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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 120 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 ZD ZIFF DAVIS INC Communication Services 5.0 $262.0 -787.0 -99.4% $52.40 +5.7%
2382 CRNT CERAGON NETWORKS LTD Technology 100.0 $259.0 $2.59 -18.1%
2383 GAMESTOP CORP NEW 90.0 $252.0 -2.0 -2.2% $2.80
2384 HTZ HERTZ GLOBAL HLDGS INC Industrials 111.0 $251.0 NEW $2.26 -7.6%
2385 AVNS AVANOS MED INC Healthcare 10.0 $249.0 -41.0 -80.4% $24.90 +0.4%
2386 GWRE GUIDEWIRE SOFTWARE INC Technology 2.0 $246.0 -39.0 -95.1% $123.00 +47.8%
2387 SDGR SCHRODINGER INC Healthcare 15.0 $244.0 -29.0 -65.9% $16.27 +20.4%
2388 FNF FIDELITY NATL FINL INC Financial Services 5.0 $236.0 -16.0 -76.2% $47.20 +0.5%
2389 IQ IQIYI INC Communication Services 227.0 $236.0 $1.04 -0.9%
2390 BLNK BLINK CHARGING CO Industrials 364.0 $233.0 $0.64 -11.0%
2391 SYM SYMBOTIC INC Industrials 5.0 $225.0 -12.0 -70.6% $45.00 -7.9%
2392 ALTERITY THERAPEUTICS LTD 40.0 $215.0 $5.38
2393 ICLN ISHARES TR 10.0 $205.0 NEW $20.50 -14.0%
2394 DK DELEK US HLDGS INC NEW Energy 4.0 $203.0 NEW $50.75 +26.2%
2395 MCB METROPOLITAN BK HLDG CORP Financial Services 2.0 $198.0 NEW $99.00 -7.4%
2396 YEXT YEXT INC Technology 40.0 $187.0 $4.67 +33.5%
2397 LE LANDS END INC NEW Consumer Cyclical 16.0 $168.0 $10.50 +14.8%
2398 AAOI APPLIED OPTOELECTRONICS INC Technology 1.0 $148.0 NEW $148.00 -12.8%
2399 SOLESENCE INC 200.0 $147.0 NEW $0.73
2400 LAND GLADSTONE LD CORP Real Estate 17.0 $145.0 $8.53 +1.9%
Page 120 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%