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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 68 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 WMG WARNER MUSIC GROUP CORP Communication Services 1,749.0 $54K 0.00% -430.0 -19.7% $30.67 +10.3%
1342 ISHARES TR 2,371.0 $53K 0.00% +2K +321.1% $22.47
1343 VLUE ISHARES TR 389.0 $53K 0.00% $136.84 +42.4%
1344 SOXX ISHARES TR 176.0 $53K 0.00% +21.0 +13.6% $301.15 +84.5%
1345 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,107.0 $53K 0.00% -170.0 -13.3% $47.72 -7.8%
1346 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 549.0 $53K 0.00% -63.0 -10.3% $95.70 +24.9%
1347 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 914.0 $52K 0.00% $57.44 +12.9%
1348 MORN MORNINGSTAR INC Financial Services 240.0 $52K 0.00% -7.0 -2.8% $217.31 -18.1%
1349 VRRM VERRA MOBILITY CORP Technology 2,326.0 $52K 0.00% $22.41 -84.4%
1350 EGP EASTGROUP PPTYS INC Real Estate 292.0 $52K 0.00% -50.0 -14.6% $178.14 +16.2%
1351 CNI CANADIAN NATL RY CO Industrials 526.0 $52K 0.00% -12.0 -2.2% $98.85 +18.4%
1352 AWK AMERICAN WTR WKS CO INC NEW Utilities 398.0 $52K 0.00% +15.0 +3.9% $130.51 -4.4%
1353 PXF INVESCO EXCH TRADED FD TR II 791.0 $52K 0.00% -492.0 -38.4% $65.54 +18.0%
1354 TTD THE TRADE DESK INC Technology 1,362.0 $52K 0.00% +95.0 +7.5% $37.96 -39.0%
1355 ESAB ESAB CORPORATION Industrials 461.0 $52K 0.00% $111.72 -15.8%
1356 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,118.0 $51K 0.00% -185.0 -14.2% $46.02 +5.4%
1357 STN STANTEC INC Industrials 540.0 $51K 0.00% -154.0 -22.2% $94.36 -18.9%
1358 FCF FIRST COMWLTH FINL CORP PA Financial Services 3,017.0 $51K 0.00% -38.0 -1.2% $16.86 +12.1%
1359 UBSI UNITED BANKSHARES INC WEST V Financial Services 1,319.0 $51K 0.00% +157.0 +13.5% $38.40 +13.6%
1360 RLI RLI CORP Financial Services 789.0 $50K 0.00% -8.0 -1.0% $63.98 -17.6%
Page 68 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%