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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 102 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 DIV GLOBAL X FDS 250.0 $4K $17.32 +12.6%
2022 TXNM ENERGY INC 73.0 $4K -410.0 -84.9% $58.88
2023 NWS NEWS CORP NEW Communication Services 145.0 $4K $29.63 +1.5%
2024 METALLUS INC 250.0 $4K $17.16
2025 QFIN QFIN HOLDINGS INC Financial Services 217.0 $4K -404.0 -65.1% $19.27 -34.8%
2026 OI O-I GLASS INC Consumer Cyclical 280.0 $4K $14.76 -39.0%
2027 TPLC TIMOTHY PLAN 91.0 $4K $45.35 +6.6%
2028 LUMN LUMEN TECHNOLOGIES INC Communication Services 530.0 $4K -68.0 -11.4% $7.77 +21.5%
2029 FLS FLOWSERVE CORP Industrials 59.0 $4K -67.0 -53.2% $69.37 -0.9%
2030 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 31.0 $4K +4.0 +14.8% $131.84 -33.9%
2031 BEKE KE HLDGS INC Real Estate 259.0 $4K -637.0 -71.1% $15.76 +7.2%
2032 FS SPECIALTY LENDING FD 285.0 $4K NEW $14.14
2033 OCCIDENTAL PETE CORP 209.0 $4K +9.0 +4.5% $19.26
2034 AMAL AMALGAMATED FINANCIAL CORP Financial Services 125.0 $4K NEW $32.03 +29.2%
2035 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 189.0 $4K NEW $20.74 +4.9%
2036 NBR NABORS INDUSTRIES LTD Energy 72.0 $4K $54.29 +92.6%
2037 TDS TELEPHONE & DATA SYS INC Communication Services 94.0 $4K -4.0 -4.1% $41.00 +1.5%
2038 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 205.0 $4K -13.0 -6.0% $18.75 -26.7%
2039 SPSM SPDR SERIES TRUST 82.0 $4K -246.0 -75.0% $46.87 +13.1%
2040 SLRC SLR INVESTMENT CORP Financial Services 246.0 $4K $15.46 -15.2%
Page 102 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%