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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPXC SPX TECHNOLOGIES INC Industrials 8.0 $2K NEW $200.00 +17.4%
82 PLUS EPLUS INC Technology 20.0 $2K NEW $75.25 +9.5%
83 CTRE CARETRUST REIT INC Real Estate 41.0 $2K NEW $36.66 +1.0%
84 RKLB ROCKET LAB CORP Industrials 22.0 $1K NEW $64.23 +62.9%
85 HHH HOWARD HUGHES HOLDINGS INC Real Estate 21.0 $1K NEW $63.29 +7.4%
86 SSRM SSR MINING IN Basic Materials 45.0 $1K NEW $29.40 +8.3%
87 CAVA CAVA GROUP INC Consumer Cyclical 15.0 $1K NEW $80.93 +7.9%
88 DGII DIGI INTL INC Technology 25.0 $1K NEW $48.20 +42.7%
89 BITO PROSHARES TR 128.0 $1K NEW $9.31 -4.2%
90 BEONE MEDICINES LTD 4.0 $1K NEW $297.00
91 PLMR PALOMAR HLDGS INC Financial Services 9.0 $1K NEW $119.56 -4.6%
92 LAUR LAUREATE ED INC Consumer Defensive 30.0 $1K NEW $34.87 +2.5%
93 QXO QXO INC Industrials 53.0 $1K NEW $19.43 -12.5%
94 AX AXOS FINANCIAL INC Financial Services 12.0 $1K NEW $85.17 +5.0%
95 EAT BRINKER INTL INC Consumer Cyclical 7.0 $1K NEW $142.86 +7.5%
96 EPR EPR PPTYS Real Estate 20.0 $1K NEW $50.00 +18.2%
97 NLOP NET LEASE OFFICE PROPERTIES Real Estate 82.0 $945.0 NEW $11.52 +2.2%
98 TECH BIO-TECHNE CORP Healthcare 18.0 $941.0 NEW $52.28 +7.2%
99 DORM DORMAN PRODS INC Consumer Cyclical 9.0 $940.0 NEW $104.44 +20.4%
100 ONON ON HLDG AG Consumer Cyclical 25.0 $851.0 NEW $34.04 +11.8%
Page 5 of 6  ·  119 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%