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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 105 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 IDGT ISHARES TR 35.0 $3K NEW $86.74 +34.0%
2082 RPRX ROYALTY PHARMA PLC Healthcare 86.0 $3K NEW $35.29 +47.5%
2083 HALO HALOZYME THERAPEUTICS INC Healthcare 41.0 $3K NEW $73.34 -8.0%
2084 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 416.0 $3K NEW $7.22 +24.5%
2085 ROKU ROKU INC Communication Services 30.0 $3K NEW $100.13 +24.0%
2086 DPST DIREXION SHS ETF TR 30.0 $3K NEW $100.07 +4.9%
2087 SCZ ISHARES TR 39.0 $3K NEW $76.72 +9.1%
2088 APG API GROUP CORP Industrials 87.0 $3K NEW $34.37 +19.7%
2089 TIGR UP FINTECH HLDG LTD Financial Services 280.0 $3K NEW $10.67 -43.6%
2090 NBR NABORS INDUSTRIES LTD Energy 72.0 $3K NEW $40.88 +170.7%
2091 FAF FIRST AMERN FINL CORP Financial Services 45.0 $3K NEW $64.24 +6.8%
2092 SOHU SOHU COM LTD Technology 183.0 $3K NEW $15.63 -12.5%
2093 SLM SLM CORP Financial Services 103.0 $3K NEW $27.68 -21.1%
2094 PAX PATRIA INVESTMENTS LIMITED Financial Services 195.0 $3K NEW $14.60 -23.6%
2095 BIZD VANECK ETF TRUST 190.0 $3K NEW $14.94 -16.9%
2096 VENTURE GLOBAL INC 200.0 $3K NEW $14.19
2097 FXE INVESCO CURRENCYSHARES EURO Financial Services 26.0 $3K NEW $108.38 -1.2%
2098 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17.0 $3K NEW $165.71 -14.6%
2099 MATIV HOLDINGS INC 249.0 $3K NEW $11.31
2100 TIGO MILLICOM INTL CELLULAR S A Communication Services 58.0 $3K NEW $48.53 +66.3%
Page 105 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%