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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $8.9B AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2571 New
Page 103 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 DIOD DIODES INC Technology 72.0 $4K NEW $53.21 +78.2%
2042 GLDM WORLD GOLD TR Financial Services 50.0 $4K NEW $76.46 +16.0%
2043 LUCID GROUP INC 160.0 $4K NEW $23.79
2044 LCID LUCID GROUP INC Consumer Cyclical 160.0 $4K NEW $23.79 -75.9%
2045 TPG TPG INC Financial Services 66.0 $4K NEW $57.45 -28.0%
2046 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 140.0 $4K NEW $27.02 +2.2%
2047 SLRC SLR INVESTMENT CORP Financial Services 246.0 $4K NEW $15.29 -14.0%
2048 RLJ LODGING TR 149.0 $4K NEW $25.15
2049 ONON ON HLDG AG Consumer Cyclical 88.0 $4K NEW $42.35 -10.0%
2050 ENFR ALPS ETF TR 115.0 $4K NEW $32.41 +24.6%
2051 WIP SPDR SERIES TRUST 95.0 $4K NEW $39.21 +1.2%
2052 NOV NOV INC Energy 280.0 $4K NEW $13.25 +59.8%
2053 VAW VANGUARD WORLD FD 18.0 $4K NEW $204.83 +8.1%
2054 ONESTREAM INC 200.0 $4K NEW $18.43
2055 GDS GDS HLDGS LTD Technology 95.0 $4K NEW $38.71 +7.8%
2056 LUMN LUMEN TECHNOLOGIES INC Communication Services 598.0 $4K NEW $6.12 +58.0%
2057 BBAI BIGBEAR AI HLDGS INC Technology 557.0 $4K NEW $6.52 -41.1%
2058 OI O-I GLASS INC Consumer Cyclical 280.0 $4K NEW $12.97 -35.6%
2059 SRI STONERIDGE INC Consumer Cyclical 474.0 $4K NEW $7.62 -11.9%
2060 SOFI SOFI TECHNOLOGIES INC Financial Services 134.0 $4K NEW $26.44 -40.6%
Page 103 of 129  ·  2,571 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
Financial Services 24.4%
Technology 20.4%
Healthcare 12.3%
Industrials 10.7%
Consumer Defensive 10.2%
Consumer Cyclical 6.3%
Energy 5.4%
Communication Services 4.1%
Utilities 2.7%
Basic Materials 2.1%