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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 6 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IDV ISHARES TR 600.0 $25K NEW $41.43 +7.7%
102 SCHJ SCHWAB STRATEGIC TR 1,005.0 $25K NEW $24.66 -0.5%
103 VANGUARD MALVERN FDS 324.0 $25K NEW $76.34
104 SPBO SPDR SERIES TRUST 851.0 $25K NEW $29.04 -2.3%
105 CVLG COVENANT LOGISTICS GROUP INC Industrials 518.0 $23K NEW $44.18 -22.2%
106 BV FINL INC 1,070.0 $23K NEW $21.18
107 FFTY CAPITAL-FORCE ETF TR 515.0 $22K NEW $43.55 -14.5%
108 BROS DUTCH BROS INC Consumer Cyclical 305.0 $22K NEW $71.81 -32.2%
109 JSI JANUS DETROIT STR TR 409.0 $21K NEW $51.21 -0.2%
110 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 272.0 $20K NEW $74.81 +6.7%
111 FLRN SPDR SERIES TRUST 650.0 $20K NEW $30.85 -0.2%
112 FIRST TR EXCH TRADED FD III 266.0 $20K NEW $73.81
113 SEIM SEI EXCHANGE TRADED FUNDS 342.0 $19K NEW $56.15 -2.2%
114 IBCA ISHARES TR 729.0 $19K NEW $25.61 -2.4%
115 IBDZ ISHARES TR 714.0 $19K NEW $26.05 -2.0%
116 RSPA INVESCO ACTIVELY MANAGED EXC 343.0 $18K NEW $53.35 +2.5%
117 RLY SSGA ACTIVE ETF TR 530.0 $18K NEW $34.48 +7.3%
118 BKU BANKUNITED INC Financial Services 372.0 $18K NEW $48.45 -1.7%
119 AVNM AMERICAN CENTY ETF TR 218.0 $18K NEW $82.38 +2.4%
120 IAI ISHARES TR 100.0 $18K NEW $175.33 +8.8%
Page 6 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%