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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 97 of 129  ·  2,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 HYEM VANECK ETF TRUST 370.0 $7K NEW $20.05 +0.0%
1922 QBTS D-WAVE QUANTUM INC Technology 299.0 $7K NEW $24.71 -26.4%
1923 LIBERTY MEDIA CORP DEL 70.0 $7K NEW $104.46
1924 IYG ISHARES TR 81.0 $7K NEW $89.64 -2.9%
1925 OKTA OKTA INC Technology 79.0 $7K NEW $91.70 -6.5%
1926 DIGITALBRIDGE GROUP INC 618.0 $7K NEW $11.70
1927 FEZ SPDR INDEX SHS FDS 116.0 $7K NEW $62.12 +8.0%
1928 GNK GENCO SHIPPING & TRADING LTD Industrials 405.0 $7K NEW $17.79 +33.3%
1929 NVT NVENT ELECTRIC PLC Industrials 73.0 $7K NEW $98.64 +60.4%
1930 CMCO COLUMBUS MCKINNON CORP N Y Industrials 501.0 $7K NEW $14.34 -3.6%
1931 ORLA ORLA MNG LTD NEW Basic Materials 661.0 $7K NEW $10.80 +12.7%
1932 XPH SPDR SERIES TRUST 145.0 $7K NEW $47.94 +19.4%
1933 IYT ISHARES TR 96.0 $7K NEW $71.71 +13.6%
1934 NFRA FLEXSHARES TR 109.0 $7K NEW $62.92 +4.1%
1935 FLJP FRANKLIN TEMPLETON ETF TR 194.0 $7K NEW $34.56 +13.0%
1936 FLS FLOWSERVE CORP Industrials 126.0 $7K NEW $53.14 +21.2%
1937 TOST TOAST INC Technology 183.0 $7K NEW $36.51 -36.4%
1938 THO THOR INDS INC Consumer Cyclical 64.0 $7K NEW $103.70 -30.4%
1939 AAL AMERICAN AIRLS GROUP INC Industrials 577.0 $6K NEW $11.24 +15.2%
1940 PERIMETER SOLUTIONS INC 289.0 $6K NEW $22.39
Page 97 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%