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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 16 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 PFFA ETFIS SER TR I 25 $539.0 SOLD
302 ULCC FRONTIER GROUP HLDGS INC Industrials 112 $528.0 SOLD
303 ACLX ARCELLX INC Healthcare 8 $522.0 SOLD
304 BGS B & G FOODS INC NEW Consumer Defensive 120 $516.0 SOLD
305 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 80 $516.0 SOLD
306 BRZE BRAZE INC Technology 15 $514.0 SOLD
307 XRX XEROX HOLDINGS CORP Technology 217 $514.0 SOLD
308 LIFE360 INC 8 $513.0 SOLD
309 SOLENO THERAPEUTICS INC 11 $509.0 SOLD
310 CPK CHESAPEAKE UTILS CORP Utilities 4 $499.0 SOLD
311 RWT REDWOOD TRUST INC Real Estate 90 $498.0 SOLD
312 RRR RED ROCK RESORTS INC Consumer Cyclical 8 $496.0 SOLD
313 PAYO PAYONEER GLOBAL INC Technology 86 $483.0 SOLD
314 MCW MISTER CAR WASH INC Consumer Cyclical 86 $478.0 SOLD
315 PHR PHREESIA INC Healthcare 28 $474.0 SOLD
316 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 9 $467.0 SOLD
317 CRK COMSTOCK RES INC Energy 20 $464.0 SOLD
318 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 55 $463.0 SOLD
319 SAR SARATOGA INVT CORP Financial Services 20 $461.0 SOLD
320 ECC EAGLE POINT CREDIT COMPANY I Financial Services 80 $461.0 SOLD
Page 16 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%