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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 15 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MAIN MAIN STR CAP CORP Financial Services 17,288.0 $1.0M 0.01% +254.0 +1.5% $60.39 -15.5%
282 VBK VANGUARD INDEX FDS 3,425.0 $1.0M 0.01% -182.0 -5.0% $302.13 +13.7%
283 PANW PALO ALTO NETWORKS INC Technology 5,573.0 $1.0M 0.01% -432.0 -7.2% $184.20 +37.3%
284 KGC KINROSS GOLD CORP Basic Materials 36,419.0 $1.0M 0.01% $28.16 +1.8%
285 DFAX DIMENSIONAL ETF TRUST 31,298.0 $1.0M 0.01% +444.0 +1.4% $32.73 +13.2%
286 INTU INTUIT Technology 1,523.0 $1.0M 0.01% -208.0 -12.0% $662.36 -53.6%
287 SNA SNAP ON INC Industrials 2,913.0 $1.0M 0.01% -41.0 -1.4% $344.54 +4.5%
288 AMT AMERICAN TOWER CORP NEW Real Estate 5,711.0 $1.0M 0.01% -1K -17.3% $175.58 +4.7%
289 SNOW SNOWFLAKE INC Technology 4,529.0 $993K 0.01% +154.0 +3.5% $219.36 -23.9%
290 MDT MEDTRONIC PLC Healthcare 10,278.0 $987K 0.01% -70.0 -0.7% $96.05 -18.6%
291 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,093.0 $976K 0.01% -4K -18.3% $53.94 +10.4%
292 DFAW DIMENSIONAL ETF TRUST 13,060.0 $966K 0.01% +2K +13.4% $73.98 +10.5%
293 TMUS T-MOBILE US INC Communication Services 4,730.0 $960K 0.01% -130.0 -2.7% $203.04 -6.3%
294 GDX VANECK ETF TRUST 11,167.0 $958K 0.01% +1K +11.3% $85.77 +0.3%
295 EW EDWARDS LIFESCIENCES CORP Healthcare 11,216.0 $956K 0.01% +4K +48.5% $85.25 -2.4%
296 O REALTY INCOME CORP Real Estate 16,839.0 $949K 0.01% -237.0 -1.4% $56.37 +10.4%
297 FFIN FIRST FINL BANKSHARES INC Financial Services 31,638.0 $945K 0.01% +533.0 +1.7% $29.87 +7.8%
298 RSG REPUBLIC SVCS INC Industrials 4,455.0 $944K 0.01% -137.0 -3.0% $211.91 +0.1%
299 ENB ENBRIDGE INC Energy 19,611.0 $938K 0.01% +2K +11.2% $47.83 +20.8%
300 FTEC FIDELITY COVINGTON TRUST 4,169.0 $937K 0.01% $224.69 +21.7%
Page 15 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%