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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 94 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 PERIMETER SOLUTIONS INC 289.0 $10K $35.65
1862 IPAR INTERPARFUMS INC Consumer Defensive 92.0 $10K -495.0 -84.3% $111.86 +3.3%
1863 DBMF LITMAN GREGORY FDS TR 336.0 $10K +286.0 +572.0% $30.62 +2.4%
1864 ADNT ADIENT PLC Consumer Cyclical 553.0 $10K -35.0 -6.0% $18.38 +8.9%
1865 HELO J P MORGAN EXCHANGE TRADED F 149.0 $10K +30.0 +25.2% $67.58 +2.7%
1866 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 226.0 $10K NEW $44.42 +10.7%
1867 VSS VANGUARD INTL EQUITY INDEX F 65.0 $10K -164.0 -71.6% $154.29 +3.7%
1868 METL SPROTT FDS TR 388.0 $10K -2K -83.6% $25.72 +13.7%
1869 FPF FIRST TR INTER DURATN PFD & Financial Services 547.0 $10K $18.17 -2.7%
1870 FS SPECIALTY LENDING FD 889.0 $10K +604.0 +211.9% $11.15
1871 HUN HUNTSMAN CORP Basic Materials 932.0 $10K NEW $10.62 -6.1%
1872 VRRM VERRA MOBILITY CORP Technology 2,326.0 $10K $4.25 +7.3%
1873 FLTR VANECK ETF TRUST 386.0 $10K -36K -99.0% $25.61 -0.0%
1874 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 159.0 $10K -182.0 -53.4% $61.82 -2.4%
1875 ISRA VANECK ETF TRUST 150.0 $10K $64.87 +2.6%
1876 EQX EQUINOX GOLD CORP Basic Materials 1,000.0 $10K -300.0 -23.1% $9.72 +39.2%
1877 TCBI TEXAS CAP BANCSHARES INC Financial Services 94.0 $10K $103.26 -4.8%
1878 U UNITY SOFTWARE INC Technology 339.0 $10K -803.0 -70.3% $28.58 +64.2%
1879 MOD MODINE MFG CO Consumer Cyclical 36.0 $10K $267.03 -26.0%
1880 DVYA ISHARES INC 200.0 $9K NEW $47.30 +10.9%
Page 94 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%