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Portfolio (Quarterly) Guide ↗

CENTRAL TRUST Co

· CIK 0000044365
13F Portfolio $5.5B AUM 2,083 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 143 New 422 Added 466 Reduced 137 Exited
Page 11 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,477.0 $323K 0.01% +2K +57.9% $49.86 +6.2%
202 CAH CARDINAL HEALTH INC Healthcare 1,310.0 $311K 0.01% +71.0 +5.7% $237.56 +0.4%
203 GSK GSK PLC Healthcare 5,930.0 $311K 0.01% +85.0 +1.4% $52.42 -1.5%
204 TLT ISHARES TR 3,592.0 $310K 0.01% +561.0 +18.5% $86.42 -3.7%
205 TRP TC ENERGY CORP Energy 4,579.0 $304K 0.01% +208.0 +4.8% $66.29 -5.3%
206 SPYM SPDR SERIES TRUST 3,384.0 $297K 0.01% +2K +120.5% $87.88 +2.6%
207 RF REGIONS FINANCIAL CORP NEW Financial Services 9,820.0 $297K 0.01% +61.0 +0.6% $30.20 +2.1%
208 HCA HCA HEALTHCARE INC Healthcare 759.0 $296K 0.01% +6.0 +0.8% $389.89 +9.7%
209 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,937.0 $294K 0.01% +70.0 +2.4% $100.07 +9.5%
210 FIX COMFORT SYS USA INC Industrials 146.0 $289K 0.01% +113.0 +342.4% $1981.95 -19.0%
211 GLPI GAMING & LEISURE P Real Estate 6,494.0 $289K 0.01% +5K +357.3% $44.53 -4.1%
212 BHP BHP BILLITON LIMITED Basic Materials 3,333.0 $278K 0.01% +25.0 +0.8% $83.31 +15.6%
213 MP MP MATERIALS CORP Basic Materials 4,928.0 $276K 0.01% +1K +35.4% $56.01 +5.5%
214 SPG SIMON PPTY GROUP INC NEW Real Estate 1,231.0 $275K 0.01% +28.0 +2.3% $223.65 -2.4%
215 QUAL ISHARES TR 1,249.0 $274K 0.01% +29.0 +2.4% $219.43 +2.0%
216 VOOG VANGUARD ADMIRAL FDS INC 3,306.0 $273K 0.01% +3K +500.0% $82.62 +0.8%
217 NTRS NORTHERN TR CORP Financial Services 1,569.0 $273K 0.01% +151.0 +10.7% $173.84 +7.8%
218 BE BLOOM ENERGY CORP Industrials 886.0 $268K 0.01% +583.0 +192.4% $302.70 -28.3%
219 SNY SANOFI SA Healthcare 6,068.0 $259K 0.01% +220.0 +3.8% $42.66 +6.7%
220 VIKING HOLDINGS LTD 2,466.0 $258K 0.01% +2K +2204.7% $104.67
Page 11 of 22  ·  422 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 32.6%
Technology 26.7%
Healthcare 8.0%
Consumer Cyclical 7.9%
Industrials 7.2%
Consumer Defensive 6.1%
Communication Services 4.6%
Energy 3.7%
Utilities 1.8%
Basic Materials 0.8%