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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 99 of 123  ·  2,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 EWU ISHARES TR 147.0 $7K NEW $46.14 +6.1%
1962 WT WISDOMTREE INC Financial Services 400.0 $7K $16.94 +38.8%
1963 PEBK PEOPLES BANCORP N C INC Financial Services 157.0 $7K $43.09 +2.9%
1964 UVIX VS TRUST Financial Services 2,150.0 $7K $3.09 +1311.5%
1965 QQQE DIREXION SHARES ETF TRUST 54.0 $7K $122.80 -0.0%
1966 NOBL PROSHARES TR 118.0 $7K +59.0 +100.0% $56.16 +4.6%
1967 TMP TOMPKINS FINL CORP Financial Services 70.0 $7K NEW $94.51 +3.6%
1968 EPP ISHARES INC 124.0 $7K NEW $53.26 +9.1%
1969 SLYG SPDR SERIES TRUST 55.0 $7K NEW $119.33 -2.8%
1970 PRIM PRIMORIS SVCS CORP Industrials 66.0 $7K -3K -98.1% $99.20 -22.2%
1971 SLYV SPDR SERIES TRUST 60.0 $7K +10.0 +20.0% $109.12 +1.2%
1972 XMHQ INVESCO EXCHANGE TRADED FD T 58.0 $7K NEW $112.88 +5.7%
1973 U HAUL HOLDING COMPANY 113.0 $7K -2K -93.0% $57.70
1974 KMX CARMAX INC Consumer Cyclical 123.0 $7K -1K -91.4% $52.89 +17.5%
1975 JD JD.COM INC Consumer Cyclical 255.0 $6K -92.0 -26.5% $25.48 +15.3%
1976 CCC CCC INTELLIGENT SOLUTIONS HL Technology 1,258.0 $6K +1K +860.3% $5.16 +44.6%
1977 FIVE FIVE BELOW INC Consumer Cyclical 36.0 $6K $179.86 +39.1%
1978 ORLA ORLA MNG LTD NEW Basic Materials 661.0 $6K $9.79 -3.6%
1979 DIOD DIODES INC Technology 59.0 $6K $109.44 -14.1%
1980 TAL TAL ED GROUP Consumer Defensive 671.0 $6K -31.0 -4.4% $9.57 +18.3%
Page 99 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%