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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 9 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TT TRANE TECHNOLOGIES PLC Industrials 2,154.0 $1.1M 0.01% -94.0 -4.2% $491.26 -5.7%
162 SKM SK TELECOM CO LTD Communication Services 32,667.0 $1.1M 0.01% -7K -17.7% $32.16 +19.4%
163 BALT INNOVATOR ETFS TRUST 30,176.0 $1.0M 0.01% -4K -12.7% $34.27 +1.3%
164 B BARRICK MNG CORP Basic Materials 28,003.0 $1.0M 0.01% -20K -42.0% $36.73 +14.6%
165 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 16,111.0 $1.0M 0.01% -13K -45.3% $63.25 +18.4%
166 NVMI NOVA LTD Technology 1,857.0 $1.0M 0.01% -51.0 -2.7% $542.94 -28.0%
167 O REALTY INCOME CORP Real Estate 16,223.0 $1.0M 0.01% -616.0 -3.7% $61.96 +0.4%
168 SNA SNAP ON INC Industrials 2,471.0 $994K 0.01% -442.0 -15.2% $402.33 -1.6%
169 BCS BARCLAYS PLC Financial Services 36,131.0 $970K 0.01% -11K -23.4% $26.86 +1.9%
170 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 7,552.0 $966K 0.01% -428.0 -5.4% $127.90 -8.3%
171 BAP CREDICORP LTD Financial Services 2,442.0 $951K 0.01% -201.0 -7.6% $389.56 -5.4%
172 OEF ISHARES TR 2,559.0 $936K 0.01% -37K -93.5% $365.87 +3.5%
173 D DOMINION ENERGY INC Utilities 13,704.0 $936K 0.01% -6K -28.8% $68.29 +0.5%
174 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,168.0 $932K 0.01% -2K -10.6% $57.62 +14.6%
175 PFF ISHARES TR 30,493.0 $930K 0.01% -3K -10.2% $30.49 -0.1%
176 LII LENNOX INTL INC Industrials 1,616.0 $926K 0.01% -43.0 -2.6% $572.95 -28.3%
177 MFG MIZUHO FINANCIAL GROUP INC Financial Services 94,980.0 $910K 0.01% -5K -5.4% $9.58 +11.2%
178 NOC NORTHROP GRUMMAN CORP Industrials 1,728.0 $880K 0.01% -110.0 -6.0% $509.32 +15.7%
179 NATWEST GROUP PLC 49,730.0 $877K 0.01% -14K -22.4% $17.63
180 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,780.0 $847K 0.01% -769.0 -16.9% $223.97 +20.2%
Page 9 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%