Fund Holdings

Blue Trust, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
VANGUARD SCOTTSDALE FDS07,236,263+7,236,2630430,919,478+430,919,478
ISHARES TR06,475,952+6,475,9520618,064,888+618,064,888
TEXAS PACIFIC LAND CORPORATI088,880+88,880042,178,892+42,178,892
VANGUARD SCOTTSDALE FDS01,736,049+1,736,0490101,628,291+101,628,291
VANGUARD SCOTTSDALE FDS02,769,399+2,769,3990229,167,743+229,167,743
HARBOR ETF TRUST0332,261+332,261010,303,414+10,303,414
ETF SER SOLUTIONS10,084,7059,648,542-436,163339,955,397348,505,311+8,549,914
ISHARES TR070,703+70,70307,874,193+7,874,193
SHERWIN WILLIAMS CO019,919+19,91906,384,877+6,384,877
PINNACLE FINL PARTNERS INC064,784+64,78405,580,504+5,580,504
ISHARES TR06,127,905+6,127,9050468,846,031+468,846,031
NVIDIA CORPORATION0186,451+186,451032,516,954+32,516,954
ISHARES TR0279,187+279,18706,396,165+6,396,165
EXXON MOBIL CORP96,17097,233+1,06311,573,05816,496,576+4,923,518
BLACKROCK ETF TRUST0148,835+148,83504,869,881+4,869,881
BLACKROCK ETF TRUST0116,860+116,86004,798,298+4,798,298
J P MORGAN EXCHANGE TRADED F04,767,446+4,767,4460323,804,921+323,804,921
ALPHABET INC42,28661,638+19,35213,235,46717,724,837+4,489,370
SELECT SECTOR SPDR TR0273,329+273,329016,744,114+16,744,114
ETF SER SOLUTIONS10,649,85610,926,590+276,734470,404,143474,071,928+3,667,785
ISHARES TR02,450,953+2,450,9530243,306,106+243,306,106
COCA COLA CO938,887906,321-32,56665,637,60668,925,759+3,288,153
ISHARES TR064,771+64,771042,309,245+42,309,245
VANGUARD BD INDEX FDS02,008,209+2,008,209099,978,726+99,978,726
CATERPILLAR INC25,86924,885-98414,819,63017,629,781+2,810,151
ASTRAZENECA PLC014,103+14,10302,781,295+2,781,295
TEXAS PACIFIC LAND CORPORATI(Put)02,136,600+2,136,60001,918,876+1,918,876
BANDWIDTH INC097,742+97,74201,741,762+1,741,762
ABRDN ETFS293,685303,239+9,5545,735,6657,365,676+1,630,011
VANGUARD MUN BD FDS025,388+25,38801,936,836+1,936,836
JOHNSON & JOHNSON062,568+62,568015,293,968+15,293,968
CHEVRON CORPORATION40,96237,343-3,6196,242,9837,726,297+1,483,314
MICRON TECHNOLOGY INC012,716+12,71604,295,973+4,295,973
SPDR GOLD TR029,138+29,138012,537,954+12,537,954
ISHARES TR017,348+17,34801,449,772+1,449,772
ASML HLDG NV1,2362,073+8371,322,3942,738,210+1,415,816
JANUS DETROIT STR TR024,573+24,57301,237,742+1,237,742
APPLIED MATLS INC11,53412,262+7282,964,1234,191,119+1,226,996
CITIGROUP INC8,96118,793+9,8321,045,6812,131,309+1,085,628
BLUE OWL TECHNOLOGY FIN CORP126,897234,783+107,8861,845,0862,908,970+1,063,884
LAM RESEARCH CORP018,838+18,83804,024,847+4,024,847
LOCKHEED MARTIN CORP08,158+8,15804,930,416+4,930,416
CISCO SYS INC38,99350,827+11,8343,003,6403,943,628+939,988
SPDR SERIES TRUST015,026+15,02601,376,982+1,376,982
MCKESSON CORP05,932+5,93205,133,197+5,133,197
HILTON WORLDWIDE HLDGS INC1,7154,357+2,642492,6341,324,572+831,938
CONOCOPHILLIPS21,05221,144+921,970,7012,791,007+820,306
