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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 19 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MBB ISHARES TR 166.0 $16K +75.0 +82.4% $94.52 -0.8%
362 VCTR VICTORY CAP HLDGS INC DEL Financial Services 186.0 $16K +70.0 +60.3% $84.06 +37.2%
363 KVUE KENVUE INC Consumer Defensive 802.0 $15K +80.0 +11.1% $19.11 +1.1%
364 HAL HALLIBURTON CO Energy 451.0 $15K +21.0 +4.9% $33.95 -0.4%
365 AER AERCAP HOLDINGS NV Industrials 105.0 $15K +32.0 +43.8% $145.78 +1.1%
366 VRSN VERISIGN INC Technology 57.0 $14K +4.0 +7.5% $251.56 +16.8%
367 POWL POWELL INDS INC Industrials 45.0 $13K +30.0 +200.0% $286.38 -33.6%
368 TTC TORO CO Industrials 130.0 $13K +66.0 +103.1% $97.42 +2.2%
369 AES AES CORP Utilities 856.0 $13K +825.0 +2661.3% $14.66 +0.5%
370 ALLE ALLEGION PLC Industrials 87.0 $12K +9.0 +11.5% $140.49 +14.1%
371 CPT CAMDEN PPTY TR Real Estate 106.0 $12K +6.0 +6.0% $114.49 -5.4%
372 EXPD EXPEDITORS INTL WASH INC Industrials 69.0 $11K +19.0 +38.0% $162.99 +16.0%
373 ANGLOGOLD ASHANTI PLC 136.0 $11K +117.0 +615.8% $80.90
374 PI IMPINJ INC Technology 75.0 $11K +74.0 +7400.0% $143.24 +16.0%
375 AVY AVERY DENNISON CORP Industrials 66.0 $11K +4.0 +6.5% $162.36 +10.8%
376 SAIA SAIA INC Industrials 25.0 $11K +15.0 +150.0% $421.16 -18.3%
377 SSRM SSR MINING IN Basic Materials 347.0 $10K +302.0 +671.1% $28.28 +38.6%
378 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 86.0 $10K +1.0 +1.2% $111.79 -6.1%
379 GPN GLOBAL PMTS INC Industrials 126.0 $9K +9.0 +7.7% $72.56 +29.3%
380 MRNA MODERNA INC Healthcare 126.0 $9K +8.0 +6.8% $70.03 +126.8%
Page 19 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%