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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 57 of 60  ·  1,186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AAT AMERICAN ASSETS TR INC Real Estate 62.0 $1K -26.0 -29.6% $18.94 +17.0%
1122 FNF FIDELITY NATIONAL FINANCIAL Financial Services 21.0 $1K -528.0 -96.2% $54.57 -9.5%
1123 KBWD INVESCO EXCH TRADED FD TR II 80.0 $1K -50.0 -38.5% $13.66 -8.7%
1124 RH RH Consumer Cyclical 6.0 $1K -8.0 -57.1% $179.17 -25.7%
1125 LI LI AUTO INC Consumer Cyclical 63.0 $1K -113.0 -64.2% $16.92 -4.3%
1126 BKLN INVESCO EXCH TRADED FD TR II 50.0 $1K -2K -98.0% $21.00 -2.4%
1127 NNN NNN REIT INC Real Estate 25.0 $991.0 -111.0 -81.6% $39.64 +13.5%
1128 KRYS KRYSTAL BIOTECH INC Healthcare 4.0 $986.0 -2.0 -33.3% $246.50 +23.4%
1129 WIP SPDR SERIES TRUST 25.0 $985.0 -70.0 -73.7% $39.40 +2.1%
1130 UA UNDER ARMOUR INC Consumer Cyclical 201.0 $967.0 -61.0 -23.3% $4.81 +4.6%
1131 STNG SCORPIO TANKERS INC Energy 19.0 $966.0 -10.0 -34.5% $50.84 +60.7%
1132 CNH INDL N V 103.0 $950.0 -134.0 -56.5% $9.22
1133 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 125.0 $918.0 -14.0 -10.1% $7.34 +24.6%
1134 VOOG VANGUARD ADMIRAL FDS INC 2.0 $893.0 -28.0 -93.3% $446.50 -81.6%
1135 SKT TANGER INC Real Estate 26.0 $868.0 -24.0 -48.0% $33.38 +6.7%
1136 PEX PROSHARES TR 35.0 $865.0 -10.0 -22.2% $24.71 -11.8%
1137 NSA NATIONAL STORAGE AFFILIATES Real Estate 30.0 $846.0 -10.0 -25.0% $28.20 +51.7%
1138 SLG SL GREEN RLTY CORP Real Estate 18.0 $826.0 -6.0 -25.0% $45.89 -9.7%
1139 KRC KILROY RLTY CORP Real Estate 22.0 $822.0 -4.0 -15.4% $37.36 -8.6%
1140 BEPC BROOKFIELD RENEWABLE CORP Utilities 21.0 $805.0 -16.0 -43.2% $38.33 -1.9%
Page 57 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%