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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 27 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 253.0 $102K 0.00% -20.0 -7.3% $401.84 +1.1%
522 NXST NEXSTAR MEDIA GROUP INC Communication Services 567.0 $101K 0.00% -663.0 -53.9% $178.68 +4.2%
523 MLM MARTIN MARIETTA MATLS INC Basic Materials 175.0 $101K 0.00% -70.0 -28.6% $575.75 -7.1%
524 IXJ ISHARES TR 1,019.0 $100K 0.00% -3K -74.1% $98.38 +8.6%
525 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 896.0 $100K 0.00% -21.0 -2.3% $111.79 -6.1%
526 NWSA NEWS CORP NEW Communication Services 4,014.0 $100K 0.00% -408.0 -9.2% $24.83 +22.4%
527 BWXT BWX TECHNOLOGIES INC Industrials 512.0 $100K 0.00% -3.0 -0.6% $194.65 -19.5%
528 IBUF INNOVATOR ETFS TRUST 3,155.0 $99K 0.00% -250.0 -7.3% $31.48 +2.0%
529 VONV VANGUARD SCOTTSDALE FDS 932.0 $99K 0.00% -7K -88.0% $106.31 +6.1%
530 INSW INTERNATIONAL SEAWAYS INC Energy 1,291.0 $99K 0.00% -1K -43.6% $76.59 +29.9%
531 JEPQ J P MORGAN EXCHANGE TRADED F 1,606.0 $99K 0.00% -4K -73.0% $61.45 -2.6%
532 CE CELANESE CORP DEL Basic Materials 2,140.0 $98K 0.00% -1K -34.0% $45.99 +1.8%
533 WST WEST PHARMACEUTICAL SVSC INC Healthcare 273.0 $98K 0.00% -18.0 -6.2% $359.00 -1.6%
534 PYPL PAYPAL HLDGS INC Financial Services 2,268.0 $98K 0.00% -796.0 -26.0% $43.18 +42.6%
535 VLYPN VALLEY NATL BANCORP 6,679.0 $98K 0.00% -3K -27.6% $14.65
536 VRSK VERISK ANALYTICS INC Industrials 544.0 $98K 0.00% -347.0 -39.0% $179.47 +4.5%
537 IRIDIUM COMMUNICATIONS INC 1,775.0 $97K 0.00% -522.0 -22.7% $54.85
538 ISHARES TR 1,954.0 $97K 0.00% -36K -94.9% $49.56
539 OMF ONEMAIN HLDGS INC Financial Services 1,588.0 $97K 0.00% -45.0 -2.8% $60.97 +3.6%
540 PAYX PAYCHEX INC Industrials 984.0 $97K 0.00% -2K -71.3% $98.36 +26.6%
Page 27 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%