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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 77 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BNL BROADSTONE NET LEASE INC Real Estate 1,828.0 $32K +38.0 +2.1% $17.37 +18.1%
1522 BALL BALL CORP Consumer Cyclical 598.0 $32K -503.0 -45.7% $52.97 +6.8%
1523 AMERICA MOVIL SAB DE CV 1,527.0 $32K -546.0 -26.3% $20.67
1524 ISMD NORTHERN LTS FD TR IV 812.0 $31K $38.58 +21.2%
1525 SBSW SIBANYE STILLWATER LTD Basic Materials 2,193.0 $31K +1K +84.1% $14.25 -14.7%
1526 XME SPDR SERIES TRUST 300.0 $31K $103.61 +18.4%
1527 AVIR ATEA PHARMACEUTICALS INC Healthcare 8,700.0 $31K $3.57 +23.8%
1528 SIGI SELECTIVE INS GROUP INC Financial Services 371.0 $31K -290.0 -43.9% $83.67 +8.4%
1529 SPMO INVESCO EXCH TRADED FD TR II 260.0 $31K $119.32 +25.3%
1530 SFST SOUTHERN FIRST BANCSHARES Financial Services 600.0 $31K +162.0 +37.0% $51.52 +10.0%
1531 TRMK TRUSTMARK CORP Financial Services 789.0 $31K NEW $38.93 +14.1%
1532 AMKR AMKOR TECHNOLOGY INC Technology 778.0 $31K -313.0 -28.7% $39.48 +86.0%
1533 MANU MANCHESTER UTD PLC NEW Communication Services 1,928.0 $31K -1K -37.8% $15.92 +25.9%
1534 JHG JANUS HENDERSON GROUP PLC Financial Services 644.0 $31K $47.57 +8.9%
1535 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 654.0 $31K -278.0 -29.8% $46.68 -11.8%
1536 VOT VANGUARD INDEX FDS 109.0 $30K -9.0 -7.6% $279.14 +5.6%
1537 CMB.TECH NV 3,147.0 $30K -9K -74.3% $9.65
1538 FROG JFROG LTD Technology 486.0 $30K NEW $62.46 +19.2%
1539 VIOG VANGUARD ADMIRAL FDS INC 250.0 $30K +200.0 +400.0% $121.28 +16.5%
1540 XLB SELECT SECTOR SPDR TR 668.0 $30K +334.0 +100.0% $45.35 +12.4%
Page 77 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%