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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 115 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 BB BLACKBERRY LTD Technology 88.0 $1K -27.0 -23.5% $12.65 -35.6%
2282 DOCN DIGITALOCEAN HLDGS INC Technology 7.0 $1K NEW $157.00 -27.2%
2283 DAN DANA INC Consumer Cyclical 40.0 $1K -26.0 -39.4% $27.20 +13.1%
2284 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 40.0 $1K $26.85 +2.6%
2285 WYNN WYNN RESORTS LTD Consumer Cyclical 11.0 $1K -2.0 -15.4% $97.09 +2.6%
2286 STAG STAG INDUSTRIAL INC Real Estate 28.0 $1K -13.0 -31.7% $38.07 -4.5%
2287 NEOG NEOGEN CORP Healthcare 118.0 $1K -55.0 -31.8% $8.99 +31.6%
2288 INTEGRA RES CORP 467.0 $1K $2.27
2289 NOV NOV INC Energy 57.0 $1K NEW $18.54 +9.3%
2290 FMF FIRST TR EXCHANGE-TRADED FD 21.0 $1K NEW $50.33 +0.3%
2291 LADR LADDER CAP CORP Real Estate 106.0 $1K $9.95 +0.3%
2292 MOMO HELLO GROUP INC Communication Services 178.0 $1K -108.0 -37.8% $5.80 -1.7%
2293 DNLI DENALI THERAPEUTICS INC Healthcare 40.0 $1K $25.73 -3.0%
2294 SATS ECHOSTAR CORP Technology 10.0 $1K -103.0 -91.2% $101.50 -8.9%
2295 JOBY JOBY AVIATION INC Industrials 113.0 $1K $8.92 -15.0%
2296 CBZ CBIZ INC Industrials 31.0 $994.0 $32.06 +71.6%
2297 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 123.0 $991.0 -2.0 -1.6% $8.06 -3.2%
2298 SOUTH BOW CORP 28.0 $987.0 -16.0 -36.4% $35.25
2299 EQPT EQUIPMENTSHARE COM INC Industrials 50.0 $983.0 NEW $19.66 -7.1%
2300 STARZ ENTERTAINMENT CORP. 34.0 $981.0 $28.85
Page 115 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 23.5%
Financial Services 21.4%
Healthcare 13.3%
Industrials 9.8%
Consumer Defensive 9.6%
Energy 6.2%
Consumer Cyclical 5.6%
Communication Services 4.6%
Utilities 2.5%
Basic Materials 2.5%