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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 13 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MOOG INC 3,129.0 $1.3M 0.01% -247.0 -7.3% $423.90
242 FORTINET INC 8,614.0 $1.3M 0.01% -105.0 -1.2% $153.62
243 CRUS CIRRUS LOGIC INC Technology 8,866.0 $1.3M 0.01% +999.0 +12.7% $148.54 -20.5%
244 CEF SPROTT ASSET MANAGEMENT LP Financial Services 32,727.0 $1.3M 0.01% +5K +19.3% $40.23 +13.2%
245 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,514.0 $1.3M 0.01% -65.0 -1.4% $290.59 -4.6%
246 ALL ALLSTATE CORP Financial Services 5,500.0 $1.3M 0.01% +3K +132.7% $237.94 +9.2%
247 FFIN FIRST FINL BANKSHARES INC Financial Services 37,415.0 $1.3M 0.01% +6K +18.3% $34.60 -1.4%
248 IMO IMPERIAL OIL LTD Energy 11,488.0 $1.3M 0.01% -2K -13.0% $112.03 +21.5%
249 VXUS VANGUARD STAR FDS 14,912.0 $1.3M 0.01% -4K -21.6% $85.49 +1.7%
250 RIO RIO TINTO PLC Basic Materials 13,374.0 $1.3M 0.01% -3K -17.7% $94.93 +5.8%
251 AXP AMERICAN EXPRESS CO Financial Services 3,747.0 $1.3M 0.01% -3K -46.9% $338.32 +0.5%
252 VNQ VANGUARD INDEX FDS 13,117.0 $1.3M 0.01% -14K -51.2% $96.43 +2.3%
253 WEC WEC ENERGY GROUP INC Utilities 10,717.0 $1.3M 0.01% -5K -33.5% $116.77 -6.4%
254 TMUS T-MOBILE US INC Communication Services 7,413.0 $1.2M 0.01% +3K +56.7% $167.73 +8.7%
255 JCI JOHNSON CONTROLS INTERNATION Industrials 8,468.0 $1.2M 0.01% +4K +72.0% $146.11 -0.8%
256 MO ALTRIA GROUP INC Consumer Defensive 17,171.0 $1.2M 0.01% -2K -10.2% $71.95 -8.2%
257 DHR DANAHER CORP DEL Healthcare 6,461.0 $1.2M 0.01% -4K -39.0% $190.47 +11.0%
258 FORM FORMFACTOR INC Technology 7,690.0 $1.2M 0.01% -3K -25.7% $159.94 -28.1%
259 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,646.0 $1.2M 0.01% -1K -12.5% $142.22 +7.2%
260 IWR ISHARES TR 10,953.0 $1.2M 0.01% -669.0 -5.8% $110.32 +3.0%
Page 13 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%