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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 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FSLY FASTLY INC Technology 42.0 $771.0 NEW $18.36 +45.3%
262 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 166.0 $767.0 NEW $4.62 -25.8%
263 CART MAPLEBEAR INC Consumer Cyclical 16.0 $758.0 NEW $47.38 +4.9%
264 BTBT BIT DIGITAL INC Financial Services 385.0 $693.0 NEW $1.80 -17.5%
265 BOC BOSTON OMAHA CORP Communication Services 50.0 $682.0 NEW $13.64 +0.7%
266 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 100.0 $666.0 NEW $6.66 -23.1%
267 MARA MARA HOLDINGS INC Financial Services 47.0 $653.0 NEW $13.89 -33.1%
268 TNET TRINET GROUP INC Industrials 12.0 $594.0 NEW $49.50 +39.9%
269 SCHH SCHWAB STRATEGIC TR 25.0 $592.0 NEW $23.68 +1.4%
270 VITL VITAL FARMS INC Consumer Defensive 50.0 $582.0 NEW $11.64 -4.3%
271 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1.0 $537.0 NEW $537.00 -1.8%
272 FIVN FIVE9 INC Technology 25.0 $533.0 NEW $21.32 +54.0%
273 LTBR LIGHTBRIDGE CORP Industrials 59.0 $519.0 NEW $8.80 -9.6%
274 ACHR ARCHER AVIATION INC Industrials 100.0 $473.0 NEW $4.73 +33.1%
275 VSEC VSE CORP Industrials 2.0 $457.0 NEW $228.50 +3.8%
276 DOMO DOMO INC Technology 143.0 $448.0 NEW $3.13 +19.9%
277 JCPB J P MORGAN EXCHANGE TRADED F 9.0 $424.0 NEW $47.11 -2.1%
278 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 107.0 $389.0 NEW $3.64 -19.5%
279 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5.0 $365.0 NEW $73.00 +9.6%
280 LSF LAIRD SUPERFOOD INC Consumer Defensive 75.0 $353.0 NEW $4.71 -5.7%
Page 14 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%