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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 66 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 HWKN HAWKINS INC Basic Materials 406.0 $58K 0.00% -8.0 -1.9% $142.06 +10.8%
1302 BOTZ GLOBAL X FDS 1,590.0 $58K 0.00% -22.0 -1.4% $36.23 +10.6%
1303 TSN TYSON FOODS INC Consumer Defensive 983.0 $58K 0.00% -2K -61.7% $58.60 +13.5%
1304 ETSY INC 1,038.0 $58K 0.00% -108.0 -9.4% $55.44
1305 OC OWENS CORNING NEW Industrials 513.0 $57K 0.00% $111.91 +11.3%
1306 CR CRANE COMPANY Industrials 310.0 $57K 0.00% +32.0 +11.5% $184.43 -1.7%
1307 VEEV VEEVA SYS INC Healthcare 256.0 $57K 0.00% -11.0 -4.1% $223.23 -27.7%
1308 AAON AAON INC Industrials 749.0 $57K 0.00% -24.0 -3.1% $76.25 +87.4%
1309 CSW INDUSTRIALS INC 194.0 $57K 0.00% $293.53
1310 IXC ISHARES TR 1,356.0 $57K 0.00% -460.0 -25.3% $41.93 +28.8%
1311 TOST TOAST INC Technology 1,599.0 $57K 0.00% +1K +773.8% $35.51 -30.5%
1312 MZTI MARZETTI COMPANY Consumer Defensive 345.0 $57K 0.00% -284.0 -45.1% $164.42 -29.7%
1313 HIMX HIMAX TECHNOLOGIES INC Technology 6,925.0 $57K 0.00% -579.0 -7.7% $8.19 +150.8%
1314 ETHM DYNAMIX CORP Financial Services 5,500.0 $57K 0.00% $10.29 +4.7%
1315 FLOT ISHARES TR 1,112.0 $57K 0.00% +17.0 +1.6% $50.87 +0.4%
1316 ROL ROLLINS INC Consumer Cyclical 942.0 $57K 0.00% +43.0 +4.8% $60.02 -15.6%
1317 BBWI BATH & BODY WORKS INC Consumer Cyclical 2,803.0 $56K 0.00% -1K -32.7% $20.08 -0.6%
1318 HACK AMPLIFY ETF TR 700.0 $56K 0.00% -20.0 -2.8% $80.37 +14.4%
1319 AVRE AMERICAN CENTY ETF TR 1,291.0 $56K 0.00% $43.53 +10.6%
1320 ENZL ISHARES TR 1,238.0 $56K 0.00% $45.27 +1.2%
Page 66 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%