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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $8.9B AUM 4,385 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 211 New 579 Added 1186 Reduced 247 Exited
Page 22 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 672.0 $43K +472.0 +236.0% $64.31 +26.5%
422 SANDISK CORP 179.0 $42K +144.0 +411.4% $237.38
423 CWI SPDR INDEX SHS FDS 1,174.0 $42K +655.0 +126.2% $35.92 +11.5%
424 SILJ AMPLIFY ETF TR 1,500.0 $42K +850.0 +130.8% $27.67 +4.2%
425 CDE COEUR MNG INC Basic Materials 2,324.0 $41K +432.0 +22.8% $17.83 -1.1%
426 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 668.0 $41K +414.0 +163.0% $61.27 -39.7%
427 SCHR SCHWAB STRATEGIC TR 1,622.0 $41K +376.0 +30.2% $25.08 -2.0%
428 FLCA FRANKLIN TEMPLETON ETF TR 826.0 $40K +756.0 +1080.0% $48.30 +8.3%
429 LYV LIVE NATION ENTERTAINMENT IN Communication Services 278.0 $40K +107.0 +62.6% $142.50 +16.2%
430 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,975.0 $39K +360.0 +22.3% $19.71 -27.9%
431 SMCI SUPER MICRO COMPUTER INC Technology 1,313.0 $38K +214.0 +19.5% $29.27 +21.6%
432 PAGP PLAINS GP HLDGS L P Energy 1,995.0 $38K +212.0 +11.9% $19.14 +35.6%
433 IBTO ISHARES TR 1,555.0 $38K +2K +10000.0% $24.55 -2.3%
434 SCI SERVICE CORP INTL Consumer Cyclical 487.0 $38K +170.0 +53.6% $77.97 -0.7%
435 GNW GENWORTH FINL INC Financial Services 4,166.0 $38K +22.0 +0.5% $9.03 +0.4%
436 MOS MOSAIC CO NEW Basic Materials 1,502.0 $36K +116.0 +8.4% $24.09 -6.6%
437 THC TENET HEALTHCARE CORP Healthcare 176.0 $35K +5.0 +2.9% $198.72 -12.6%
438 DAVE INC 153.0 $34K +79.0 +106.8% $221.41
439 NSIT INSIGHT ENTERPRISES INC Technology 415.0 $34K +69.0 +19.9% $81.47 +20.0%
440 XENE XENON PHARMACEUTICALS INC Healthcare 745.0 $33K +717.0 +2560.7% $44.82 +20.9%
Page 22 of 29  ·  579 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 25.5%
Technology 19.9%
Healthcare 14.1%
Industrials 9.9%
Consumer Defensive 9.8%
Consumer Cyclical 5.8%
Energy 4.8%
Communication Services 4.3%
Utilities 2.5%
Basic Materials 2.0%