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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 23 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,607.0 $575K 0.01% -105.0 -2.8% $159.36 +42.0%
442 WELL WELLTOWER INC Real Estate 3,079.0 $571K 0.01% -129.0 -4.0% $185.61 +17.8%
443 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 24,377.0 $568K 0.01% -3K -10.0% $23.31 -2.6%
444 BIDU BAIDU INC Communication Services 4,334.0 $566K 0.01% -44.0 -1.0% $130.67 +0.4%
445 CMS CMS ENERGY CORP Utilities 8,089.0 $566K 0.01% -1K -12.9% $69.93 +5.3%
446 TEL TE CONNECTIVITY PLC Technology 2,480.0 $564K 0.01% +162.0 +7.0% $227.48 -11.5%
447 DFAT DIMENSIONAL ETF TRUST 9,426.0 $561K 0.01% $59.54 +11.7%
448 BKNG BOOKING HOLDINGS INC Consumer Cyclical 104.0 $557K 0.01% -12.0 -10.3% $5357.69 -97.0%
449 SHY ISHARES TR 6,705.0 $555K 0.01% +4K +163.5% $82.82 -0.8%
450 AEP AMERICAN ELEC PWR CO INC Utilities 4,806.0 $554K 0.01% +78.0 +1.6% $115.32 +12.4%
451 CF CF INDS HLDGS INC Basic Materials 7,164.0 $554K 0.01% -2K -24.1% $77.34 +57.3%
452 DFIC DIMENSIONAL ETF TRUST 16,050.0 $553K 0.01% +1K +8.2% $34.46 +10.2%
453 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 69,122.0 $550K 0.01% $7.96 -27.5%
454 HXL HEXCEL CORP NEW Industrials 7,435.0 $549K 0.01% -198.0 -2.6% $73.90 +14.7%
455 NET CLOUDFLARE INC Technology 2,774.0 $547K 0.01% -109.0 -3.8% $197.12 +7.9%
456 SOLV SOLVENTUM CORP Healthcare 6,895.0 $546K 0.01% $79.24 -3.9%
457 DOV DOVER CORP Industrials 2,789.0 $545K 0.01% -57.0 -2.0% $195.27 +6.4%
458 XLC SELECT SECTOR SPDR TR 4,595.0 $541K 0.01% -25.0 -0.5% $117.72 -1.4%
459 SHW SHERWIN WILLIAMS CO Basic Materials 1,665.0 $539K 0.01% -59.0 -3.4% $323.98 -5.0%
460 NVO NOVO-NORDISK A S Healthcare 10,541.0 $536K 0.01% -5K -30.4% $50.88 -12.8%
Page 23 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%