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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 9 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDLN MEDLINE INC Healthcare 187.0 $7K NEW $39.44 -13.5%
162 CGAU CENTERRA GOLD INC Basic Materials 463.0 $7K NEW $15.86 +34.2%
163 GH GUARDANT HEALTH INC Healthcare 46.0 $7K NEW $150.02 +6.7%
164 AGIX KRANESHARES TRUST 146.0 $7K NEW $46.89 -4.4%
165 EWU ISHARES TR 147.0 $7K NEW $46.14 +4.4%
166 TMP TOMPKINS FINL CORP Financial Services 70.0 $7K NEW $94.51 +6.1%
167 EPP ISHARES INC 124.0 $7K NEW $53.26 +7.0%
168 SLYG SPDR SERIES TRUST 55.0 $7K NEW $119.33 -2.0%
169 XMHQ INVESCO EXCHANGE TRADED FD T 58.0 $7K NEW $112.88 +5.0%
170 PBF PBF ENERGY INC Energy 137.0 $6K NEW $45.52 +65.2%
171 FLY FIREFLY AEROSPACE INC Industrials 210.0 $6K NEW $29.40 -11.1%
172 IREN IREN LIMITED Financial Services 135.0 $6K NEW $45.73 -8.2%
173 SPMB SPDR SERIES TRUST 275.0 $6K NEW $22.30 -1.4%
174 THOMSON REUTERS CORP 74.0 $6K NEW $81.68
175 PFXF VANECK ETF TRUST 332.0 $6K NEW $17.84 +0.8%
176 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 400.0 $6K NEW $14.76 -11.2%
177 IMMUNITYBIO INC 668.0 $6K NEW $8.75
178 EFAV ISHARES TR 67.0 $6K NEW $87.06 +6.9%
179 COGT COGENT BIOSCIENCES INC Healthcare 133.0 $5K NEW $38.70 -3.4%
180 WSBC WESBANCO INC Financial Services 130.0 $5K NEW $39.03 +8.1%
Page 9 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%