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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 8 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAML PROFESIONALLY MANAGED PORTFO 297.0 $12K NEW $40.01 +2.2%
142 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 271.0 $12K NEW $43.75 -1.8%
143 IYH ISHARES TR 175.0 $12K NEW $67.01 +7.0%
144 BBIO BRIDGEBIO PHARMA INC Healthcare 155.0 $12K NEW $74.48 +11.4%
145 PARR PAR PAC HOLDINGS INC Energy 200.0 $11K NEW $56.08 +43.6%
146 TAN INVESCO EXCH TRADED FD TR II 188.0 $11K NEW $59.15 -15.7%
147 SLX VANECK ETF TRUST 105.0 $10K NEW $98.41 +8.4%
148 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 226.0 $10K NEW $44.42 +10.7%
149 HUN HUNTSMAN CORP Basic Materials 932.0 $10K NEW $10.62 -5.4%
150 DVYA ISHARES INC 200.0 $9K NEW $47.30 +8.5%
151 USSE SEGALL BRYANT & HAMILL TR 231.0 $9K NEW $40.35 +2.0%
152 AGL AGILON HEALTH INC Healthcare 86.0 $9K NEW $107.17 -11.0%
153 TTAN SERVICETITAN INC Technology 130.0 $9K NEW $70.71 +28.9%
154 GDV GABELLI DIVID & INCOME TR Financial Services 300.0 $9K NEW $29.40 +3.6%
155 NBIE NEUBERGER BERMAN ETF TRUST 327.0 $9K NEW $26.30 +3.9%
156 KOS KOSMOS ENERGY LTD Energy 4,000.0 $8K NEW $2.11 +29.9%
157 SEIQ SEI EXCHANGE TRADED FUNDS 206.0 $8K NEW $39.41 +5.6%
158 VWOB VANGUARD WHITEHALL FDS 119.0 $8K NEW $67.32 -2.2%
159 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 249.0 $7K NEW $29.98 +1.4%
160 XSVM INVESCO EXCHANGE TRADED FD T 107.0 $7K NEW $69.59 +1.7%
Page 8 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%