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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 34 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 XYL XYLEM INC Industrials 487.0 $58K 0.00% -28.0 -5.4% $118.21 -4.1%
662 LNTH LANTHEUS HLDGS INC Healthcare 517.0 $57K 0.00% -473.0 -47.8% $110.94 -9.9%
663 DBX DROPBOX INC Technology 2,080.0 $57K 0.00% -12.0 -0.6% $27.47 +25.5%
664 AXS AXIS CAP HLDGS LTD Financial Services 529.0 $57K 0.00% -31.0 -5.5% $107.53 -8.2%
665 NVST ENVISTA HOLDINGS CORPORATION Healthcare 2,148.0 $57K 0.00% -767.0 -26.3% $26.35 +3.2%
666 CPNG COUPANG INC Consumer Cyclical 3,248.0 $56K 0.00% -550.0 -14.5% $17.37 -5.3%
667 AUB ATLANTIC UN BANKSHARES CORP Financial Services 1,320.0 $56K 0.00% -48K -97.3% $42.31 -2.7%
668 VRSN VERISIGN INC Technology 220.0 $55K 0.00% -24.0 -9.8% $251.56 +12.0%
669 DFAS DIMENSIONAL ETF TRUST 672.0 $55K 0.00% -49K -98.7% $82.34 +0.8%
670 EXR EXTRA SPACE STORAGE INC Real Estate 379.0 $55K 0.00% -256.0 -40.3% $145.30 +1.0%
671 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,066.0 $55K 0.00% -111.0 -9.4% $51.65 -2.0%
672 RMD RESMED INC Healthcare 282.0 $55K 0.00% -180.0 -39.0% $194.88 +18.8%
673 TW TRADEWEB MKTS INC Financial Services 550.0 $55K 0.00% -55.0 -9.1% $99.66 +7.4%
674 VOYA VOYA FINANCIAL INC Financial Services 604.0 $55K 0.00% -28.0 -4.4% $90.53 +8.0%
675 SWKS SKYWORKS SOLUTIONS INC Technology 795.0 $54K 0.00% -127.0 -13.8% $67.79 -1.0%
676 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 800.0 $54K 0.00% -114.0 -12.5% $67.12 -5.3%
677 RGLD ROYAL GOLD INC Basic Materials 268.0 $53K 0.00% -230.0 -46.2% $199.61 +29.8%
678 SPTI SPDR SERIES TRUST 1,881.0 $53K 0.00% -35K -94.9% $28.39 -1.1%
679 ATR APTARGROUP INC Healthcare 425.0 $53K 0.00% -186.0 -30.4% $125.20 +7.7%
680 ENSG ENSIGN GROUP INC Healthcare 329.0 $53K 0.00% -24.0 -6.8% $160.30 +12.0%
Page 34 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%