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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 84 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 FNDE SCHWAB STRATEGIC TR 500.0 $20K +482.0 +2677.8% $39.68 +5.5%
1662 AMTX AEMETIS INC Energy 12,026.0 $20K $1.64 +26.2%
1663 IBHG ISHARES TR 892.0 $20K +21.0 +2.4% $22.08 -0.4%
1664 FIRST TR EXCH TRADED FD III 266.0 $20K NEW $73.81
1665 SMR NUSCALE PWR CORP Utilities 1,939.0 $19K +133.0 +7.4% $10.03 -6.3%
1666 TQQQ PROSHARES TR 240.0 $19K $81.00 -12.1%
1667 CEW WISDOMTREE TR 1,000.0 $19K $19.32 +3.7%
1668 MDXG MIMEDX GROUP INC Healthcare 5,000.0 $19K $3.85 +12.5%
1669 RTO RENTOKIL INITIAL PLC Industrials 672.0 $19K +28.0 +4.3% $28.61 -17.3%
1670 IBDR ISHARES TR 793.0 $19K +13.0 +1.7% $24.22 +0.0%
1671 SEIM SEI EXCHANGE TRADED FUNDS 342.0 $19K NEW $56.15 -3.6%
1672 IT GARTNER INC Technology 148.0 $19K -85.0 -36.5% $129.64 +51.1%
1673 THD ISHARES INC 265.0 $19K $72.31 +3.4%
1674 RNR RENAISSANCERE HLDGS LTD Financial Services 60.0 $19K -101.0 -62.7% $316.92 +2.1%
1675 GDDY GODADDY INC Technology 224.0 $19K -646.0 -74.2% $84.88 +14.4%
1676 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 2,398.0 $19K $7.88 -4.7%
1677 VKTX VIKING THERAPEUTICS INC Healthcare 482.0 $19K -330.0 -40.6% $39.01 -13.1%
1678 OHI OMEGA HEALTHCARE INVS INC Real Estate 394.0 $19K -80.0 -16.9% $47.68 -2.2%
1679 MOS MOSAIC CO Basic Materials 886.0 $19K -616.0 -41.0% $21.20 +15.2%
1680 OWL BLUE OWL CAPITAL INC Financial Services 2,144.0 $19K +1K +147.3% $8.75 +33.4%
Page 84 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%