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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 100 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 WIP SPDR SERIES TRUST 161.0 $6K +136.0 +544.0% $39.39 +1.2%
1982 ROIV ROIVANT SCIENCES LTD Healthcare 179.0 $6K -237.0 -57.0% $35.39 +2.6%
1983 PVH PVH CORPORATION Consumer Cyclical 85.0 $6K -15.0 -15.0% $74.26 +5.7%
1984 SEDG SOLAREDGE TECHNOLOGIES INC Energy 108.0 $6K +55.0 +103.8% $58.44 -47.2%
1985 EPS WISDOMTREE TR 81.0 $6K $77.79 +3.5%
1986 SEALSQ CORP 2,000.0 $6K -5K -71.4% $3.15
1987 XRPC CANARY XRP ETF 566.0 $6K $11.08 +31.7%
1988 PBF PBF ENERGY INC Energy 137.0 $6K NEW $45.52 +61.5%
1989 CHH CHOICE HOTELS INTL INC Consumer Cyclical 56.0 $6K -184.0 -76.7% $110.27 -0.6%
1990 FLY FIREFLY AEROSPACE INC Industrials 210.0 $6K NEW $29.40 -16.8%
1991 IREN IREN LIMITED Financial Services 135.0 $6K NEW $45.73 -8.4%
1992 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 164.0 $6K $37.58 +33.4%
1993 SPMB SPDR SERIES TRUST 275.0 $6K NEW $22.30 -1.5%
1994 BLCO BAUSCH PLUS LOMB CORP Healthcare 370.0 $6K $16.56 +4.1%
1995 HCC WARRIOR MET COAL INC Energy 75.0 $6K +56.0 +294.7% $81.16 +31.5%
1996 THOMSON REUTERS CORP 74.0 $6K NEW $81.68
1997 VFC V F CORP Consumer Cyclical 357.0 $6K $16.68 -13.9%
1998 PFXF VANECK ETF TRUST 332.0 $6K NEW $17.84 +0.7%
1999 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 400.0 $6K NEW $14.76 +4.7%
2000 FUTY FIDELITY COVINGTON TRUST 101.0 $6K -64.0 -38.8% $58.42 -5.4%
Page 100 of 123  ·  2,447 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%