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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 17 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 ROG ROGERS CORP Technology 5 $458.0 SOLD
322 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 21 $456.0 SOLD
323 BKSY BLACKSKY TECHNOLOGY INC Technology 24 $452.0 SOLD
324 CACC CREDIT ACCEP CORP MICH Financial Services 1 $443.0 SOLD
325 ITRN ITURAN LOCATION AND CONTROL Technology 10 $430.0 SOLD
326 GPOR GULFPORT ENERGY CORP Energy 2 $416.0 SOLD
327 CSAN COSAN S A Energy 105 $415.0 SOLD
328 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5 $405.0 SOLD
329 NUVL NUVALENT INC Healthcare 4 $402.0 SOLD
330 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 32 $396.0 SOLD
331 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 10 $392.0 SOLD
332 SRPT SAREPTA THERAPEUTICS INC Healthcare 18 $387.0 SOLD
333 GNT GAMCO NAT RES GOLD & INCOME Financial Services 50 $373.0 SOLD
334 CALX CALIX INC Technology 7 $371.0 SOLD
335 GSHD GOOSEHEAD INS INC Financial Services 5 $368.0 SOLD
336 FRHC FREEDOM HLDG CORP NEV Financial Services 3 $365.0 SOLD
337 CRC CALIFORNIA RES CORP Energy 8 $358.0 SOLD
338 RDNT RADNET INC Healthcare 5 $357.0 SOLD
339 PRAA PRA GROUP INC Financial Services 20 $354.0 SOLD
340 APLS APELLIS PHARMACEUTICALS INC Healthcare 14 $352.0 SOLD
Page 17 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%