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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 41 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 WRB BERKLEY W R CORP Financial Services 2,693.0 $189K 0.00% -102.0 -3.6% $70.11 -3.8%
802 HAS HASBRO INC Consumer Cyclical 2,301.0 $189K 0.00% -115.0 -4.8% $82.00 +9.0%
803 CSGS CSG SYS INTL INC Technology 2,457.0 $188K 0.00% -58.0 -2.3% $76.69 +5.2%
804 CLS CELESTICA INC Technology 637.0 $188K 0.00% -456.0 -41.7% $295.61 +24.7%
805 CCK CROWN HLDGS INC Consumer Cyclical 1,823.0 $188K 0.00% +1K +183.5% $102.97 -5.1%
806 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 9,768.0 $188K 0.00% +8K +652.5% $19.20 +6.3%
807 REV GROUP INC 3,078.0 $187K 0.00% -21.0 -0.7% $60.81
808 REZI RESIDEO TECHNOLOGIES INC Industrials 5,291.0 $186K 0.00% -1K -16.0% $35.12 -15.1%
809 WTM WHITE MTNS INS GROUP LTD Financial Services 89.0 $185K 0.00% -24.0 -21.2% $2078.03 +3.7%
810 REGN REGENERON PHARMACEUTICALS Healthcare 239.0 $184K 0.00% -40.0 -14.3% $771.87 -16.8%
811 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 2,669.0 $184K 0.00% +507.0 +23.4% $68.80 +17.5%
812 UGI UGI CORP NEW Utilities 4,884.0 $183K 0.00% -211.0 -4.1% $37.43 -4.5%
813 SCHF SCHWAB STRATEGIC TR 7,604.0 $183K 0.00% -4K -32.1% $24.04 +15.2%
814 ICL ICL GROUP LTD Basic Materials 32,000.0 $183K 0.00% -3K -7.5% $5.71 +15.5%
815 CIEN CIENA CORP Technology 781.0 $183K 0.00% -326.0 -29.4% $233.87 +155.0%
816 HPQ HP INC Technology 8,180.0 $182K 0.00% +441.0 +5.7% $22.28 +8.8%
817 TDG TRANSDIGM GROUP INC Industrials 136.0 $181K 0.00% -14.0 -9.3% $1331.21 -8.7%
818 FTDR FRONTDOOR INC Consumer Cyclical 3,136.0 $181K 0.00% -724.0 -18.8% $57.69 +7.4%
819 LEN LENNAR CORP Consumer Cyclical 1,755.0 $180K 0.00% -62.0 -3.4% $102.80 -13.7%
820 VONG VANGUARD SCOTTSDALE FDS 1,481.0 $180K 0.00% +15.0 +1.0% $121.75 +6.0%
Page 41 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%