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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 99 of 127  ·  2,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 CIBR FIRST TR EXCHANGE TRADED FD 86.0 $6K -40.0 -31.8% $71.45 +15.0%
1962 NOBL PROSHARES TR 59.0 $6K $104.07 +3.1%
1963 BSCV INVESCO EXCH TRD SLF IDX FD 367.0 $6K NEW $16.69 -2.2%
1964 GRWG GROWGENERATION CORP Consumer Cyclical 4,000.0 $6K NEW $1.50 +17.3%
1965 OSCR OSCAR HEALTH INC Healthcare 413.0 $6K $14.37 +54.1%
1966 EZU ISHARES INC 92.0 $6K +4.0 +4.5% $64.10 +6.5%
1967 FLUTTER ENTMT PLC 27.0 $6K -14.0 -34.1% $215.04
1968 AMH AMERICAN HOMES 4 RENT Real Estate 179.0 $6K -15.0 -7.7% $32.10 +0.0%
1969 EPS WISDOMTREE TR 81.0 $6K $70.86 +9.4%
1970 PEBK PEOPLES BANCORP N C INC Financial Services 157.0 $6K NEW $36.20 +17.6%
1971 XHR XENIA HOTELS & RESORTS INC Real Estate 400.0 $6K $14.14 +19.5%
1972 FRT FEDERAL RLTY INVT TR NEW Real Estate 56.0 $6K -3.0 -5.1% $100.80 +17.7%
1973 BILI BILIBILI INC Technology 230.0 $6K $24.54 -28.4%
1974 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 126.0 $6K $44.75 +9.4%
1975 IYK ISHARES TR 84.0 $6K -78.0 -48.1% $66.92 +8.3%
1976 QQQE DIREXION SHS ETF TR 54.0 $6K -58.0 -51.8% $102.63 +12.5%
1977 LIBERTY MEDIA CORP DEL 56.0 $6K -14.0 -20.0% $98.50
1978 NBN NORTHEAST BK PORTLAND ME Financial Services 53.0 $6K $103.92 +19.6%
1979 QSI QUANTUM SI INC Healthcare 5,000.0 $6K NEW $1.10 -20.4%
1980 FSK FS KKR CAP CORP Financial Services 367.0 $5K $14.81 -26.2%
Page 99 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%