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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 45 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ZD ZIFF DAVIS INC Communication Services 792.0 $28K -481.0 -37.8% $35.15 +20.4%
882 FOUR SHIFT4 PMTS INC Technology 442.0 $28K -276.0 -38.4% $62.97 -30.9%
883 IDEV ISHARES TR 336.0 $28K -305.0 -47.6% $82.48 +8.9%
884 BILL BILL HOLDINGS INC Technology 508.0 $28K -490.0 -49.1% $54.54 -33.2%
885 COMERICA INC 317.0 $28K -98.0 -23.6% $86.93
886 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 552.0 $28K -736.0 -57.1% $49.82 +12.6%
887 NBTB NBT BANCORP INC Financial Services 662.0 $27K -28.0 -4.1% $41.52 +10.5%
888 IYC ISHARES TR 266.0 $27K -136.0 -33.8% $103.13 -1.1%
889 DAR DARLING INGREDIENTS INC Consumer Defensive 756.0 $27K -37.0 -4.7% $36.00 +60.7%
890 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 1,752.0 $27K -225.0 -11.4% $15.41 +18.1%
891 BNTX BIONTECH SE Healthcare 279.0 $27K -236.0 -45.8% $95.20 -4.5%
892 BUR BURFORD CAP LTD Financial Services 2,948.0 $26K -2K -42.8% $8.92 -47.3%
893 BRBR BELLRING BRANDS INC Consumer Defensive 983.0 $26K -23.0 -2.3% $26.73 -66.1%
894 ALKS ALKERMES PLC Healthcare 937.0 $26K -409.0 -30.4% $27.98 +32.1%
895 POTLATCHDELTIC CORPORATION 658.0 $26K -825.0 -55.6% $39.78
896 INTA INTAPP INC Technology 568.0 $26K -853.0 -60.0% $45.82 -55.7%
897 SPHD INVESCO EXCH TRADED FD TR II 541.0 $26K -383.0 -41.5% $48.04 +4.5%
898 NHC NATIONAL HEALTHCARE CORP Healthcare 189.0 $26K -377.0 -66.6% $137.09 +43.0%
899 SMR NUSCALE PWR CORP Utilities 1,806.0 $26K -100.0 -5.2% $14.17 -26.7%
900 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 272.0 $26K -300.0 -52.5% $93.95 +21.4%
Page 45 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%