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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 76 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 VERONA PHARMA PLC 355.0 $38K NEW $106.71
1502 VMC VULCAN MATLS CO Basic Materials 123.0 $38K NEW $307.62 -14.4%
1503 BLBD BLUE BIRD CORP Consumer Cyclical 656.0 $38K NEW $57.55 +12.6%
1504 TS TENARIS S A Energy 1,054.0 $38K NEW $35.77 +69.7%
1505 PAA PLAINS ALL AMERN PIPELINE L Energy 2,176.0 $37K NEW $17.06 +38.8%
1506 LW LAMB WESTON HLDGS INC Consumer Defensive 637.0 $37K NEW $58.08 -26.3%
1507 GNW GENWORTH FINL INC Financial Services 4,144.0 $37K NEW $8.90 +3.9%
1508 PEB PEBBLEBROOK HOTEL TR Real Estate 3,230.0 $37K NEW $11.39 +30.5%
1509 BRBR BELLRING BRANDS INC Consumer Defensive 1,006.0 $37K NEW $36.36 -75.1%
1510 ONTO ONTO INNOVATION INC Technology 281.0 $36K NEW $129.22 +102.3%
1511 URNM SPROTT FDS TR 600.0 $36K NEW $60.43 -3.9%
1512 NDSN NORDSON CORP Industrials 159.0 $36K NEW $226.95 +26.4%
1513 HOPE HOPE BANCORP INC Financial Services 3,347.0 $36K NEW $10.77 +15.6%
1514 NWN NORTHWEST NAT HLDG CO Utilities 800.0 $36K NEW $44.93 +10.9%
1515 IAG IAMGOLD CORP Basic Materials 2,769.0 $36K NEW $12.93 +29.8%
1516 DFSD DIMENSIONAL ETF TRUST 740.0 $36K NEW $48.19 -1.0%
1517 LKFN LAKELAND FINL CORP Financial Services 554.0 $36K NEW $64.20 -6.2%
1518 CDE COEUR MNG INC Basic Materials 1,892.0 $35K NEW $18.76 -5.0%
1519 SAFT SAFETY INS GROUP INC Financial Services 500.0 $35K NEW $70.69 +3.1%
1520 NNDM NANO DIMENSION LTD Technology 22,465.0 $35K NEW $1.57 +2.5%
Page 76 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%