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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $8.9B AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2571 New
Page 37 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 UNM UNUM GROUP Financial Services 3,216.0 $250K 0.00% NEW $77.78 +7.8%
722 PZZA PAPA JOHNS INTL INC Consumer Cyclical 5,176.0 $249K 0.00% NEW $48.15 -32.8%
723 NSP INSPERITY INC Industrials 5,042.0 $248K 0.00% NEW $49.20 -37.3%
724 AXTA AXALTA COATING SYS LTD Basic Materials 8,660.0 $248K 0.00% NEW $28.62 +1.8%
725 BNDX VANGUARD CHARLOTTE FDS 5,010.0 $248K 0.00% NEW $49.46 -3.0%
726 SIL GLOBAL X FDS 3,459.0 $248K 0.00% NEW $71.62 +24.8%
727 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 763.0 $247K 0.00% NEW $323.33 -4.5%
728 WY WEYERHAEUSER CO MTN BE Real Estate 9,917.0 $246K 0.00% NEW $24.79 -6.2%
729 BDC BELDEN INC Technology 2,038.0 $245K 0.00% NEW $120.27 -12.9%
730 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,253.0 $245K 0.00% NEW $195.45 -7.8%
731 COLD AMERICOLD REALTY TRUST INC Real Estate 20,000.0 $245K 0.00% NEW $12.24 +18.0%
732 EAGG ISHARES TR 5,077.0 $244K 0.00% NEW $48.03 -2.0%
733 FREL FIDELITY COVINGTON TRUST 8,768.0 $244K 0.00% NEW $27.81 +5.6%
734 DFAR DIMENSIONAL ETF TRUST 10,089.0 $241K 0.00% NEW $23.85 +9.4%
735 VNT VONTIER CORPORATION Technology 5,702.0 $239K 0.00% NEW $41.97 -32.3%
736 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 6,971.0 $239K 0.00% NEW $34.27 -49.4%
737 SHYG ISHARES TR 5,482.0 $237K 0.00% NEW $43.30 -2.0%
738 OPCH OPTION CARE HEALTH INC Healthcare 8,508.0 $236K 0.00% NEW $27.76 -22.5%
739 VLTO VERALTO CORP Industrials 2,210.0 $236K 0.00% NEW $106.60 -19.1%
740 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,562.0 $235K 0.00% NEW $66.01 -12.9%
Page 37 of 129  ·  2,571 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
Financial Services 24.4%
Technology 20.4%
Healthcare 12.3%
Industrials 10.7%
Consumer Defensive 10.2%
Consumer Cyclical 6.3%
Energy 5.4%
Communication Services 4.1%
Utilities 2.7%
Basic Materials 2.1%