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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 48 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 JBHT HUNT J B TRANS SVCS INC Industrials 430.0 $124K 0.00% -163.0 -27.5% $289.44 -4.8%
942 SNX TD SYNNEX CORPORATION Technology 465.0 $124K 0.00% -15.0 -3.1% $267.34 -6.4%
943 FDS FACTSET RESH SYS INC Financial Services 539.0 $124K 0.00% +319.0 +145.0% $230.08 +30.4%
944 SPSB SPDR SERIES TRUST 4,130.0 $124K 0.00% +530.0 +14.7% $30.01 -0.2%
945 ICL ICL GROUP LTD Basic Materials 24,883.0 $124K 0.00% -7K -22.2% $4.98 +16.5%
946 GWW WW GRAINGER INC Industrials 91.0 $124K 0.00% -1.0 -1.1% $1360.97 -3.6%
947 YPF YPF SOCIEDAD ANONIMA Energy 2,716.0 $123K 0.00% +2K +138.4% $45.47 +12.6%
948 QLYS QUALYS INC Technology 897.0 $123K 0.00% +283.0 +46.1% $137.49 +32.4%
949 CHAT TIDAL TRUST II 1,244.0 $123K 0.00% +772.0 +163.6% $98.68 -10.8%
950 EXPD EXPEDITORS INTL WASH INC Industrials 749.0 $122K 0.00% +28.0 +3.9% $162.98 +15.2%
951 HPQ HP INC Technology 5,558.0 $122K 0.00% -3K -32.0% $21.94 +35.4%
952 VOE VANGUARD INDEX FDS 617.0 $122K 0.00% -156.0 -20.2% $197.60 +5.6%
953 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 1,217.0 $122K 0.00% +156.0 +14.7% $100.10 +7.9%
954 CALAMOS ETF TR 4,363.0 $122K 0.00% NEW $27.92
955 VINFAST AUTO LTD 38,829.0 $121K 0.00% -2K -4.1% $3.12
956 LPX LOUISIANA PAC CORP Basic Materials 1,531.0 $120K 0.00% $78.66 -7.0%
957 TIMB TIM S A Communication Services 5,594.0 $120K 0.00% -1K -15.8% $21.42 -16.7%
958 KRG KITE REALTY GROUP TRUST Real Estate 4,213.0 $120K 0.00% -97.0 -2.2% $28.38 -7.9%
959 COPJ SPROTT FDS TR 3,018.0 $120K 0.00% NEW $39.60 +20.8%
960 LAUR LAUREATE ED INC Consumer Defensive 3,286.0 $119K 0.00% -1K -23.3% $36.32 +3.1%
Page 48 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%