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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 111 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 GXO GXO LOGISTICS INCORPORATED Industrials 28.0 $1K $52.64 -11.3%
2202 INGRAM MICRO HLDG CORP 69.0 $1K $21.33
2203 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 60.0 $1K $24.12 +11.5%
2204 CIM CHIMERA INVT CORP Real Estate 116.0 $1K -20.0 -14.7% $12.43 +6.9%
2205 EWL ISHARES INC 24.0 $1K $59.96 +4.8%
2206 KULR TECHNOLOGY GROUP INC 486.0 $1K $2.96
2207 PDS PRECISION DRILLING CORP Energy 20.0 $1K -4.0 -16.7% $71.90 +33.9%
2208 SLAB SILICON LABORATORIES INC Technology 11.0 $1K $130.73 +65.9%
2209 BBNX BETA BIONICS INC Healthcare 47.0 $1K $30.47 -65.2%
2210 ALV AUTOLIV INC Consumer Cyclical 12.0 $1K -67.0 -84.8% $118.67 +1.3%
2211 CALF PACER FDS TR 32.0 $1K NEW $44.38 +7.8%
2212 BROOKFIELD ASSET MANAGMT LTD 27.0 $1K -1.0 -3.6% $52.41
2213 DBMF LITMAN GREGORY FDS TR 50.0 $1K $28.06 +10.9%
2214 SPFF GLOBAL X FDS 150.0 $1K $9.32 +0.9%
2215 SIRI SIRIUSXM HOLDINGS INC Communication Services 70.0 $1K +11.0 +18.6% $19.93 +35.7%
2216 ATKR ATKORE INC Industrials 22.0 $1K $63.27 +20.4%
2217 DXYZ DESTINY TECH100 INC 45.0 $1K NEW $30.62 +101.4%
2218 TRIP TRIPADVISOR INC Consumer Cyclical 94.0 $1K $14.56 -31.8%
2219 UDN INVESCO DB US DLR INDEX TR Financial Services 75.0 $1K -100.0 -57.1% $18.24 -0.3%
2220 IAK ISHARES TR 10.0 $1K NEW $136.20 -1.4%
Page 111 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%