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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 57 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CHRW C H ROBINSON WORLDWIDE INC Industrials 671.0 $89K 0.00% NEW $132.40 +34.5%
1122 SSRM SSR MINING IN Basic Materials 3,633.0 $89K 0.00% NEW $24.42 +25.9%
1123 INCY INCYTE CORP Healthcare 1,046.0 $89K 0.00% NEW $84.81 +14.9%
1124 NFG NATIONAL FUEL GAS CO Energy 958.0 $88K 0.00% NEW $92.37 -12.0%
1125 SSL SASOL LTD Basic Materials 14,223.0 $88K 0.00% NEW $6.22 +109.5%
1126 JBS N.V. 5,916.0 $88K 0.00% NEW $14.93
1127 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,204.0 $88K 0.00% NEW $73.32 +90.1%
1128 POOL POOL CORP Industrials 284.0 $88K 0.00% NEW $310.07 -41.4%
1129 ACA ARCOSA INC Industrials 939.0 $88K 0.00% NEW $93.71 +27.1%
1130 RVTY REVVITY INC Healthcare 1,004.0 $88K 0.00% NEW $87.63 +8.2%
1131 MSCI MSCI INC Financial Services 155.0 $88K 0.00% NEW $567.41 +2.6%
1132 BBY BEST BUY INC Consumer Cyclical 1,160.0 $88K 0.00% NEW $75.62 -19.1%
1133 ITGR INTEGER HLDGS CORP Healthcare 846.0 $87K 0.00% NEW $103.33 -12.9%
1134 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 1,771.0 $87K 0.00% NEW $49.04 +42.9%
1135 EMLP FIRST TR EXCHANGE-TRADED FD 2,260.0 $87K 0.00% NEW $38.29 +15.6%
1136 EXPD EXPEDITORS INTL WASH INC Industrials 705.0 $86K 0.00% NEW $122.59 +28.2%
1137 VRSN VERISIGN INC Technology 309.0 $86K 0.00% NEW $279.57 +8.4%
1138 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 5,244.0 $86K 0.00% NEW $16.42 -51.6%
1139 DOL WISDOMTREE TR 1,377.0 $86K 0.00% NEW $62.25 +19.0%
1140 RS RELIANCE INC Basic Materials 305.0 $86K 0.00% NEW $280.83 +29.0%
Page 57 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%