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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 18 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CL COLGATE PALMOLIVE CO Consumer Defensive 9,046.0 $829K 0.01% -288.0 -3.1% $91.68 -1.6%
342 ENB ENBRIDGE INC Energy 15,281.0 $828K 0.01% -4K -22.1% $54.21 -5.6%
343 BHP BHP BILLITON LIMITED Basic Materials 9,913.0 $826K 0.01% -2K -14.0% $83.31 +15.6%
344 WTFC WINTRUST FINL CORP Financial Services 5,120.0 $823K 0.01% $160.73 -4.5%
345 CHE CHEMED CORP NEW Healthcare 1,764.0 $822K 0.01% +170.0 +10.7% $465.76 +14.6%
346 GM GENERAL MTRS CO Consumer Cyclical 10,583.0 $816K 0.01% +8K +278.6% $77.08 +14.2%
347 VLO VALERO ENERGY CORP Energy 3,112.0 $810K 0.01% +2K +157.2% $260.44 +33.0%
348 GDX VANECK ETF TRUST 10,719.0 $809K 0.01% -448.0 -4.0% $75.45 +36.1%
349 RSG REPUBLIC SVCS INC Industrials 3,789.0 $807K 0.01% -666.0 -14.9% $213.07 +3.1%
350 CPB THE CAMPBELLS COMPANY Consumer Defensive 36,138.0 $805K 0.01% -4K -10.7% $22.27 +6.1%
351 GBIL GOLDMAN SACHS ETF TR 8,010.0 $802K 0.01% -598.0 -7.0% $100.16 -0.0%
352 PDD PDD HOLDINGS INC Consumer Cyclical 10,478.0 $799K 0.01% +7K +199.3% $76.28 +16.3%
353 ADBE ADOBE INC Technology 3,884.0 $796K 0.01% +36.0 +0.9% $205.02 +33.2%
354 GPC GENUINE PARTS CO Consumer Cyclical 6,711.0 $792K 0.01% -285.0 -4.1% $117.97 +13.6%
355 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,659.0 $792K 0.01% +52.0 +1.4% $216.34 -4.1%
356 HBNC HORIZON BANCORP IND Financial Services 39,068.0 $781K 0.01% -3K -7.8% $19.98 -1.5%
357 PZA INVESCO EXCH TRADED FD TR II 33,143.0 $780K 0.01% +12K +54.5% $23.52 -2.9%
358 AKAM AKAMAI TECHNOLOGIES INC Technology 6,573.0 $777K 0.01% +1K +24.6% $118.21 -6.7%
359 IYE ISHARES TR 13,716.0 $776K 0.01% $56.59 +19.8%
360 RJF RAYMOND JAMES FINL INC Financial Services 5,104.0 $776K 0.01% -33.0 -0.6% $152.04 +15.4%
Page 18 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%