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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 20 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NTRS NORTHERN TR CORP Financial Services 1,252.0 $218K 0.00% -393.0 -23.9% $173.87 +5.8%
382 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,749.0 $215K 0.00% -79.0 -4.3% $123.08 +31.0%
383 WY WEYERHAEUSER CO Real Estate 8,928.0 $214K 0.00% -884.0 -9.0% $23.94 +2.0%
384 FAST FASTENAL CO Industrials 4,444.0 $213K 0.00% -3K -42.2% $48.03 +6.7%
385 VALE VALE S A Basic Materials 14,157.0 $213K 0.00% -1K -6.8% $15.04 -3.0%
386 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 7,162.0 $210K 0.00% -1K -13.0% $29.29 +21.1%
387 TM TOYOTA MOTOR CORP Consumer Cyclical 1,237.0 $208K 0.00% -3K -68.8% $168.36 +17.2%
388 EQIX EQUINIX INC Real Estate 199.0 $207K 0.00% -720.0 -78.3% $1040.75 +2.4%
389 RB GLOBAL INC 1,774.0 $207K 0.00% -245.0 -12.1% $116.42
390 SIMO SILICON MOTION TECHNOLOGY CO Technology 618.0 $206K 0.00% -1K -67.3% $333.06 -22.4%
391 IDA IDACORP INC Utilities 1,340.0 $203K 0.00% -83.0 -5.8% $151.26 -9.3%
392 DFUV DIMENSIONAL ETF TRUST 3,675.0 $202K 0.00% -41K -91.8% $55.01 +4.4%
393 VT VANGUARD INTL EQUITY INDEX F 1,270.0 $199K 0.00% -5K -80.4% $157.00 +2.4%
394 BBD BANCO BRADESCO S A Financial Services 55,742.0 $193K 0.00% -29K -34.0% $3.47 -10.4%
395 INNOVATOR ETFS TRUST 6,191.0 $192K 0.00% -491.0 -7.3% $31.08
396 DG DOLLAR GEN CORP Consumer Defensive 1,652.0 $190K 0.00% -265.0 -13.8% $115.11 +7.2%
397 EVR EVERCORE INC Financial Services 556.0 $190K 0.00% -312.0 -35.9% $341.23 -14.5%
398 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 17,863.0 $189K 0.00% -8K -32.0% $10.57 +13.2%
399 TEL TE CONNECTIVITY PLC Technology 935.0 $189K 0.00% -2K -62.3% $201.67 +0.9%
400 AVT AVNET INC Technology 2,098.0 $186K 0.00% -776.0 -27.0% $88.82 -0.2%
Page 20 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 23.8%
Financial Services 21.6%
Healthcare 13.5%
Industrials 9.9%
Consumer Defensive 9.8%
Energy 6.1%
Consumer Cyclical 5.7%
Communication Services 3.5%
Utilities 2.5%
Basic Materials 2.5%