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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 104 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 44.0 $3K -51.0 -53.7% $75.57 +7.1%
2062 EDIT EDITAS MEDICINE INC Healthcare 1,600.0 $3K NEW $2.05 +30.2%
2063 UNF UNIFIRST CORP MASS Industrials 17.0 $3K -303.0 -94.7% $192.88 +37.0%
2064 IYT ISHARES TR 44.0 $3K -52.0 -54.2% $74.50 +9.2%
2065 RGEN REPLIGEN CORP Healthcare 20.0 $3K $163.85 -31.8%
2066 KXI ISHARES TR 50.0 $3K -39.0 -43.8% $64.66 +6.8%
2067 AGNC AGNC INVT CORP Real Estate 300.0 $3K -250.0 -45.5% $10.72 -4.3%
2068 NPWR NET POWER INC Industrials 1,390.0 $3K $2.28 -17.5%
2069 DMO WESTERN ASSET MTG DEFINED OP Financial Services 285.0 $3K $11.06 +0.5%
2070 ENFR ALPS ETF TR 100.0 $3K -15.0 -13.0% $31.46 +26.8%
2071 HYG ISHARES TR 39.0 $3K $80.64 -0.9%
2072 SBRA SABRA HEALTH CARE REIT INC Real Estate 166.0 $3K NEW $18.94 +11.2%
2073 SCD LMP CAP & INCOME FD INC Financial Services 210.0 $3K NEW $14.81 +2.9%
2074 BARNES & NOBLE ED INC 333.0 $3K $9.19
2075 SNEX STONEX GROUP INC Financial Services 32.0 $3K $95.12 +18.7%
2076 IYG ISHARES TR 33.0 $3K -48.0 -59.3% $92.24 -5.5%
2077 DPST DIREXION SHS ETF TR 30.0 $3K $101.03 +11.6%
2078 MATIV HOLDINGS INC 249.0 $3K $12.15
2079 SCZ ISHARES TR 39.0 $3K $77.54 +9.8%
2080 PSK SPDR SERIES TRUST 95.0 $3K -35.0 -26.9% $31.69 -2.5%
Page 104 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%