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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 96 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 UMBF UMB FINL CORP Financial Services 73.0 $8K $115.04 +13.2%
1902 COLB COLUMBIA BKG SYS INC Financial Services 297.0 $8K -16.0 -5.1% $27.95 +6.0%
1903 LXP INDUSTRIAL TRUST 175.0 $8K $47.10
1904 GWRE GUIDEWIRE SOFTWARE INC Technology 41.0 $8K -1.0 -2.4% $201.00 -32.5%
1905 DSX DIANA SHIPPING INC Industrials 4,958.0 $8K -32K -86.5% $1.66 +62.7%
1906 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 103.0 $8K +4.0 +4.0% $79.82 +10.7%
1907 SCHI SCHWAB STRATEGIC TR 357.0 $8K NEW $22.97 -2.0%
1908 ENVA ENOVA INTL INC Financial Services 52.0 $8K $157.19 +2.4%
1909 UTL UNITIL CORP Utilities 168.0 $8K $48.44 +6.0%
1910 FIGS FIGS INC Consumer Cyclical 715.0 $8K -2K -74.0% $11.36 +9.5%
1911 LQDH ISHARES U S ETF TR 87.0 $8K $93.34 +0.0%
1912 TU TELUS CORPORATION Communication Services 611.0 $8K -3K -84.7% $13.17 -5.7%
1913 FNDB SCHWAB STRATEGIC TR 300.0 $8K $26.57 +12.2%
1914 PERIMETER SOLUTIONS INC 289.0 $8K $27.53
1915 CRCL CIRCLE INTERNET GROUP INC Financial Services 100.0 $8K NEW $79.30 +44.9%
1916 HELO J P MORGAN EXCHANGE TRADED F 119.0 $8K -14K -99.2% $66.43 +2.0%
1917 VTWV VANGUARD SCOTTSDALE FDS 49.0 $8K -5.0 -9.3% $159.94 +15.7%
1918 QBTS D-WAVE QUANTUM INC Technology 299.0 $8K $26.15 -26.2%
1919 ICF ISHARES TR 130.0 $8K $59.67 +14.3%
1920 DIGITALBRIDGE GROUP INC 505.0 $8K -113.0 -18.3% $15.34
Page 96 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%