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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 107 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 200.0 $2K $11.87 -3.7%
2122 CBAN COLONY BANKCORP INC Financial Services 132.0 $2K NEW $17.82 +11.1%
2123 SOHU SOHU COM LTD Technology 150.0 $2K -33.0 -18.0% $15.64 -11.4%
2124 EDV VANGUARD WORLD FD 36.0 $2K NEW $65.00 -4.4%
2125 EPI WISDOMTREE TR 50.0 $2K -155.0 -75.6% $46.42 -9.3%
2126 LBRT LIBERTY ENERGY INC Energy 125.0 $2K $18.46 +78.1%
2127 NFRA FLEXSHARES TR 38.0 $2K -71.0 -65.1% $60.50 +9.2%
2128 RITM RITHM CAPITAL CORP Real Estate 210.0 $2K $10.90 -15.0%
2129 MCHI ISHARES TR 38.0 $2K $60.08 -6.9%
2130 SEALED AIR CORP NEW 55.0 $2K -65.0 -54.2% $41.44
2131 WKC WORLD KINECT CORPORATION Energy 97.0 $2K $23.43 +24.1%
2132 FENI FIDELITY COVINGTON TRUST 62.0 $2K +1.0 +1.6% $36.52 +9.7%
2133 CVE CENOVUS ENERGY INC Energy 133.0 $2K -676.0 -83.6% $16.92 +79.1%
2134 BC BRUNSWICK CORP Consumer Cyclical 30.0 $2K $74.23 +6.1%
2135 CMCO COLUMBUS MCKINNON CORP N Y Industrials 128.0 $2K -373.0 -74.5% $17.25 -15.0%
2136 HIW HIGHWOODS PPTYS INC Real Estate 84.0 $2K +2.0 +2.4% $25.82 -1.1%
2137 HTHT H WORLD GROUP LTD Consumer Cyclical 46.0 $2K -288.0 -86.2% $47.07 -1.5%
2138 ORC ORCHID IS CAP INC Real Estate 300.0 $2K $7.20 -5.1%
2139 CMPS COMPASS PATHWAYS PLC Healthcare 310.0 $2K $6.90 +68.0%
2140 SPH SUBURBAN PROPANE PARTNERS L Utilities 115.0 $2K -50.0 -30.3% $18.54 +10.1%
Page 107 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%