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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 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RUN SUNRUN INC Energy 26.0 $348.0 NEW $13.38 -30.1%
282 CNRG SPDR SERIES TRUST 3.0 $340.0 NEW $113.33 -19.0%
283 HTZ HERTZ GLOBAL HLDGS INC Industrials 111.0 $251.0 NEW $2.26 -8.9%
284 ICLN ISHARES TR 10.0 $205.0 NEW $20.50 -13.7%
285 DK DELEK US HLDGS INC NEW Energy 4.0 $203.0 NEW $50.75 +32.5%
286 MCB METROPOLITAN BK HLDG CORP Financial Services 2.0 $198.0 NEW $99.00 -6.2%
287 AAOI APPLIED OPTOELECTRONICS INC Technology 1.0 $148.0 NEW $148.00 -9.5%
288 SOLESENCE INC 200.0 $147.0 NEW $0.73
289 ERTH INVESCO EXCHANGE TRADED FD T 3.0 $143.0 NEW $47.67 -2.3%
290 CURI CURIOSITYSTREAM INC Communication Services 53.0 $141.0 NEW $2.66 +6.2%
291 ACES ALPS ETF TR 3.0 $106.0 NEW $35.33 -12.1%
292 FIRY INC 8.0 $81.0 NEW $10.12
293 GDRX GOODRX HLDGS INC Healthcare 25.0 $72.0 NEW $2.88 +30.0%
294 RENX RENX ENTERPRISES CORP Real Estate 35.0 $66.0 NEW $1.89 +0.8%
295 FDLO FIDELITY COVINGTON TRUST 1.0 $63.0 NEW $63.00 +15.3%
296 FATHOM HOLDINGS INC 62.0 $63.0 NEW $1.02
297 XOS INC 19.0 $57.0 NEW $3.00
298 INSEEGO CORP 5.0 $52.0 NEW $10.40
299 LAKEWOOD-AMEDEX BIOTHERAPEUT 11.0 $35.0 NEW $3.18
300 BITO PROSHARES TR 4.0 $32.0 NEW $8.00 +9.3%
Page 15 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%