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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
Q2 2026 Q4 2025 · All 211 New 579 Added 1186 Reduced
Page 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACLX ARCELLX INC Healthcare 8.0 $522.0 NEW $65.25 +76.4%
162 BRZE BRAZE INC Technology 15.0 $514.0 NEW $34.27 +0.8%
163 LIFE360 INC 8.0 $513.0 NEW $64.12
164 SOLENO THERAPEUTICS INC 11.0 $509.0 NEW $46.27
165 RRR RED ROCK RESORTS INC Consumer Cyclical 8.0 $496.0 NEW $62.00 -8.1%
166 DJCO DAILY JOURNAL CORP Technology 1.0 $487.0 NEW $487.00 +28.1%
167 GSAT GLOBALSTAR INC Communication Services 8.0 $484.0 NEW $60.50 +35.1%
168 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 9.0 $467.0 NEW $51.89 -8.0%
169 CRK COMSTOCK RES INC Energy 20.0 $464.0 NEW $23.20 -38.4%
170 ROG ROGERS CORP Technology 5.0 $458.0 NEW $91.60 +37.0%
171 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 21.0 $456.0 NEW $21.71 -13.7%
172 BKSY BLACKSKY TECHNOLOGY INC Technology 24.0 $452.0 NEW $18.83 +25.8%
173 CACC CREDIT ACCEP CORP MICH Financial Services 1.0 $443.0 NEW $443.00 +34.3%
174 GPOR GULFPORT ENERGY CORP Energy 2.0 $416.0 NEW $208.00 -15.2%
175 NUVL NUVALENT INC Healthcare 4.0 $402.0 NEW $100.50 +23.3%
176 CALX CALIX INC Technology 7.0 $371.0 NEW $53.00 -29.3%
177 GSHD GOOSEHEAD INS INC Financial Services 5.0 $368.0 NEW $73.60 -3.2%
178 FRHC FREEDOM HLDG CORP NEV Financial Services 3.0 $365.0 NEW $121.67 +43.7%
179 CRC CALIFORNIA RES CORP Energy 8.0 $358.0 NEW $44.75 +16.7%
180 RDNT RADNET INC Healthcare 5.0 $357.0 NEW $71.40 +4.5%
Page 9 of 11  ·  211 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 25.8%
Technology 20.1%
Healthcare 14.2%
Industrials 10.0%
Consumer Defensive 9.9%
Consumer Cyclical 5.9%
Energy 4.6%
Communication Services 3.4%
Utilities 2.5%
Basic Materials 2.1%