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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 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FEDERATED HERMES INC 6,829.0 $377K 0.00% -223.0 -3.2% $55.22
282 SANM SANMINA CORP Technology 1,489.0 $377K 0.00% -417.0 -21.9% $253.12 -23.1%
283 XEL XCEL ENERGY INC Utilities 4,639.0 $372K 0.00% -4K -43.5% $80.29 -1.1%
284 MCO MOODYS CORP Financial Services 816.0 $370K 0.00% -118.0 -12.6% $452.94 +9.7%
285 XLC SELECT SECTOR SPDR TR 3,444.0 $369K 0.00% -1K -25.1% $107.13 +3.9%
286 KB KB FINL GROUP INC Financial Services 3,507.0 $368K 0.00% -5K -56.4% $104.96 +10.6%
287 CME CME GROUP INC Financial Services 1,661.0 $367K 0.00% -832.0 -33.4% $220.76 +20.9%
288 FANG DIAMONDBACK ENERGY INC Energy 2,073.0 $364K 0.00% -223.0 -9.7% $175.78 +18.6%
289 GD GENERAL DYNAMICS CORP Industrials 1,027.0 $364K 0.00% -1K -54.7% $354.35 +10.7%
290 CASY CASEYS GEN STORES INC Consumer Cyclical 457.0 $363K 0.00% -102.0 -18.2% $794.79 +5.2%
291 CARR CARRIER GLOBAL CORPORATION Industrials 4,932.0 $362K 0.00% -1K -22.0% $73.34 -16.6%
292 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,032.0 $361K 0.00% -306.0 -22.9% $350.23 -8.8%
293 NKE NIKE INC Consumer Cyclical 8,801.0 $361K 0.00% -5K -38.2% $41.05 -0.0%
294 BLK BLACKROCK INC Financial Services 375.0 $361K 0.00% -610.0 -61.9% $961.42 +20.5%
295 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 511.0 $359K 0.00% -591.0 -53.6% $703.33 -0.1%
296 DOC HEALTHPEAK PROPERTIES INC Real Estate 16,744.0 $358K 0.00% -6K -27.5% $21.40 -3.0%
297 SPOT SPOTIFY TECHNOLOGY S A Communication Services 780.0 $358K 0.00% -413.0 -34.6% $459.14 +16.2%
298 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,240.0 $356K 0.00% -1K -25.2% $109.75 +0.1%
299 DOW DOW HLDGS INC Basic Materials 12,986.0 $355K 0.00% -5K -27.0% $27.36 +16.1%
300 NVO NOVO-NORDISK A S Healthcare 7,262.0 $348K 0.00% -3K -31.1% $47.94 -3.0%
Page 15 of 54  ·  1,076 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%