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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 70 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 ESAB ESAB CORPORATION Industrials 461.0 $45K $98.63 -19.6%
1382 ASCENDIS PHARMA A/S 170.0 $45K NEW $266.72
1383 ES EVERSOURCE ENERGY Utilities 627.0 $45K -624.0 -49.9% $72.27 -1.4%
1384 SCI SERVICE CORP INTL Consumer Cyclical 594.0 $45K +107.0 +22.0% $75.96 +10.9%
1385 CSW INDUSTRIALS INC 161.0 $45K -33.0 -17.0% $278.30
1386 BLUEROCK PVT REAL ESTATE FD 3,439.0 $45K -2K -38.5% $13.01
1387 OVV OVINTIV INC Energy 848.0 $45K -40.0 -4.5% $52.66 +25.2%
1388 SPTL SPDR SERIES TRUST 1,700.0 $45K +126.0 +8.0% $26.23 -3.8%
1389 IBDS ISHARES TR 1,840.0 $45K +1K +135.9% $24.22 -0.1%
1390 BBAR BANCO BBVA ARGENTINA S A Financial Services 2,268.0 $44K $19.61 -24.7%
1391 IGPT INVESCO EXCHANGE TRADED FD T 426.0 $44K $104.10 -13.7%
1392 TX TERNIUM SA Basic Materials 1,036.0 $44K -879.0 -45.9% $42.70 +29.1%
1393 YETI YETI HLDGS INC Consumer Cyclical 892.0 $44K +260.0 +41.1% $49.56 -13.1%
1394 CNX CNX RES CORP Energy 1,296.0 $44K -9.0 -0.7% $33.93 +7.5%
1395 TTMI TTM TECHNOLOGIES INC Technology 235.0 $44K +14.0 +6.3% $187.02 -42.7%
1396 NSIT INSIGHT ENTERPRISES INC Technology 359.0 $44K -56.0 -13.5% $121.80 +19.3%
1397 XENE XENON PHARMACEUTICALS INC Healthcare 724.0 $44K -21.0 -2.8% $60.36 +0.3%
1398 MSBI MIDLAND STATES BANCORP INC Financial Services 1,400.0 $44K $31.14 +5.3%
1399 BYD BOYD GAMING CORP Consumer Cyclical 493.0 $44K -38.0 -7.2% $88.30 -8.3%
1400 PSI INVESCO EXCHANGE TRADED FD T 231.0 $43K $187.92 -28.7%
Page 70 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%