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Portfolio (Quarterly) Guide ↗

CENTRAL TRUST Co

· CIK 0000044365
13F Portfolio $5.1B AUM 2,076 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 355 Added 464 Reduced 104 Exited
Page 12 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPYM SPDR SERIES TRUST 1,535.0 $117K 0.00% +18.0 +1.2% $76.54 +15.0%
222 DCI DONALDSON INC Industrials 1,341.0 $114K 0.00% +315.0 +30.7% $84.87 +2.0%
223 F FORD MTR CO Consumer Cyclical 9,605.0 $111K 0.00% +4K +57.9% $11.54 +25.0%
224 CNQ CANADIAN NAT RES LTD MED TER Energy 2,185.0 $106K 0.00% +2K +9400.0% $48.73 -12.4%
225 SHOP SHOPIFY INC Technology 885.0 $105K 0.00% +862.0 +3747.8% $118.62 -5.1%
226 VTRS VIATRIS INC Healthcare 7,731.0 $104K 0.00% +357.0 +4.8% $13.51 +19.2%
227 ORI OLD REP INTL CORP Financial Services 2,608.0 $104K 0.00% +395.0 +17.9% $39.90 -2.2%
228 CPRT COPART INC Industrials 3,075.0 $102K 0.00% +76.0 +2.5% $33.20 -9.4%
229 NDSN NORDSON CORP Industrials 377.0 $100K 0.00% +72.0 +23.6% $266.06 +11.1%
230 USFR WISDOMTREE TR 1,991.0 $100K 0.00% +700.0 +54.2% $50.34 +0.2%
231 FNV FRANCO NEV CORP Basic Materials 400.0 $99K 0.00% +201.0 +101.0% $247.05 -4.7%
232 VXUS VANGUARD STAR FDS 1,277.0 $98K 0.00% +151.0 +13.4% $77.11 +13.5%
233 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 316.0 $96K 0.00% +7.0 +2.3% $304.08 +17.4%
234 NXPI NXP SEMICONDUCTORS N V Technology 486.0 $96K 0.00% +46.0 +10.4% $197.05 +56.3%
235 PRIM PRIMORIS SVCS CORP Industrials 608.0 $87K 0.00% +600.0 +7500.0% $143.04 -27.2%
236 JCI JOHNSON CONTROLS INTERNATION Industrials 648.0 $85K 0.00% +47.0 +7.8% $130.95 +12.6%
237 HESM HESS MIDSTREAM LP Energy 2,165.0 $84K 0.00% +1K +124.3% $38.87 -5.3%
238 STAG STAG INDUSTRIAL INC Real Estate 2,226.0 $80K 0.00% +2K +885.0% $36.06 +4.8%
239 IYH ISHARES TR 1,285.0 $79K 0.00% +350.0 +37.4% $61.64 +3.4%
240 HLN HALEON PLC Healthcare 7,896.0 $79K 0.00% +567.0 +7.7% $10.01 -10.4%
Page 12 of 18  ·  355 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 34.4%
Technology 22.9%
Consumer Cyclical 8.0%
Healthcare 7.6%
Industrials 7.2%
Consumer Defensive 6.7%
Communication Services 5.3%
Energy 4.6%
Utilities 1.9%
Basic Materials 0.8%