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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 118 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 GALAXY DIGITAL INC. 32.0 $709.0 -8.0 -20.0% $22.16
2342 CWT CALIFORNIA WTR SVC GROUP Utilities 16.0 $693.0 -6.0 -27.3% $43.31 -0.2%
2343 DEI DOUGLAS EMMETT INC Real Estate 63.0 $693.0 +1.0 +1.6% $11.00 +4.2%
2344 AHCO ADAPTHEALTH CORP Healthcare 69.0 $687.0 NEW $9.96 +5.8%
2345 KWR QUAKER HOUGHTON Basic Materials 5.0 $687.0 $137.40 +1.3%
2346 NEU NEWMARKET CORP Basic Materials 1.0 $687.0 $687.00 +4.8%
2347 EPC EDGEWELL PERS CARE CO Consumer Defensive 40.0 $682.0 $17.05 +1.9%
2348 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 30.0 $678.0 -35.0 -53.9% $22.60 +25.6%
2349 AMERICAN STRATEGIC INVEST CO 81.0 $671.0 $8.28
2350 KN KNOWLES CORP Technology 31.0 $664.0 $21.42 +64.5%
2351 PFFD GLOBAL X FDS 35.0 $662.0 -25.0 -41.7% $18.91 -0.6%
2352 DNLI DENALI THERAPEUTICS INC Healthcare 40.0 $660.0 $16.50 +17.0%
2353 SGRY SURGERY PARTNERS INC Healthcare 42.0 $649.0 NEW $15.45 -12.7%
2354 EATON VANCE TAX-MANAGED BUY- 45.0 $646.0 $14.36
2355 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 125.0 $645.0 -200.0 -61.5% $5.16 +0.8%
2356 FNDE SCHWAB STRATEGIC TR 18.0 $634.0 -3K -99.3% $35.22 +14.8%
2357 BTO HANCOCK JOHN FINL OPPTYS FD Financial Services 18.0 $631.0 -10.0 -35.7% $35.06 +4.0%
2358 FLAGSTAR BANK NATIONAL ASSOC 50.0 $630.0 $12.60
2359 BRX BRIXMOR PPTY GROUP INC Real Estate 24.0 $629.0 -2K -99.0% $26.21 +17.7%
2360 ASGN ASGN INC Technology 13.0 $626.0 $48.15 -60.3%
Page 118 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%