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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 21 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MFG MIZUHO FINANCIAL GROUP INC Financial Services 329.0 $3K +117.0 +55.2% $9.58 +8.7%
402 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 126.0 $3K +53.0 +72.6% $23.59 +6.8%
403 QXO QXO INC Industrials 143.0 $2K +90.0 +169.8% $17.28 -19.8%
404 LYG LLOYDS BANKING GROUP PLC Financial Services 421.0 $2K +227.0 +117.0% $5.83 +4.3%
405 EQNR EQUINOR ASA Energy 78.0 $2K +25.0 +47.2% $31.41 +31.2%
406 NATWEST GROUP PLC 132.0 $2K +80.0 +153.8% $17.64
407 TWLO TWILIO INC Communication Services 11.0 $2K +6.0 +120.0% $206.36 +8.5%
408 UBS UBS GROUP AG Financial Services 45.0 $2K +25.0 +125.0% $49.58 +9.4%
409 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 57.0 $2K +6.0 +11.8% $38.96 +7.8%
410 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 116.0 $2K +54.0 +87.1% $16.03 +14.4%
411 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 29.0 $2K +14.0 +93.3% $60.24 +22.2%
412 ROP ROPER TECHNOLOGIES INC Industrials 5.0 $2K +1.0 +25.0% $338.40 +22.2%
413 CROX CROCS INC Consumer Cyclical 12.0 $1K +8.0 +200.0% $120.67 +1.8%
414 INSM INSMED INC Healthcare 13.0 $1K +10.0 +333.3% $106.69 +16.1%
415 GH GUARDANT HEALTH INC Healthcare 7.0 $1K +2.0 +40.0% $150.14 +9.8%
416 LULU LULULEMON ATHLETICA INC Consumer Cyclical 9.0 $1K +7.0 +350.0% $114.22 +3.6%
417 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3.0 $904.0 +2.0 +200.0% $301.33 -20.3%
418 PVH PVH CORPORATION Consumer Cyclical 12.0 $892.0 +7.0 +140.0% $74.33 +0.3%
419 NTRA NATERA INC Healthcare 3.0 $815.0 +2.0 +200.0% $271.67 +23.9%
420 EQH EQUITABLE HLDGS INC Financial Services 17.0 $746.0 +4.0 +30.8% $43.88 +11.5%
Page 21 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%