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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 101 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 PAGP PLAINS GP HLDGS L P Energy 243.0 $6K -2K -87.8% $24.27 +10.6%
2002 TPLC TIMOTHY PLAN 117.0 $6K +26.0 +28.6% $50.27 +1.8%
2003 IMMUNITYBIO INC 668.0 $6K NEW $8.75
2004 EFAV ISHARES TR 67.0 $6K NEW $87.06 +8.7%
2005 TPHD TIMOTHY PLAN 137.0 $6K +24.0 +21.2% $42.26 +2.7%
2006 AMR ALPHA METALLURGICAL RESOUR I Energy 35.0 $6K -149.0 -81.0% $164.94 +27.3%
2007 KVUE KENVUE INC Consumer Defensive 293.0 $6K -108.0 -26.9% $19.11 -0.2%
2008 OCCIDENTAL PETE CORP 209.0 $6K $26.63
2009 LIBERTY MEDIA CORP DEL 58.0 $6K +2.0 +3.6% $95.14
2010 IXG ISHARES TR 44.0 $5K $124.50 +7.2%
2011 IVOO VANGUARD ADMIRAL FDS INC 42.0 $5K $130.40 -0.4%
2012 HEICO CORP NEW 21.0 $5K -5.0 -19.2% $258.90
2013 NBR NABORS INDUSTRIES LTD Energy 64.0 $5K -8.0 -11.1% $84.02 +10.0%
2014 SN SHARKNINJA INC Consumer Cyclical 35.0 $5K -43.0 -55.1% $152.80 +18.3%
2015 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 557.0 $5K +281.0 +101.8% $9.39 +20.0%
2016 MUR MURPHY OIL CORP Energy 160.0 $5K -178.0 -52.7% $32.56 +14.9%
2017 SVM SILVERCORP METALS INC Basic Materials 514.0 $5K -17.0 -3.2% $10.10 +24.1%
2018 COGT COGENT BIOSCIENCES INC Healthcare 133.0 $5K NEW $38.70 -5.1%
2019 UMBF UMB FINL CORP Financial Services 36.0 $5K -37.0 -50.7% $142.75 +1.7%
2020 BCE BCE INC Communication Services 236.0 $5K +116.0 +96.7% $21.51 +10.2%
Page 101 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%