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Portfolio (Quarterly) Guide ↗

Blue Trust, Inc.

· CIK 0001856022
13F Portfolio $9.5B AUM 3,745 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 306 New 681 Added 1076 Reduced 390 Exited
Page 52 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BC BRUNSWICK CORP Consumer Cyclical 21.0 $2K -9.0 -30.0% $84.24 -3.5%
1022 DKNG DRAFTKINGS INC NEW Consumer Cyclical 70.0 $2K -15.0 -17.6% $25.26 +2.8%
1023 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 128.0 $2K -33.0 -20.5% $13.26 +8.0%
1024 MATIV HOLDINGS INC 217.0 $2K -32.0 -12.8% $7.57
1025 SLM SLM CORP Financial Services 62.0 $2K -7.0 -10.1% $25.94 +1.6%
1026 FLUTTER ENTMT PLC 15.0 $2K -12.0 -44.4% $102.20
1027 TDS TELEPHONE & DATA SYS INC Communication Services 41.0 $2K -53.0 -56.4% $37.00 -10.6%
1028 BEKE KE HLDGS INC Real Estate 95.0 $1K -164.0 -63.3% $14.54 +21.8%
1029 TIGO MILLICOM INTL CELLULAR S A Communication Services 15.0 $1K -470.0 -96.9% $90.73 +2.5%
1030 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 29.0 $1K -18.0 -38.3% $45.93 +22.7%
1031 UNIT UNITI GROUP LLC Real Estate 115.0 $1K -114.0 -49.8% $11.47 -14.1%
1032 RBC RBC BEARINGS INC Industrials 2.0 $1K -1.0 -33.3% $644.00 -23.0%
1033 GGB GERDAU SA Basic Materials 302.0 $1K -2K -83.5% $4.04 +7.2%
1034 LAZ LAZARD INC Financial Services 28.0 $1K -7.0 -20.0% $41.93 +5.1%
1035 TDOC TELADOC HEALTH INC Healthcare 138.0 $1K -136.0 -49.6% $8.48 -26.9%
1036 BB BLACKBERRY LTD Technology 88.0 $1K -27.0 -23.5% $12.65 -39.5%
1037 DAN DANA INC Consumer Cyclical 40.0 $1K -26.0 -39.4% $27.20 +10.8%
1038 WYNN WYNN RESORTS LTD Consumer Cyclical 11.0 $1K -2.0 -15.4% $97.09 +2.4%
1039 STAG STAG INDUSTRIAL INC Real Estate 28.0 $1K -13.0 -31.7% $38.07 -2.7%
1040 NEOG NEOGEN CORP Healthcare 118.0 $1K -55.0 -31.8% $8.99 +29.0%
Page 52 of 54  ·  1,076 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
Technology 23.8%
Financial Services 21.6%
Healthcare 13.5%
Industrials 9.9%
Consumer Defensive 9.8%
Energy 6.1%
Consumer Cyclical 5.7%
Communication Services 3.5%
Utilities 2.5%
Basic Materials 2.5%