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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 21 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CHT CHUNGHWA TELECOM CO LTD Communication Services 14,767.0 $654K 0.01% -3K -18.7% $44.26 -2.0%
402 JBL JABIL INC Technology 1,694.0 $653K 0.01% -48.0 -2.8% $385.52 -18.8%
403 SCHB SCHWAB STRATEGIC TR 22,521.0 $652K 0.01% -129.0 -0.6% $28.96 +2.2%
404 CNC CENTENE CORP DEL Healthcare 10,151.0 $652K 0.01% +2K +21.0% $64.19 +1.3%
405 DEO DIAGEO PLC Consumer Defensive 8,054.0 $647K 0.01% +5K +203.5% $80.38 +17.7%
406 NGG NATIONAL GRID PLC Utilities 7,797.0 $646K 0.01% -509.0 -6.1% $82.87 -3.8%
407 WHF WHITEHORSE FIN INC Financial Services 95,601.0 $641K 0.01% $6.70 +6.9%
408 IMVP INVESCO INDIA EXCHANGE-TRADE 31,914.0 $641K 0.01% -941.0 -2.9% $20.07 -0.2%
409 ABEV AMBEV SA Consumer Defensive 203,872.0 $640K 0.01% +18K +9.7% $3.14 -8.3%
410 CMI CUMMINS INC Industrials 895.0 $638K 0.01% +52.0 +6.2% $713.20 -17.6%
411 PGR PROGRESSIVE CORP Financial Services 2,916.0 $637K 0.01% -2K -42.2% $218.38 +0.4%
412 SNOW SNOWFLAKE INC Technology 2,501.0 $637K 0.01% -2K -44.8% $254.50 +30.8%
413 GILD GILEAD SCIENCES INC Healthcare 4,996.0 $631K 0.01% -37.0 -0.7% $126.35 +15.6%
414 HPE HEWLETT PACKARD ENTERPRISE C Technology 13,847.0 $625K 0.01% -16K -53.5% $45.11 +18.5%
415 SCHX SCHWAB STRATEGIC TR 21,165.0 $623K 0.01% -1K -6.2% $29.43 +2.7%
416 DFAC DIMENSIONAL ETF TRUST 13,996.0 $621K 0.01% -14K -49.8% $44.36 +2.8%
417 SNPS SYNOPSYS INC Technology 1,391.0 $620K 0.01% +287.0 +26.0% $446.02 -10.8%
418 AFRM AFFIRM HLDGS INC Technology 7,598.0 $620K 0.01% +7K +1162.1% $81.55 -5.5%
419 VTWO VANGUARD SCOTTSDALE FDS 5,072.0 $616K 0.01% +164.0 +3.3% $121.42 -0.1%
420 IFRA ISHARES TR 9,758.0 $615K 0.01% -79.0 -0.8% $63.04 -5.3%
Page 21 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 23.8%
Financial Services 21.6%
Healthcare 13.5%
Industrials 9.9%
Consumer Defensive 9.8%
Energy 6.1%
Consumer Cyclical 5.7%
Communication Services 3.5%
Utilities 2.5%
Basic Materials 2.5%