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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 20 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HRL HORMEL FOODS CORP Consumer Defensive 352.0 $9K +2.0 +0.6% $24.82 -4.2%
382 AWI ARMSTRONG WORLD INDS INC NEW Industrials 53.0 $9K +51.0 +2550.0% $160.43 +12.1%
383 BTI BRITISH AMERN TOB PLC Consumer Defensive 136.0 $8K +54.0 +65.8% $61.76 -8.6%
384 AMKR AMKOR TECHNOLOGY INC Technology 82.0 $7K +5.0 +6.5% $86.23 -43.5%
385 EWJ ISHARES INC 71.0 $7K +21.0 +42.0% $93.28 +2.5%
386 KDP KEURIG DR PEPPER INC Consumer Defensive 198.0 $6K +62.0 +45.6% $32.73 -2.7%
387 HSBC HSBC HLDGS PLC Financial Services 68.0 $6K +38.0 +126.7% $95.10 +9.8%
388 EQPT EQUIPMENTSHARE COM INC Industrials 321.0 $6K +121.0 +60.5% $19.66 -6.1%
389 ANNALY CAPITAL MANAGEMENT IN 281.0 $6K +85.0 +43.4% $22.36
390 SAN BANCO SANTANDER SA Financial Services 431.0 $6K +224.0 +108.2% $13.80 +6.0%
391 IT GARTNER INC Technology 43.0 $6K +1.0 +2.4% $129.63 +51.0%
392 RRX REGAL REXNORD CORPORATION Industrials 23.0 $5K +9.0 +64.3% $238.22 -31.9%
393 BGRN ISHARES TR 114.0 $5K +5.0 +4.6% $47.47 -0.8%
394 APOS APOLLO GLOBAL MGMT INC 45.0 $5K +16.0 +55.2% $118.31
395 MSCI MSCI INC Financial Services 7.0 $4K +3.0 +75.0% $560.14 +0.7%
396 AMG AFFILIATED MANAGERS GROUP Financial Services 11.0 $4K +8.0 +266.7% $338.45 +7.9%
397 IMO IMPERIAL OIL LTD Energy 31.0 $3K +26.0 +520.0% $112.03 +17.4%
398 CMS CMS ENERGY CORP Utilities 44.0 $3K +1.0 +2.3% $76.50 -10.1%
399 CNO CNO FINL GROUP INC Financial Services 64.0 $3K +49.0 +326.7% $50.98 +6.3%
400 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 130.0 $3K +78.0 +150.0% $25.06 +15.5%
Page 20 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%