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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 53 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 IXJ ISHARES TR 1,019.0 $100K 0.00% -3K -74.1% $98.38 +8.6%
1042 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 896.0 $100K 0.00% -21.0 -2.3% $111.79 -6.1%
1043 MCHI ISHARES TR 1,960.0 $100K 0.00% +2K +5057.9% $51.02 +9.1%
1044 NWSA NEWS CORP NEW Communication Services 4,014.0 $100K 0.00% -408.0 -9.2% $24.83 +22.4%
1045 BWXT BWX TECHNOLOGIES INC Industrials 512.0 $100K 0.00% -3.0 -0.6% $194.65 -19.5%
1046 TFX TELEFLEX INCORPORATED Healthcare 786.0 $100K 0.00% +218.0 +38.4% $126.76 +9.5%
1047 ELCV STRATEGY SHS 3,023.0 $99K 0.00% $32.87 -3.2%
1048 IBUF INNOVATOR ETFS TRUST 3,155.0 $99K 0.00% -250.0 -7.3% $31.48 +2.0%
1049 CW CURTISS WRIGHT CORP Industrials 131.0 $99K 0.00% +10.0 +8.3% $757.76 -16.2%
1050 VONV VANGUARD SCOTTSDALE FDS 932.0 $99K 0.00% -7K -88.0% $106.31 +6.1%
1051 PPLT ABRDN PLATINUM ETF TRUST Financial Services 7,000.0 $99K 0.00% +6K +900.0% $14.13 +20.5%
1052 INSW INTERNATIONAL SEAWAYS INC Energy 1,291.0 $99K 0.00% -1K -43.6% $76.59 +29.9%
1053 JEPQ J P MORGAN EXCHANGE TRADED F 1,606.0 $99K 0.00% -4K -73.0% $61.45 -2.6%
1054 JOYY JOYY INC Communication Services 1,492.0 $98K 0.00% +19.0 +1.3% $65.99 +11.5%
1055 CE CELANESE CORP DEL Basic Materials 2,140.0 $98K 0.00% -1K -34.0% $45.99 +1.8%
1056 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,000.0 $98K 0.00% $9.81 +1.0%
1057 WST WEST PHARMACEUTICAL SVSC INC Healthcare 273.0 $98K 0.00% -18.0 -6.2% $359.00 -1.6%
1058 PYPL PAYPAL HLDGS INC Financial Services 2,268.0 $98K 0.00% -796.0 -26.0% $43.18 +42.6%
1059 VLYPN VALLEY NATL BANCORP 6,679.0 $98K 0.00% -3K -27.6% $14.65
1060 QT IMAGING HLDGS INC 23,998.0 $98K 0.00% NEW $4.07
Page 53 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%