Blue Trust, Inc.

CIK
1856022
City
BRENTWOOD
State / Country
TN

Top Portfolio Positions

1,924 positions · $1,920,925,807 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TPL
Texas Pacific Land Corp
Energy
2,224,272 $1,055,550,520 54.95%
IAUM
iShares Gold Trust Micro
1,606,389 $75,018,366 3.91%
KO
Coca Cola Co
Consumer Defensive
885,140 $67,314,897 3.50%
LLY
ELI LILLY & Co
Healthcare
71,144 $65,436,116 3.41%
IAU
Ishares Gold Trust
460,951 $40,637,439 2.12%
MSFT
Microsoft Corp
Technology
82,771 $30,639,341 1.60%
NVDA
Nvidia Corp
Technology
117,119 $20,425,553 1.06%
SGOL
abrdn Gold ETF Trust
383,814 $17,125,780 0.89%
AMZN
Amazon Com Inc
Consumer Cyclical
73,933 $15,398,025 0.80%
AAPL
Apple Inc.
Technology
52,560 $13,339,202 0.69%

Portfolio Trend

16 quarters · across all stocks

Holdings in MAT

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $33,026 2,273
2025-12-31 $78,268 3,945
2025-09-30 $79,858 4,745
2025-06-30 $105,974 5,374
2025-03-31 $94,410 4,859
2024-12-31 $44,271 2,497
2024-09-30 $55,740 2,926
2024-06-30 $11,300 695
2024-03-31 $16,798 848
2023-12-31 $8,571 454
2023-09-30 $29,233 1,327
2023-06-30 $6,057 310
2023-03-31 $25,993 1,412
2022-12-31 $28,508 1,598
2022-09-30 $22,955 1,212
2022-06-30 $26,706 1,196