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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 42 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WCN WASTE CONNECTIONS INC Industrials 132.0 $22K -207.0 -61.1% $166.73 +1.2%
822 WMG WARNER MUSIC GROUP CORP Communication Services 809.0 $22K -940.0 -53.7% $27.07 +0.5%
823 FE FIRSTENERGY CORP Utilities 460.0 $22K -1K -71.0% $47.51 -0.5%
824 EGP EASTGROUP PPTYS INC Real Estate 106.0 $21K -186.0 -63.7% $202.53 -0.1%
825 NGVT INGEVITY CORP Basic Materials 286.0 $21K -171.0 -37.4% $74.67 -4.7%
826 KD KYNDRYL HLDGS INC Technology 1,884.0 $21K -981.0 -34.2% $11.31 +9.5%
827 DOCS DOXIMITY INC Healthcare 1,005.0 $21K -257.0 -20.4% $20.74 +24.2%
828 EIX EDISON INTL Utilities 276.0 $21K -760.0 -73.4% $74.47 -1.4%
829 DNOW DNOW INC Energy 1,568.0 $20K -343.0 -17.9% $12.97 +20.4%
830 VOD VODAFONE GROUP PLC Communication Services 1,534.0 $20K -2K -59.8% $13.22 +22.3%
831 AVEM AMERICAN CENTY ETF TR 210.0 $20K -225.0 -51.7% $96.49 -3.6%
832 BTG B2GOLD CORP Basic Materials 5,350.0 $20K -200.0 -3.6% $3.74 +40.9%
833 CALM CAL MAINE FOODS INC Consumer Defensive 248.0 $20K -65.0 -20.8% $80.56 -0.0%
834 PCG PG&E CORP Utilities 1,185.0 $20K -2K -64.8% $16.83 +4.9%
835 GAMESTOP CORP 900.0 $20K -51.0 -5.4% $22.08
836 IT GARTNER INC Technology 148.0 $19K -85.0 -36.5% $129.64 +48.7%
837 RNR RENAISSANCERE HLDGS LTD Financial Services 60.0 $19K -101.0 -62.7% $316.92 +0.1%
838 GDDY GODADDY INC Technology 224.0 $19K -646.0 -74.2% $84.88 +14.1%
839 VKTX VIKING THERAPEUTICS INC Healthcare 482.0 $19K -330.0 -40.6% $39.01 -7.8%
840 OHI OMEGA HEALTHCARE INVS INC Real Estate 394.0 $19K -80.0 -16.9% $47.68 -1.6%
Page 42 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%