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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 10 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TDY TELEDYNE TECHNOLOGIES INC Technology 1,682.0 $859K 0.01% -40.0 -2.3% $510.73 +20.3%
182 LNT ALLIANT ENERGY CORP Utilities 13,194.0 $858K 0.01% -2K -12.4% $65.01 +12.7%
183 SONY SONY GROUP CORP Technology 33,186.0 $850K 0.01% -3K -9.4% $25.60 -10.9%
184 TM TOYOTA MOTOR CORP Consumer Cyclical 3,960.0 $848K 0.01% -1K -22.0% $214.06 -11.3%
185 XLF SELECT SECTOR SPDR TR 15,199.0 $832K 0.01% -5K -23.4% $54.77 -5.6%
186 INDA ISHARES TR 15,336.0 $829K 0.01% -2K -9.5% $54.05 -11.1%
187 OAKTREE SPECIALTY LENDING CO 64,854.0 $826K 0.01% -7K -9.8% $12.74
188 RJF RAYMOND JAMES FINL INC Financial Services 5,137.0 $825K 0.01% -202.0 -3.8% $160.60 -5.3%
189 MOOG INC 3,376.0 $822K 0.01% -882.0 -20.7% $243.57
190 SKM SK TELECOM CO LTD Communication Services 39,693.0 $815K 0.01% -6K -12.4% $20.53 +84.9%
191 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 7,980.0 $807K 0.01% -1K -14.7% $101.07 +20.1%
192 LII LENNOX INTL INC Industrials 1,659.0 $806K 0.01% -23.0 -1.4% $485.58 -1.0%
193 IMVP INVESCO INDIA EXCHANGE-TRADE 32,855.0 $799K 0.01% -2K -6.2% $24.31 -14.2%
194 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 9,917.0 $796K 0.01% -1K -12.9% $80.30 -2.3%
195 BOX BOX INC Technology 26,467.0 $792K 0.01% -4K -13.6% $29.91 -15.1%
196 EFG ISHARES TR 6,947.0 $791K 0.01% -6K -48.3% $113.91 +6.6%
197 AN AUTONATION INC Consumer Cyclical 3,808.0 $786K 0.01% -44.0 -1.1% $206.48 -9.7%
198 MDB MONGODB INC Technology 1,822.0 $765K 0.01% -232.0 -11.3% $419.69 -24.3%
199 GD GENERAL DYNAMICS CORP Industrials 2,269.0 $764K 0.01% -98.0 -4.1% $336.70 +0.6%
200 BAP CREDICORP LTD Financial Services 2,643.0 $758K 0.01% -200.0 -7.0% $286.95 +19.9%
Page 10 of 60  ·  1,186 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%