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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 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALLY ALLY FINL INC Financial Services 48.0 $2K NEW $45.96 -7.3%
102 FTAI AVIATION LTD 8.0 $2K NEW $270.62
103 DY DYCOM INDS INC Industrials 4.0 $2K NEW $505.75 -30.4%
104 ISHARES TR 31.0 $2K NEW $64.55
105 BYD BOYD GAMING CORP Consumer Cyclical 21.0 $2K NEW $88.33 -8.2%
106 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 10.0 $2K NEW $179.00 +22.8%
107 SCHR SCHWAB STRATEGIC TR 71.0 $2K NEW $24.66 -0.6%
108 LVS LAS VEGAS SANDS CORP Consumer Cyclical 32.0 $1K NEW $46.22 +2.3%
109 ELAN ELANCO ANIMAL HEALTH INC Healthcare 59.0 $1K NEW $24.61 +1.9%
110 ERIE ERIE INDTY CO Financial Services 6.0 $1K NEW $239.83 +7.6%
111 TPL TEXAS PACIFIC LAND CORPORATI Energy 3.0 $1K NEW $437.67 -14.8%
112 PCG PG&E CORP Utilities 74.0 $1K NEW $16.82 +9.1%
113 AGNC AGNC INVT CORP Real Estate 114.0 $1K NEW $10.90 +0.1%
114 FNDX SCHWAB STRATEGIC TR 39.0 $1K NEW $31.10 +4.6%
115 CVNA CARVANA CO Consumer Cyclical 18.0 $1K NEW $65.83 +15.1%
116 TRMB TRIMBLE INC Technology 21.0 $1K NEW $51.19 +16.1%
117 REGCO REGENCY CTRS CORP 13.0 $1K NEW $79.77
118 E ENI SPA Energy 22.0 $1K NEW $46.86 +15.3%
119 BTZ BLACKROCK CR ALLOCATION Financial Services 100.0 $1K NEW $10.22 -1.2%
120 DON WISDOMTREE TR 17.0 $961.0 NEW $56.53 +2.7%
Page 6 of 8  ·  143 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%