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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 51 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WEST WESTROCK COFFEE CO Consumer Defensive 2,148.0 $9K -414.0 -16.2% $4.07 +107.9%
1002 UTZ UTZ BRANDS INC Consumer Defensive 836.0 $9K -253.0 -23.2% $10.38 -25.6%
1003 PXH INVESCO EXCH TRADED FD TR II 333.0 $9K -909.0 -73.2% $25.81 +10.8%
1004 STIP ISHARES TR 83.0 $8K -12K -99.3% $102.39 +0.9%
1005 COLB COLUMBIA BKG SYS INC Financial Services 297.0 $8K -16.0 -5.1% $27.95 +6.0%
1006 GWRE GUIDEWIRE SOFTWARE INC Technology 41.0 $8K -1.0 -2.4% $201.00 -32.5%
1007 DSX DIANA SHIPPING INC Industrials 4,958.0 $8K -32K -86.5% $1.66 +62.7%
1008 FIGS FIGS INC Consumer Cyclical 715.0 $8K -2K -74.0% $11.36 +9.5%
1009 TU TELUS CORPORATION Communication Services 611.0 $8K -3K -84.7% $13.17 -5.7%
1010 HELO J P MORGAN EXCHANGE TRADED F 119.0 $8K -14K -99.2% $66.43 +2.0%
1011 VTWV VANGUARD SCOTTSDALE FDS 49.0 $8K -5.0 -9.3% $159.94 +15.7%
1012 DIGITALBRIDGE GROUP INC 505.0 $8K -113.0 -18.3% $15.34
1013 CSGP COSTAR GROUP INC Real Estate 115.0 $8K -75.0 -39.5% $67.24 -49.5%
1014 WHR WHIRLPOOL CORP Consumer Cyclical 107.0 $8K -17.0 -13.7% $72.14 -42.5%
1015 PRFZ INVESCO EXCHANGE TRADED FD T 167.0 $8K -1K -85.7% $45.89 +10.6%
1016 XBI SPDR SERIES TRUST 62.0 $8K -73.0 -54.1% $121.94 +8.9%
1017 TME TENCENT MUSIC ENTMT GROUP Communication Services 425.0 $7K -494.0 -53.8% $17.53 -47.8%
1018 RNG RINGCENTRAL INC Technology 243.0 $7K -495.0 -67.1% $28.88 +50.7%
1019 KVUE KENVUE INC Consumer Defensive 401.0 $7K -2K -79.5% $17.25 +1.2%
1020 GGB GERDAU SA Basic Materials 1,828.0 $7K -5K -72.3% $3.69 +27.4%
Page 51 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%