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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 57 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 6,560.0 $84K 0.00% -661.0 -9.2% $12.76 +57.3%
1122 EQR EQUITY RESIDENTIAL Real Estate 1,232.0 $84K 0.00% +10.0 +0.8% $67.93 -6.3%
1123 FOX FOX CORP 1,781.0 $83K 0.00% -135.0 -7.0% $46.84
1124 CAR AVIS BUDGET GROUP INC Industrials 562.0 $83K 0.00% +548.0 +3914.3% $147.83 +0.4%
1125 HCM HUTCHMED CHINA LTD Healthcare 7,708.0 $83K 0.00% $10.76 +13.6%
1126 EEMV ISHARES INC 1,100.0 $83K 0.00% -10.0 -0.9% $75.28 -1.0%
1127 BEACON FINANCIAL CORP. 2,719.0 $83K 0.00% -176.0 -6.1% $30.45
1128 TPR TAPESTRY INC Consumer Cyclical 565.0 $83K 0.00% -135.0 -19.3% $146.39 -9.9%
1129 KDP KEURIG DR PEPPER INC Consumer Defensive 2,527.0 $83K 0.00% $32.73 -0.2%
1130 ITM VANECK ETF TRUST 1,760.0 $83K 0.00% +1K +444.9% $46.99 -2.2%
1131 ODFL OLD DOMINION FREIGHT LINE IN Industrials 381.0 $83K 0.00% +260.0 +214.9% $216.60 -6.9%
1132 TOXR 21SHARES XRP ETF Financial Services 8,100.0 $82K 0.00% NEW $10.18 +45.8%
1133 SMDV PROSHARES TR 1,070.0 $82K 0.00% NEW $77.03 +0.2%
1134 ARMK ARAMARK Industrials 1,427.0 $81K 0.00% -2K -61.6% $56.90 +4.4%
1135 PSA PUBLIC STORAGE Real Estate 255.0 $81K 0.00% -1K -83.6% $318.41 +0.7%
1136 MTG MGIC INVT CORP WIS Financial Services 2,869.0 $81K 0.00% -74.0 -2.5% $28.20 +10.8%
1137 MAT MATTEL INC Consumer Cyclical 5,816.0 $81K 0.00% +2K +47.4% $13.88 +5.0%
1138 AXTA AXALTA COATING SYS LTD Basic Materials 2,355.0 $81K 0.00% -548.0 -18.9% $34.22 +5.8%
1139 SFNC SIMMONS FIRST NATL CORP Financial Services 3,540.0 $80K 0.00% +3K +565.4% $22.65 +1.8%
1140 EXLS EXLSERVICE HLDGS INC Technology 3,099.0 $80K 0.00% -1K -24.9% $25.86 +47.1%
Page 57 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%