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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 44 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SIGI SELECTIVE INS GROUP INC Financial Services 371.0 $31K -290.0 -43.9% $83.67 +8.4%
862 AMKR AMKOR TECHNOLOGY INC Technology 778.0 $31K -313.0 -28.7% $39.48 +66.5%
863 MANU MANCHESTER UTD PLC NEW Communication Services 1,928.0 $31K -1K -37.8% $15.92 +25.6%
864 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 654.0 $31K -278.0 -29.8% $46.68 -8.8%
865 VOT VANGUARD INDEX FDS 109.0 $30K -9.0 -7.6% $279.14 +4.3%
866 CMB.TECH NV 3,147.0 $30K -9K -74.3% $9.65
867 DBEF DBX ETF TR 628.0 $30K -438.0 -41.1% $48.11 +9.7%
868 AVNT AVIENT CORPORATION Basic Materials 960.0 $30K -330.0 -25.6% $31.24 +9.8%
869 PNW PINNACLE WEST CAP CORP Utilities 338.0 $30K -684.0 -66.9% $88.70 +16.1%
870 OPRA OPERA LTD Communication Services 2,106.0 $30K -2K -41.9% $14.16 +23.1%
871 PPA INVESCO EXCHANGE TRADED FD T 187.0 $29K -198.0 -51.4% $156.63 +8.7%
872 DAC DANAOS CORPORATION Industrials 309.0 $29K -339.0 -52.3% $94.18 +38.9%
873 DUOL DUOLINGO INC Technology 164.0 $29K -186.0 -53.1% $175.50 -39.3%
874 VKTX VIKING THERAPEUTICS INC Healthcare 812.0 $29K -511.0 -38.6% $35.18 -12.2%
875 VERX VERTEX INC Technology 1,423.0 $28K -241.0 -14.5% $19.97 -32.7%
876 DBEU DBX ETF TR 592.0 $28K -8K -93.1% $48.00 +7.9%
877 SHC SOTERA HEALTH CO Healthcare 1,605.0 $28K -3K -67.8% $17.64 -11.2%
878 MNDY MONDAY COM LTD Technology 191.0 $28K -2K -90.4% $147.55 -46.4%
879 TS TENARIS S A Energy 731.0 $28K -323.0 -30.6% $38.45 +60.2%
880 EVTC EVERTEC INC Technology 958.0 $28K -1K -53.2% $29.09 -14.9%
Page 44 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%