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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 15 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADC AGREE RLTY CORP Real Estate 300.0 $23K +266.0 +782.4% $75.38 -1.7%
282 TOST TOAST INC Technology 840.0 $22K +834.0 +10000.0% $26.51 -2.3%
283 SPEM SPDR INDEX SHS FDS 473.0 $22K +5.0 +1.1% $46.91 +13.2%
284 VST VISTRA CORP Utilities 147.0 $22K +126.0 +600.0% $150.33 +7.5%
285 VFC V F CORP Consumer Cyclical 1,300.0 $22K +700.0 +116.7% $16.99 +4.9%
286 BRBR BELLRING BRANDS INC Consumer Defensive 1,313.0 $21K +500.0 +61.5% $16.09 -44.2%
287 TLN TALEN ENERGY CORP Utilities 66.0 $21K +56.0 +560.0% $319.24 +30.0%
288 EXLS EXLSERVICE HLDGS INC Technology 686.0 $21K +75.0 +12.3% $30.45 -4.4%
289 WPM WHEATON PRECIOUS METALS CORP Basic Materials 155.0 $20K +105.0 +210.0% $131.01 +0.9%
290 NTAP NETAPP INC Technology 197.0 $20K +100.0 +103.1% $102.39 +54.8%
291 RPM RPM INTL INC Basic Materials 198.0 $20K +32.0 +19.3% $99.40 +10.5%
292 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 66.0 $19K +10.0 +17.9% $290.71 -10.2%
293 CE CELANESE CORP DEL Basic Materials 288.0 $19K +43.0 +17.6% $65.88 -19.9%
294 BCS BARCLAYS PLC Financial Services 857.0 $18K +274.0 +47.0% $21.16 +27.1%
295 HAL HALLIBURTON CO Energy 430.0 $17K +176.0 +69.3% $38.99 -5.5%
296 SF STIFEL FINL CORP Financial Services 220.0 $16K +71.0 +47.6% $73.92 +1.6%
297 NHI NATIONAL HEALTH INVS INC Real Estate 176.0 $14K +8.0 +4.8% $80.86 -12.4%
298 GLOBUS MED INC 159.0 $14K +4.0 +2.6% $86.16
299 BROOKFIELD ASSET MANAGMT LTD 304.0 $14K +15.0 +5.2% $44.45
300 ITA ISHARES TR 60.0 $13K +16.0 +36.4% $218.75 +11.2%
Page 15 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%