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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 103 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 UHS UNIVERSAL HLTH SVCS INC Healthcare 31.0 $5K -21.0 -40.4% $148.68 +19.2%
2042 XLG INVESCO EXCHANGE TRADED FD T 75.0 $5K -297.0 -79.8% $61.23 +1.4%
2043 SEABRIDGE GOLD INC 174.0 $4K NEW $25.74
2044 FVRR FIVERR INTL LTD Communication Services 433.0 $4K -347.0 -44.5% $10.32 -10.8%
2045 VSH VISHAY INTERTECHNOLOGY INC Technology 82.0 $4K $53.78 -41.2%
2046 MEAR ISHARES U S ETF TR 87.0 $4K NEW $50.38 -0.3%
2047 DXYZ DESTINY TECH100 INC 170.0 $4K +125.0 +277.8% $25.76 +33.7%
2048 GOLY STRATEGY SHS 173.0 $4K NEW $25.15 +11.6%
2049 BINV 2023 ETF SERIES TRUST 103.0 $4K NEW $42.10 +8.5%
2050 PBW INVESCO EXCHANGE TRADED FD T 111.0 $4K -41.0 -27.0% $39.02 -14.7%
2051 ENTG ENTEGRIS INC Technology 24.0 $4K +10.0 +71.4% $179.88 -20.1%
2052 HYS PIMCO ETF TR 46.0 $4K $93.52 -0.8%
2053 BUSA 2023 ETF SERIES TRUST 108.0 $4K NEW $39.60 +7.2%
2054 DC DAKOTA GOLD CORP Basic Materials 1,000.0 $4K NEW $4.26 +44.4%
2055 DPST DIREXION SHARES ETF TRUST 30.0 $4K $141.43 -2.8%
2056 WHR WHIRLPOOL CORP Consumer Cyclical 107.0 $4K $39.42 +2.4%
2057 AMRIZE LTD 79.0 $4K +46.0 +139.4% $53.30
2058 KMT KENNAMETAL INC Industrials 120.0 $4K -623.0 -83.8% $35.05 -14.5%
2059 SSD SIMPSON MFG INC Industrials 20.0 $4K -75.0 -79.0% $209.35 -9.8%
2060 BARNES & NOBLE ED INC 333.0 $4K $12.56
Page 103 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%