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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 27 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ORI OLD REP INTL CORP Financial Services 3,057.0 $140K 0.00% -389.0 -11.3% $45.64 -13.8%
522 PLXS PLEXUS CORP Technology 948.0 $139K 0.00% -173.0 -15.4% $147.00 +80.8%
523 HAL HALLIBURTON CO Energy 4,931.0 $139K 0.00% -370.0 -7.0% $28.26 +46.7%
524 AVT AVNET INC Technology 2,874.0 $138K 0.00% -605.0 -17.4% $48.08 +78.7%
525 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 6,464.0 $137K 0.00% -1K -18.1% $21.23 +18.4%
526 VOE VANGUARD INDEX FDS 773.0 $137K 0.00% -96.0 -11.1% $177.37 +9.6%
527 ARMK ARAMARK Industrials 3,716.0 $137K 0.00% -72.0 -1.9% $36.86 +39.1%
528 EBAY EBAY INC. Consumer Cyclical 1,565.0 $136K 0.00% -310.0 -16.5% $87.11 +32.9%
529 EXPE EXPEDIA GROUP INC Consumer Cyclical 479.0 $136K 0.00% -266.0 -35.7% $283.59 -24.3%
530 DORM DORMAN PRODS INC Consumer Cyclical 1,102.0 $136K 0.00% -161.0 -12.8% $123.19 -4.1%
531 CLX CLOROX CO DEL Consumer Defensive 1,325.0 $134K 0.00% -8.0 -0.6% $100.85 -5.7%
532 PCAR PACCAR INC Industrials 1,219.0 $134K 0.00% -112.0 -8.4% $109.52 -0.2%
533 VESTA REAL ESTATE CORP 4,375.0 $133K 0.00% -674.0 -13.3% $30.49
534 HSBC HSBC HLDGS PLC Financial Services 1,691.0 $133K 0.00% -449.0 -21.0% $78.67 +17.0%
535 DOX AMDOCS LTD Technology 1,623.0 $131K 0.00% -86.0 -5.0% $80.51 -22.2%
536 PPLT ABRDN PLATINUM ETF TRUST Financial Services 700.0 $131K 0.00% -5.0 -0.7% $186.43 -90.6%
537 APTIV PLC 1,713.0 $130K 0.00% -409.0 -19.3% $76.09
538 IHI ISHARES TR 2,084.0 $130K 0.00% -31.0 -1.5% $62.15 -18.6%
539 XRAY DENTSPLY SIRONA INC Healthcare 11,329.0 $129K 0.00% -3K -23.4% $11.43 -10.7%
540 TIMB TIM S A Communication Services 6,646.0 $129K 0.00% -555.0 -7.7% $19.45 +15.0%
Page 27 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%