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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 5 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISHARES TR 1,450.0 $40K NEW $27.34
82 ISHARES TR 1,457.0 $39K NEW $27.05
83 CDLR CADELER A S Industrials 1,792.0 $39K NEW $21.91 +6.4%
84 RING ISHARES INC 599.0 $39K NEW $64.60 +20.3%
85 SCMB SCHWAB STRATEGIC TR 1,459.0 $38K NEW $25.82 -2.1%
86 ISHARES TR 1,630.0 $37K NEW $22.89
87 QLTY GMO ETF TRUST 831.0 $35K NEW $41.62 +2.7%
88 KEN KENON HLDGS LTD Utilities 503.0 $34K NEW $66.86 -4.1%
89 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 884.0 $33K NEW $37.76 +9.2%
90 CRS CARPENTER TECHNOLOGY CORP Industrials 54.0 $33K NEW $616.96 -13.8%
91 SNDA SONIDA SENIOR LIVING INC Healthcare 772.0 $31K NEW $40.80 -0.8%
92 SEI EXCHANGE TRADED FUNDS 1,250.0 $31K NEW $25.17
93 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 811.0 $31K NEW $37.98 -0.4%
94 NAYAX LTD 457.0 $30K NEW $65.51
95 FLCB FRANKLIN TEMPLETON ETF TR 1,396.0 $30K NEW $21.40 -1.6%
96 VOYG VOYAGER TECHNOLOGIES INC Industrials 923.0 $30K NEW $32.25 +31.0%
97 FLIA FRANKLIN TEMPLETON ETF TR 1,402.0 $29K NEW $20.49 -1.0%
98 POWI POWER INTEGRATIONS INC Technology 332.0 $28K NEW $83.76 -30.0%
99 FV FIRST TR EXCHANGE TRADED FD 357.0 $27K NEW $75.88 -3.8%
100 AIPO TIDAL TRUST II 802.0 $27K NEW $33.41 -11.3%
Page 5 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%