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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 47 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ODDITY TECH LTD 600.0 $9K -9K -93.9% $15.13
922 TIC TIC SOLUTIONS INC Industrials 1,059.0 $9K -543.0 -33.9% $8.09 +14.8%
923 TELIX PHARMACEUTICAL LTD 742.0 $9K -2K -76.0% $11.53
924 ITB ISHARES TR 81.0 $8K -7.0 -8.0% $104.48 -3.7%
925 GPIX GOLDMAN SACHS ETF TR 150.0 $8K -3K -95.0% $55.70 +1.1%
926 TECH BIO-TECHNE CORP Healthcare 118.0 $8K -381.0 -76.3% $70.65 +2.6%
927 IVT INVENTRUST PPTYS CORP Real Estate 226.0 $8K -230.0 -50.4% $35.40 -5.5%
928 BILL BILL HOLDINGS INC Technology 219.0 $8K -289.0 -56.9% $36.16 +36.8%
929 MHK MOHAWK INDS INC Consumer Cyclical 65.0 $8K -3.0 -4.4% $121.32 +13.0%
930 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 142.0 $8K -60.0 -29.7% $54.90 -14.4%
931 TCOM TRIP COM GROUP LTD Consumer Cyclical 193.0 $8K -50.0 -20.6% $39.84 +16.1%
932 VIOG VANGUARD ADMIRAL FDS INC 50.0 $8K -200.0 -80.0% $153.42 -1.3%
933 KIM KIMCO REALTY CORP Real Estate 301.0 $8K -299.0 -49.8% $25.35 -4.2%
934 XPEV XPENG INC Consumer Cyclical 554.0 $7K -18.0 -3.1% $13.24 -9.9%
935 ATI ATI INC Industrials 37.0 $7K -86.0 -69.9% $197.08 +11.5%
936 HOMB HOME BANCSHARES INC Financial Services 250.0 $7K -241.0 -49.1% $28.55 +8.1%
937 CIBR FIRST TR EXCHANGE-TRADED FD 79.0 $7K -7.0 -8.1% $89.85 +5.9%
938 COPP SPROTT FDS TR 183.0 $7K -876.0 -82.7% $38.30 +10.3%
939 PNW PINNACLE WEST CAP CORP Utilities 65.0 $7K -273.0 -80.8% $107.00 -6.5%
940 AOR ISHARES TR 100.0 $7K -737.0 -88.0% $69.50 +0.8%
Page 47 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%