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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 17 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 APP APPLOVIN CORP Technology 83.0 $43K 0.00% -6.0 -6.7% $515.24 -40.0%
322 VTR VENTAS INC Real Estate 477.0 $42K 0.00% -41.0 -7.9% $88.80 +5.7%
323 JLL JONES LANG LASALLE INC Real Estate 135.0 $42K 0.00% -1.0 -0.7% $309.96 +26.2%
324 ACGL ARCH CAP GROUP LTD Financial Services 414.0 $40K 0.00% -96.0 -18.8% $97.06 +3.6%
325 LYV LIVE NATION ENTERTAINMENT IN Communication Services 209.0 $38K 0.00% -4.0 -1.9% $183.11 +2.0%
326 VFH VANGUARD WORLD FD 287.0 $38K 0.00% -70.0 -19.6% $131.60 +8.2%
327 RFI COHEN & STEERS TOTAL RETURN Financial Services 3,035.0 $34K 0.00% -847.0 -21.8% $11.32 +1.3%
328 DCI DONALDSON INC Industrials 382.0 $34K 0.00% -959.0 -71.5% $89.77 +6.0%
329 SONY SONY GROUP CORP Technology 1,676.0 $34K 0.00% -384.0 -18.6% $20.06 +19.9%
330 VRSK VERISK ANALYTICS INC Industrials 187.0 $34K 0.00% -55.0 -22.7% $179.53 +5.0%
331 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 983.0 $33K 0.00% -742.0 -43.0% $34.00 +9.4%
332 MAA MID-AMER APT CMNTYS INC Real Estate 238.0 $33K 0.00% -4.0 -1.6% $138.94 -5.0%
333 CALF PACER FDS TR 650.0 $33K 0.00% -63.0 -8.8% $50.61 +13.6%
334 EVEREST GROUP LTD 91.0 $33K 0.00% -100.0 -52.4% $357.23
335 CNRG SPDR SERIES TRUST 278.0 $31K 0.00% -18.0 -6.1% $113.10 -20.7%
336 GGG GRACO INC Industrials 414.0 $31K 0.00% -157.0 -27.5% $75.61 +4.1%
337 LQD ISHARES TR 277.0 $30K 0.00% -985.0 -78.0% $109.07 -2.2%
338 MILLROSE PPTYS INC 988.0 $30K 0.00% -12.0 -1.2% $30.05
339 NJR NEW JERSEY RES CORP Utilities 518.0 $29K 0.00% -300.0 -36.7% $56.04 -4.0%
340 MUB ISHARES TR 268.0 $29K 0.00% -534.0 -66.6% $107.62 -1.9%
Page 17 of 24  ·  466 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%