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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 75 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 SPDR INDEX SHS FDS 250.0 $35K $138.77
1482 ELAN ELANCO ANIMAL HEALTH INC Healthcare 1,529.0 $35K -2K -61.1% $22.63 +0.8%
1483 VMC VULCAN MATLS CO Basic Materials 121.0 $35K -2.0 -1.6% $285.22 -5.7%
1484 WPC WP CAREY INC Real Estate 536.0 $34K -119.0 -18.2% $64.36 +15.7%
1485 MATX MATSON INC Industrials 279.0 $34K -18.0 -6.1% $123.55 +49.4%
1486 FELC FIDELITY COVINGTON TRUST 899.0 $34K $38.17 +10.2%
1487 DXCM DEXCOM INC Healthcare 515.0 $34K -199.0 -27.9% $66.37 +8.5%
1488 CNA CNA FINL CORP Financial Services 711.0 $34K -517.0 -42.1% $47.74 -8.4%
1489 DAVE INC 153.0 $34K +79.0 +106.8% $221.41
1490 MDXG MIMEDX GROUP INC Healthcare 5,000.0 $34K $6.77 -45.8%
1491 AUPH AURINIA PHARMACEUTICALS INC Healthcare 2,121.0 $34K -4K -67.8% $15.95 -4.8%
1492 NSIT INSIGHT ENTERPRISES INC Technology 415.0 $34K +69.0 +19.9% $81.47 +22.9%
1493 VYX NCR VOYIX CORPORATION Technology 3,296.0 $34K -1K -30.7% $10.20 -35.4%
1494 WTRG ESSENTIAL UTILS INC Utilities 875.0 $34K $38.36 -2.4%
1495 PEB PEBBLEBROOK HOTEL TR Real Estate 2,963.0 $34K -267.0 -8.3% $11.32 +33.6%
1496 AVEM AMERICAN CENTY ETF TR 435.0 $34K -345.0 -44.2% $77.02 +25.8%
1497 POCT INNOVATOR ETFS TRUST 761.0 $33K $43.92 +5.0%
1498 XENE XENON PHARMACEUTICALS INC Healthcare 745.0 $33K +717.0 +2560.7% $44.82 +20.9%
1499 PRGS PROGRESS SOFTWARE CORP Technology 776.0 $33K -188.0 -19.5% $42.96 -31.4%
1500 NFG NATIONAL FUEL GAS CO Energy 416.0 $33K -542.0 -56.6% $80.06 -0.3%
Page 75 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%