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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 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPIB SPDR SERIES TRUST 41.0 $1K NEW $33.46 -1.0%
242 SONO SONOS INC Technology 100.0 $1K NEW $13.53 +17.9%
243 BTDR BITDEER TECHNOLOGIES GROUP Technology 83.0 $1K NEW $15.87 -44.5%
244 FLGT FULGENT GENETICS INC Healthcare 63.0 $1K NEW $20.52 -9.8%
245 SNDR SCHNEIDER NATIONAL INC Industrials 34.0 $1K NEW $36.53 -2.8%
246 RXRX RECURSION PHARMACEUTICALS IN Healthcare 324.0 $1K NEW $3.67 -18.3%
247 OMFS INVESCO EXCH TRD SLF IDX FD 22.0 $1K NEW $53.32 -0.0%
248 PSIX POWER SOLUTIONS INTL INC Industrials 30.0 $1K NEW $38.90 -4.0%
249 SMG SCOTTS MIRACLE-GRO CO Basic Materials 17.0 $1K NEW $68.12 -12.1%
250 AOK ISHARES TR 27.0 $1K NEW $41.48 -0.5%
251 DOCN DIGITALOCEAN HLDGS INC Technology 7.0 $1K NEW $157.00 -21.3%
252 FMF FIRST TR EXCHANGE-TRADED FD 21.0 $1K NEW $50.33 +0.8%
253 NOV NOV INC Energy 57.0 $1K NEW $18.54 +13.9%
254 EQPT EQUIPMENTSHARE COM INC Industrials 50.0 $983.0 NEW $19.66 -0.2%
255 GPGI GPGI INC Industrials 56.0 $888.0 NEW $15.86 -20.5%
256 HERTZ GLOBAL HLDGS INC 794.0 $865.0 NEW $1.09
257 XCEM COLUMBIA ETF TR II 16.0 $846.0 NEW $52.88 -6.3%
258 PCT PURECYCLE TECHNOLOGIES INC Industrials 104.0 $843.0 NEW $8.11 -14.9%
259 BLES NORTHERN LTS FD TR IV 17.0 $812.0 NEW $47.76 +3.7%
260 AGX ARGAN INC Industrials 1.0 $799.0 NEW $799.00 -29.8%
Page 13 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%