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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 87 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 INNOVATOR ETFS TRUST 515.0 $18K $34.81
1722 STRA STRATEGIC ED INC Consumer Defensive 223.0 $18K -62.0 -21.8% $80.20 -2.1%
1723 SPLB SPDR SERIES TRUST 792.0 $18K $22.58 -1.9%
1724 FQAL FIDELITY COVINGTON TRUST 235.0 $18K NEW $75.59 +6.7%
1725 TEM TEMPUS AI INC Healthcare 300.0 $18K $59.05 -21.8%
1726 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,410.0 $18K -593.0 -29.6% $12.42 +21.6%
1727 TCOM TRIP COM GROUP LTD Consumer Cyclical 243.0 $17K -177.0 -42.1% $71.91 -35.5%
1728 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,993.0 $17K +1K +202.0% $8.76 -32.8%
1729 MEDIWOUND LTD 940.0 $17K $18.46
1730 TELEFONICA S A 4,284.0 $17K -9K -67.0% $4.05
1731 BMO BANK MONTREAL QUE Financial Services 133.0 $17K $129.80 +24.0%
1732 SLVP ISHARES INC 500.0 $17K $34.27 +2.0%
1733 VET VERMILION ENERGY INC Energy 2,030.0 $17K -7K -78.0% $8.34 +47.5%
1734 NHI NATIONAL HEALTH INVS INC Real Estate 220.0 $17K -632.0 -74.2% $76.37 +0.1%
1735 WPP WPP PLC NEW Communication Services 745.0 $17K -2K -71.3% $22.46 -16.4%
1736 GGG GRACO INC Industrials 204.0 $17K -27.0 -11.7% $81.97 -7.7%
1737 AMTX AEMETIS INC Energy 12,026.0 $17K $1.39 +92.8%
1738 BUNGE GLOBAL SA 182.0 $16K +119.0 +188.9% $89.23
1739 IXP ISHARES TR 134.0 $16K +4.0 +3.1% $121.01 +1.9%
1740 MTDR MATADOR RES CO Energy 382.0 $16K +7.0 +1.9% $42.44 +33.5%
Page 87 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%