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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 22 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,337.0 $606K 0.01% +769.0 +135.4% $453.47 -5.1%
422 SDY SPDR SERIES TRUST 4,355.0 $606K 0.01% +234.0 +5.7% $139.17 +6.9%
423 E ENI S P A Energy 15,837.0 $601K 0.01% -997.0 -5.9% $37.94 +45.3%
424 AEM AGNICO EAGLE MINES LTD Basic Materials 3,540.0 $600K 0.01% +86.0 +2.5% $169.54 +4.8%
425 CI THE CIGNA GROUP Healthcare 2,173.0 $598K 0.01% -131.0 -5.7% $275.23 +2.5%
426 SCHB SCHWAB STRATEGIC TR 22,650.0 $594K 0.01% +275.0 +1.2% $26.23 +9.0%
427 AOS SMITH A O CORP Industrials 8,849.0 $592K 0.01% -596.0 -6.3% $66.88 -14.5%
428 KEP KOREA ELEC PWR CORP Utilities 35,802.0 $591K 0.01% +318.0 +0.9% $16.50 -19.9%
429 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,144.0 $590K 0.01% -580.0 -21.3% $275.39 +172.7%
430 JCI JOHNSON CTLS INTL PLC Industrials 4,923.0 $590K 0.01% +359.0 +7.9% $119.75 +13.1%
431 QIAGEN NV 13,051.0 $587K 0.01% -2K -15.3% $44.97
432 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,785.0 $587K 0.01% -105.0 -5.6% $328.60 -22.7%
433 PKG PACKAGING CORP AMER Consumer Cyclical 2,844.0 $586K 0.01% -708.0 -19.9% $206.19 +3.4%
434 ZTS ZOETIS INC Healthcare 4,629.0 $582K 0.01% -1K -21.3% $125.83 -36.7%
435 ALB ALBEMARLE CORP Basic Materials 4,095.0 $579K 0.01% +445.0 +12.2% $141.45 +20.1%
436 AGI ALAMOS GOLD INC NEW Basic Materials 14,975.0 $578K 0.01% +692.0 +4.8% $38.58 +1.7%
437 APD AIR PRODS & CHEMS INC Basic Materials 2,338.0 $577K 0.01% -1K -30.5% $246.98 +17.5%
438 FORM FORMFACTOR INC Technology 10,346.0 $577K 0.01% -1K -12.6% $55.78 +129.5%
439 WBS WEBSTER FINL CORP Financial Services 9,141.0 $575K 0.01% -319.0 -3.4% $62.94 +16.1%
440 RNST RENASANT CORP Financial Services 16,321.0 $575K 0.01% -3K -14.5% $35.22 +16.8%
Page 22 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%