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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 100 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 TKO TKO GROUP HOLDINGS INC Communication Services 26.0 $5K -2.0 -7.1% $209.00 -7.0%
1982 RAA ETF OPPORTUNITIES TRUST 197.0 $5K NEW $27.49 +9.2%
1983 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 55.0 $5K NEW $97.55 +18.4%
1984 NIO NIO INC Consumer Cyclical 1,047.0 $5K $5.10 +9.8%
1985 IXG ISHARES TR 44.0 $5K $120.80 +1.4%
1986 BHF BRIGHTHOUSE FINL INC Financial Services 82.0 $5K -11.0 -11.8% $64.79 -3.2%
1987 PBI PITNEY BOWES INC Industrials 500.0 $5K $10.57 +46.6%
1988 TECK TECK RESOURCES LTD Basic Materials 110.0 $5K -4.0 -3.5% $47.89 +27.8%
1989 VTS VITESSE ENERGY INC Energy 273.0 $5K $19.26 -4.7%
1990 PCY INVESCO EXCH TRADED FD TR II 242.0 $5K $21.66 -2.4%
1991 IPAY AMPLIFY ETF TR 100.0 $5K NEW $52.04 -12.9%
1992 DAYFORCE INC 75.0 $5K -46.0 -38.0% $69.16
1993 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 106.0 $5K -415.0 -79.7% $48.93 -2.2%
1994 SHYG ISHARES TR 120.0 $5K -5K -97.8% $42.87 -1.0%
1995 SPAB SPDR SERIES TRUST 196.0 $5K NEW $25.75 -1.6%
1996 CPT CAMDEN PPTY TR Real Estate 45.0 $5K -13.0 -22.4% $110.09 -3.6%
1997 SLVM SYLVAMO CORP Basic Materials 103.0 $5K -37.0 -26.4% $47.91 -22.0%
1998 ZG ZILLOW GROUP INC Communication Services 72.0 $5K -42.0 -36.8% $68.24 -45.9%
1999 WT WISDOMTREE INC Financial Services 400.0 $5K $12.19 +57.7%
2000 PSKY PARAMOUNT SKYDANCE CORP Communication Services 360.0 $5K -75.0 -17.2% $13.40 -24.4%
Page 100 of 127  ·  2,532 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%