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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 71 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 RNR RENAISSANCERE HLDGS LTD Financial Services 161.0 $45K 0.00% -115.0 -41.7% $281.16 +4.9%
1402 BYD BOYD GAMING CORP Consumer Cyclical 531.0 $45K 0.00% -126.0 -19.2% $85.24 -5.4%
1403 AM ANTERO MIDSTREAM CORP Energy 2,534.0 $45K 0.00% -514.0 -16.9% $17.79 +22.8%
1404 GEF GREIF INC Consumer Cyclical 662.0 $45K 0.00% $67.70 -5.0%
1405 AFRM AFFIRM HLDGS INC Technology 602.0 $45K 0.00% -284.0 -32.0% $74.43 -6.9%
1406 PSMT PRICESMART INC Consumer Defensive 364.0 $45K 0.00% -180.0 -33.1% $122.67 +36.3%
1407 UAL UNITED AIRLS HLDGS INC Industrials 397.0 $44K 0.00% -2.0 -0.5% $111.82 -5.3%
1408 BMA BANCO MACRO SA Financial Services 490.0 $44K $90.16 -11.4%
1409 BRC BRADY CORP Industrials 558.0 $44K -269.0 -32.5% $78.37 +12.0%
1410 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 672.0 $43K +472.0 +236.0% $64.31 +28.9%
1411 UVV UNIVERSAL CORP VA Consumer Defensive 814.0 $43K -571.0 -41.2% $52.75 +3.4%
1412 MRNA MODERNA INC Healthcare 1,455.0 $43K -54.0 -3.6% $29.49 +59.5%
1413 SANDISK CORP 179.0 $42K +144.0 +411.4% $237.38
1414 HRL HORMEL FOODS CORP Consumer Defensive 1,792.0 $42K -2K -52.2% $23.70 -11.9%
1415 WIX WIX COM LTD Technology 407.0 $42K -3.0 -0.7% $103.89 -48.8%
1416 CWI SPDR INDEX SHS FDS 1,174.0 $42K +655.0 +126.2% $35.92 +13.7%
1417 EEFT EURONET WORLDWIDE INC Technology 552.0 $42K -23.0 -4.0% $76.11 -11.4%
1418 SPTL SPDR SERIES TRUST 1,574.0 $42K -245.0 -13.5% $26.47 -2.3%
1419 ETORO GROUP LTD 1,186.0 $42K NEW $35.13
1420 SILJ AMPLIFY ETF TR 1,500.0 $42K +850.0 +130.8% $27.67 +8.5%
Page 71 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%