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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 32 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 VIST VISTA ENERGY S.A.B. DE C.V. Energy 1,034.0 $66K 0.00% -2K -66.5% $63.80 +9.1%
622 BBCA J P MORGAN EXCHANGE TRADED F 662.0 $66K 0.00% -9.0 -1.3% $99.40 +8.2%
623 ALC ALCON AG Healthcare 980.0 $66K 0.00% -102.0 -9.4% $67.12 +9.7%
624 AMKR AMKOR TECHNOLOGY INC Technology 761.0 $66K 0.00% -17.0 -2.2% $86.23 -41.7%
625 DLTR DOLLAR TREE INC Consumer Defensive 541.0 $65K 0.00% -669.0 -55.3% $120.95 +8.7%
626 VLTO VERALTO CORP Industrials 734.0 $65K 0.00% -369.0 -33.5% $88.68 +11.4%
627 PSMT PRICESMART INC Consumer Defensive 333.0 $65K 0.00% -31.0 -8.5% $195.34 -11.5%
628 IEI ISHARES TR 553.0 $65K 0.00% -1K -65.5% $117.47 -0.9%
629 TSEM TOWER SEMICONDUCTOR LTD Technology 249.0 $65K 0.00% -626.0 -71.5% $260.64 -14.6%
630 NTRA NATERA INC Healthcare 239.0 $65K 0.00% -62.0 -20.6% $271.45 +22.3%
631 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,702.0 $65K 0.00% -826.0 -32.7% $38.10 +8.9%
632 ROP ROPER TECHNOLOGIES INC Industrials 191.0 $65K 0.00% -235.0 -55.2% $338.79 +21.5%
633 CLH CLEAN HARBORS INC Industrials 216.0 $65K 0.00% -16.0 -6.9% $299.11 +5.6%
634 OTIS OTIS WORLDWIDE CORP Industrials 899.0 $64K 0.00% -556.0 -38.2% $71.61 -0.2%
635 FERG FERGUSON ENTERPRISES INC Industrials 270.0 $64K 0.00% -3.0 -1.1% $237.41 +2.0%
636 SEIC SEI INVTS CO Financial Services 730.0 $64K 0.00% -407.0 -35.8% $87.71 +24.9%
637 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 318.0 $64K 0.00% -69.0 -17.8% $201.08 +6.8%
638 VTRS VIATRIS INC Healthcare 4,026.0 $64K 0.00% -335.0 -7.7% $15.88 +2.8%
639 INMU BLACKROCK ETF TRUST II 2,633.0 $64K 0.00% -1K -28.7% $24.25 -2.0%
640 GVA GRANITE CONSTR INC Industrials 403.0 $64K 0.00% -297.0 -42.4% $158.08 -21.7%
Page 32 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%