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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 54 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 VRSK VERISK ANALYTICS INC Industrials 544.0 $98K 0.00% -347.0 -39.0% $179.47 +4.5%
1062 IRIDIUM COMMUNICATIONS INC 1,775.0 $97K 0.00% -522.0 -22.7% $54.85
1063 ISHARES TR 1,954.0 $97K 0.00% -36K -94.9% $49.56
1064 OMF ONEMAIN HLDGS INC Financial Services 1,588.0 $97K 0.00% -45.0 -2.8% $60.97 +3.6%
1065 PAYX PAYCHEX INC Industrials 984.0 $97K 0.00% -2K -71.3% $98.36 +26.6%
1066 RALLIANT CORP 1,311.0 $97K 0.00% +1K +335.6% $73.63
1067 SMIG ETF SER SOLUTIONS 2,941.0 $96K 0.00% +1K +75.4% $32.81 +0.4%
1068 CSL CARLISLE COS INC Industrials 266.0 $96K 0.00% -353.0 -57.0% $362.75 +1.4%
1069 SDCI USCF ETF TR 3,646.0 $96K 0.00% +1K +68.1% $26.44 +15.0%
1070 MMS MAXIMUS INC Industrials 1,792.0 $96K 0.00% +639.0 +55.4% $53.76 +8.3%
1071 BR BROADRIDGE FINL SOLUTIONS IN Technology 704.0 $96K 0.00% -555.0 -44.1% $136.81 +33.2%
1072 AZO AUTOZONE INC Consumer Cyclical 30.0 $96K 0.00% -39.0 -56.5% $3197.03 -7.5%
1073 DVA DAVITA INC Healthcare 431.0 $96K 0.00% -354.0 -45.1% $222.48 -21.9%
1074 NI NISOURCE INC Utilities 2,013.0 $96K 0.00% -3K -56.8% $47.55 -14.6%
1075 KIDS ORTHOPEDIATRICS CORP Healthcare 5,000.0 $96K 0.00% $19.13 +34.1%
1076 IYR ISHARES TR 935.0 $96K 0.00% -118.0 -11.2% $102.25 +2.4%
1077 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,587.0 $96K 0.00% -302.0 -16.0% $60.22 +19.9%
1078 TROW PRICE T ROWE GROUP INC Financial Services 840.0 $96K 0.00% +57.0 +7.3% $113.75 -2.0%
1079 PINS PINTEREST INC Communication Services 4,515.0 $95K 0.00% +551.0 +13.9% $21.03 +11.3%
1080 CMCSA COMCAST CORP NEW Communication Services 3,856.0 $95K 0.00% -18K -82.1% $24.55 +9.4%
Page 54 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%