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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 19 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
361 JMST J P MORGAN EXCHANGE TRADED F 4 $204.0 SOLD
362 XMTR XOMETRY INC Industrials 3 $200.0 SOLD
363 AMZA ETFIS SER TR I 5 $198.0 SOLD
364 CNDT CONDUENT INC Technology 100 $192.0 SOLD
365 RDW REDWIRE CORPORATION Industrials 24 $185.0 SOLD
366 SPIRE GLOBAL INC 23 $176.0 SOLD
367 SATL SATELLOGIC INC Technology 87 $162.0 SOLD
368 MDIV FIRST TR EXCHANGE TRADED FD 10 $157.0 SOLD
369 GNL GLOBAL NET LEASE INC Real Estate 16 $138.0 SOLD
370 RENX ENTERPRISES CORP 700 $133.0 SOLD
371 WB WEIBO CORP Communication Services 13 $133.0 SOLD
372 EMBC EMBECTA CORP Healthcare 11 $131.0 SOLD
373 AQN ALGONQUIN PWR UTILS CORP Utilities 21 $129.0 SOLD
374 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 6 $129.0 SOLD
375 FNDA SCHWAB STRATEGIC TR 4 $126.0 SOLD
376 BANK AMERICA CORP $125.0 SOLD
377 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 3 $118.0 SOLD
378 USAC USA COMPRESSION PARTNERS LP Energy 5 $115.0 SOLD
379 ETHA ISHARES ETHEREUM TR Financial Services 5 $112.0 SOLD
380 VEON LTD 2 $105.0 SOLD
Page 19 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%