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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 94 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 PICK ISHARES INC 195.0 $10K $51.34 +23.7%
1862 JD JD.COM INC Consumer Cyclical 347.0 $10K -303.0 -46.6% $28.70 +9.7%
1863 CG CARLYLE GROUP INC Financial Services 168.0 $10K +43.0 +34.4% $59.11 -23.6%
1864 ASH ASHLAND INC Basic Materials 168.0 $10K $58.67 -4.1%
1865 FXG FIRST TR EXCHANGE TRADED FD 162.0 $10K -14.0 -8.0% $60.75 -0.5%
1866 UMI USCF ETF TR 200.0 $10K $49.08 +25.6%
1867 TRP TC ENERGY CORP Energy 178.0 $10K +9.0 +5.3% $55.01 +27.4%
1868 RPRX ROYALTY PHARMA PLC Healthcare 252.0 $10K +166.0 +193.0% $38.63 +37.3%
1869 DIVI FRANKLIN TEMPLETON ETF TR 250.0 $10K $38.89 +10.7%
1870 GABC GERMAN AMERN BANCORP INC Financial Services 246.0 $10K $39.19 +10.7%
1871 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 164.0 $10K NEW $58.76 -15.3%
1872 SOUNDTHINKING INC 1,200.0 $10K NEW $8.03
1873 CCJ CAMECO CORP Energy 105.0 $10K -130.0 -55.3% $91.69 +14.9%
1874 XSOE WISDOMTREE TR 246.0 $10K NEW $39.02 +20.4%
1875 FOXA FOX CORP Communication Services 131.0 $10K $73.07 -12.1%
1876 VAW VANGUARD WORLD FD 46.0 $10K +28.0 +155.6% $207.54 +9.2%
1877 LOB LIVE OAK BANCSHARES INC Financial Services 275.0 $9K +101.0 +58.0% $34.36 +8.9%
1878 HOG HARLEY DAVIDSON INC Consumer Cyclical 459.0 $9K $20.49 +13.2%
1879 MBWM MERCANTILE BK CORP Financial Services 194.0 $9K +1.0 +0.5% $48.10 +9.3%
1880 FXZ FIRST TR EXCHANGE TRADED FD 143.0 $9K $65.04 +21.6%
Page 94 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%