
277 AHCO ADAPTHEALTH CORP Healthcare 69 $687.0 SOLD
278 KWR QUAKER HOUGHTON Basic Materials 5 $687.0 SOLD
279 NEU NEWMARKET CORP Basic Materials 1 $687.0 SOLD
280 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 30 $678.0 SOLD
Page 14 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%