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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 2 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 XPRO EXPRO GROUP HOLDINGS NV Energy 4,844 $58K 0.00% SOLD
22 SPEM SPDR INDEX SHS FDS 1,227 $57K 0.00% SOLD
23 SSB SOUTHSTATE CORPORATION Financial Services 551 $54K 0.00% SOLD
24 PHO INVESCO EXCHANGE TRADED FD T 746 $54K 0.00% SOLD
25 CMF ISHARES TR 701 $40K SOLD
26 RING ISHARES INC 610 $39K SOLD
27 CHY CALAMOS CONV & HIGH INCOME F Financial Services 3,414 $38K SOLD
28 VERONA PHARMA PLC 355 $38K SOLD
29 SAFT SAFETY INS GROUP INC Financial Services 500 $35K SOLD
30 SANDSTORM GOLD LTD 2,589 $32K SOLD
31 HANESBRANDS INC 4,772 $31K SOLD
32 THNQ EXCHANGE TRADED CONCEPTS TRU 480 $31K SOLD
33 MRC GLOBAL INC 2,098 $30K SOLD
34 FNDC SCHWAB STRATEGIC TR 662 $29K SOLD
35 GHM GRAHAM CORP Industrials 515 $28K SOLD
36 SCHH SCHWAB STRATEGIC TR 1,223 $26K SOLD
37 SPSC SPS COMM INC Technology 240 $25K SOLD
38 CUSHMAN WAKEFIELD PLC 1,517 $24K SOLD
39 TTI TETRA TECHNOLOGIES INC DEL Energy 3,901 $22K SOLD
40 SUNRISE COMMUNICATIONS AG 365 $21K SOLD
Page 2 of 13  ·  247 positions
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%