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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 16 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CW CURTISS WRIGHT CORP Industrials 18.0 $12K +17.0 +1700.0% $681.17 +13.3%
302 CIBR FIRST TR EXCHANGE-TRADED FD 189.0 $12K +40.0 +26.9% $62.68 +36.1%
303 MLI MUELLER INDS INC Industrials 105.0 $12K +30.0 +40.0% $110.80 +26.5%
304 RPRX ROYALTY PHARMA PLC Healthcare 242.0 $12K +228.0 +1628.6% $47.97 +13.3%
305 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 681.0 $12K +223.0 +48.7% $16.97 +22.9%
306 KNSL KINSALE CAP GROUP INC Financial Services 31.0 $11K +6.0 +24.0% $341.68 -8.9%
307 LFUS LITTELFUSE INC Technology 31.0 $11K +20.0 +181.8% $339.35 +39.3%
308 IUSV ISHARES TR 102.0 $10K +91.0 +827.3% $102.25 +8.6%
309 AER AERCAP HOLDINGS NV Industrials 73.0 $10K +47.0 +180.8% $137.19 +4.5%
310 RBLX ROBLOX CORP Technology 177.0 $10K +170.0 +2428.6% $56.56 -13.7%
311 IGE ISHARES TR 158.0 $10K +51.0 +47.7% $62.94 -6.2%
312 CUBE CUBESMART Real Estate 257.0 $9K +25.0 +10.8% $36.65 +11.3%
313 PEN PENUMBRA INC Healthcare 27.0 $9K +25.0 +1250.0% $328.37 -3.2%
314 ING ING GROEP N.V. Financial Services 338.0 $9K +161.0 +91.0% $26.05 +21.5%
315 AUR AURORA INNOVATION INC Technology 2,101.0 $9K +1K +110.1% $4.12 +50.2%
316 AFRM AFFIRM HLDGS INC Technology 187.0 $9K +178.0 +1977.8% $45.82 +66.9%
317 BRO BROWN & BROWN INC Financial Services 124.0 $8K +52.0 +72.2% $65.22 -8.6%
318 VIKING HOLDINGS LTD 107.0 $8K +100.0 +1428.6% $73.49
319 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 137.0 $8K +33.0 +31.7% $55.66 -5.0%
320 EHC ENCOMPASS HEALTH CORP Healthcare 78.0 $8K +38.0 +95.0% $96.73 +2.1%
Page 16 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%