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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 17 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HEICO CORP NEW 169.0 $44K 0.00% +7.0 +4.3% $257.91
322 AIG AMERICAN INTL GROUP INC Financial Services 554.0 $41K 0.00% +93.0 +20.2% $74.53 +2.5%
323 PPL PPL CORP Utilities 1,130.0 $41K 0.00% +45.0 +4.2% $36.35 -3.7%
324 SNX TD SYNNEX CORPORATION Technology 146.0 $39K 0.00% +27.0 +22.7% $267.34 -6.0%
325 BIIB BIOGEN INC Healthcare 171.0 $37K 0.00% +8.0 +4.9% $216.06 +2.2%
326 BPOP POPULAR INC Financial Services 221.0 $36K 0.00% +115.0 +108.5% $164.18 +3.3%
327 FFIV F5 INC Technology 86.0 $36K 0.00% +1.0 +1.2% $415.97 -8.0%
328 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 738.0 $35K 0.00% +40.0 +5.7% $47.81 -9.4%
329 BAI BLACKROCK ETF TRUST 647.0 $34K 0.00% +622.0 +2488.0% $52.72 -16.9%
330 STLD STEEL DYNAMICS INC Basic Materials 148.0 $34K 0.00% +66.0 +80.5% $229.47 +0.7%
331 OEF ISHARES TR 91.0 $33K 0.00% +69.0 +313.6% $365.88 +3.4%
332 TXT TEXTRON INC Industrials 339.0 $31K 0.00% +25.0 +8.0% $91.73 -10.8%
333 RKT ROCKET COS INC Financial Services 1,912.0 $30K 0.00% +829.0 +76.5% $15.75 -9.2%
334 EXEL EXELIXIS INC Healthcare 541.0 $29K 0.00% +241.0 +80.3% $54.41 +4.2%
335 UHS UNIVERSAL HLTH SVCS INC Healthcare 191.0 $28K 0.00% +17.0 +9.8% $148.69 +18.2%
336 AYI ACUITY INC Industrials 75.0 $28K 0.00% +5.0 +7.1% $376.67 -9.7%
337 BUNGE GLOBAL SA 255.0 $27K +5.0 +2.0% $106.73
338 NLR VANECK ETF TRUST 233.0 $27K +8.0 +3.6% $115.98 +6.9%
339 NI NISOURCE INC Utilities 553.0 $26K +38.0 +7.4% $47.55 -14.5%
340 COOPER COS INC 366.0 $26K +6.0 +1.7% $71.71
Page 17 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%