ETFS GOLD TR413,380398,850-14,53016,981,65417,796,691+815,037
DIMENSIONAL ETF TRUST96,435113,668+17,2333,171,7473,982,926+811,179
SOUTHERN CO087,366+87,36608,432,546+8,432,546
TAIWAN SEMICONDUCTOR MANUFAC041,150+41,150013,906,323+13,906,323
MERCK & CO INC048,939+48,93905,886,771+5,886,771
COSTCO WHOLESALE CORPORATION7,2877,059-2286,284,1527,033,688+749,536
SHELL PLC026,082+26,08202,425,608+2,425,608
NOVARTIS AG09,953+9,95301,520,295+1,520,295
GE VERNOVA INC2,7782,923+1451,815,6572,550,793+735,136
VANECK ETF TRUST064,174+64,17401,635,148+1,635,148
J P MORGAN EXCHANGE TRADED F036,590+36,59001,787,772+1,787,772
CF INDUSTRIES HOLD7,1649,443+2,279554,0641,226,080+672,016
CORTEVA INC10,94316,726+5,783733,4841,400,132+666,648
FEDEX CORP5352,237+1,702154,635796,891+642,256
CARNIVAL CORP023,742+23,7420614,446+614,446
SOUTHWEST AIRLS CO015,958+15,9580599,524+599,524
FREEPORT MCMORAN INC2,96912,622+9,653150,799741,925+591,126
DIMENSIONAL ETF TRUST154,185163,877+9,6925,274,6695,852,048+577,379
ALLSTATE CORP2,3645,151+2,787492,0691,068,013+575,944
ISHARES TR082,516+82,51604,391,547+4,391,547
CHURCH & DWIGHT CO INC60,34060,34005,059,5095,630,929+571,420
ADVANCED MICRO DEVICES INC7,26310,419+3,1561,555,4162,119,511+564,095
ELANCO ANIMAL HEALTH INC023,487+23,4870562,044+562,044
VALERO ENERGY CORP03,053+3,0530754,336+754,336
COMFORT SYS USA INC574781+207535,7081,077,680+541,972
SEAGATE TECHNOLOGY HLDNGS PL02,828+2,82801,107,897+1,107,897
CORNING INC19,33916,233-3,1061,693,3202,207,135+513,815
IMPERIAL OIL LTD13,20012,627-5731,139,2921,651,733+512,441
QIAGEN NV012,414+12,4140497,017+497,017
J P MORGAN EXCHANGE TRADED F097,962+97,96206,006,998+6,006,998
KT CORP037,227+37,2270798,519+798,519
THERMO FISHER SCIENTIFIC INC02,318+2,31801,139,384+1,139,384
AURA MINERALS INC05,899+5,8990481,358+481,358
J P MORGAN EXCHANGE TRADED F037,952+37,95201,920,774+1,920,774
GENERAL MTRS CO2,7959,291+6,496227,314692,201+464,887
JOHNSON CONTROLS INTERNATION07,976+7,97601,044,457+1,044,457
VERTIV HOLDINGS CO02,498+2,4980625,994+625,994
FORMFACTOR INC10,34610,542+196577,0721,022,421+445,349
ISHARES TR016,022+16,02201,557,787+1,557,787
C H ROBINSON WORLDWIDE IN02,621+2,6210435,270+435,270
RELX PLC012,937+12,9370428,861+428,861
AMCOR PLC010,623+10,6230422,264+422,264
ADVANCED ENERGY INDS3,2413,402+161678,5681,097,860+419,292
REGENERON PHARMACEUTICALS0772+7720596,478+596,478
QUANTA SVCS INC02,095+2,09501,150,059+1,150,059
WESTERN DIGITAL CORP02,330+2,3300630,242+630,242
PULTE GROUP INC05,238+5,2380616,042+616,042
IAMGOLD CORP021,065+21,0650396,443+396,443
SABINE RTY TR025,055+25,05501,887,644+1,887,644
CENTRAIS ELET BRAS SA035,053+35,0530395,395+395,395
VANGUARD INTL EQUITY INDEX F0124,982+124,982012,214,431+12,214,431
HONEYWELL INTL INC31,53328,887-2,6466,151,7726,529,167+377,395
PETROLEO BRASILEIRO S A033,625+33,6250697,725+697,725
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