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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 13 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CSX CSX CORP Industrials 35,896.0 $1.3M 0.01% -442.0 -1.2% $36.25 +26.6%
242 RIO RIO TINTO PLC Basic Materials 16,255.0 $1.3M 0.01% +3K +21.3% $80.03 +29.1%
243 SCHW SCHWAB CHARLES CORP Financial Services 12,905.0 $1.3M 0.01% -459.0 -3.4% $99.91 -9.8%
244 WWD WOODWARD INC Industrials 4,163.0 $1.3M 0.01% -158.0 -3.7% $302.31 +17.9%
245 CEF SPROTT ASSET MANAGEMENT LP Financial Services 27,432.0 $1.3M 0.01% -400.0 -1.4% $45.80 +4.7%
246 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 18,235.0 $1.2M 0.01% +2K +9.3% $68.36 -11.8%
247 NOW SERVICENOW INC Technology 8,059.0 $1.2M 0.01% +6K +372.9% $153.19 -34.9%
248 DAL DELTA AIR LINES INC DEL Industrials 17,390.0 $1.2M 0.01% -690.0 -3.8% $69.40 +9.0%
249 BCS BARCLAYS PLC Financial Services 47,140.0 $1.2M 0.01% -9K -15.6% $25.45 -5.8%
250 ARES ARES MANAGEMENT CORPORATION Financial Services 7,337.0 $1.2M 0.01% -637.0 -8.0% $161.63 -23.3%
251 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,549.0 $1.2M 0.01% +81.0 +1.8% $257.21 -14.4%
252 IBD NORTHERN LTS FD TR IV 47,888.0 $1.2M 0.01% +32K +200.4% $24.20 -1.6%
253 BALT INNOVATOR ETFS TRUST 34,556.0 $1.2M 0.01% -1K -3.1% $33.51 +1.8%
254 INTC INTEL CORP Technology 31,149.0 $1.1M 0.01% -2K -6.0% $36.90 +221.1%
255 PGR PROGRESSIVE CORP Financial Services 5,045.0 $1.1M 0.01% -70.0 -1.4% $227.70 -11.0%
256 MSI MOTOROLA SOLUTIONS INC Technology 2,995.0 $1.1M 0.01% -311.0 -9.4% $383.32 +4.4%
257 XLK SELECT SECTOR SPDR TR 7,968.0 $1.1M 0.01% +4K +109.6% $143.97 +24.1%
258 COF CAPITAL ONE FINL CORP Financial Services 4,733.0 $1.1M 0.01% -254.0 -5.1% $242.35 -23.0%
259 IMO IMPERIAL OIL LTD Energy 13,200.0 $1.1M 0.01% -2K -11.6% $86.31 +55.1%
260 UBS UBS GROUP AG Financial Services 24,574.0 $1.1M 0.01% +791.0 +3.3% $46.31 +2.1%
Page 13 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%