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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 19 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BXP BXP INC Real Estate 265.0 $18K -7.0 -2.6% $66.31 +8.3%
362 EXLS EXLSERVICE HLDGS INC Technology 677.0 $18K -9.0 -1.3% $25.86 +44.8%
363 FIVE FIVE BELOW INC Consumer Cyclical 93.0 $17K -30.0 -24.4% $179.80 +43.6%
364 BCS BARCLAYS PLC Financial Services 621.0 $17K -236.0 -27.5% $26.86 +1.4%
365 DNP DNP SELECT INCOME FD INC Financial Services 1,500.0 $16K -500.0 -25.0% $10.79 +1.7%
366 EMN EASTMAN CHEM CO Basic Materials 227.0 $15K -2.0 -0.9% $66.98 +8.1%
367 PBA PEMBINA PIPELINE CORP Energy 315.0 $15K -200.0 -38.8% $46.25 +3.6%
368 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 55.0 $14K -11.0 -16.7% $261.38 +32.5%
369 CSWC CAPITAL SOUTHWEST CORP Financial Services 600.0 $14K -2K -77.8% $23.77 +6.3%
370 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 81.0 $14K -4.0 -4.7% $173.12 -5.4%
371 NET CLOUDFLARE INC Technology 56.0 $14K -148.0 -72.5% $245.29 +13.2%
372 IBIT ISHARES BITCOIN TRUST ETF Financial Services 409.0 $14K -295.0 -41.9% $33.29 +32.8%
373 POOL POOL CORP Industrials 62.0 $13K -4.0 -6.1% $214.90 -13.0%
374 RB GLOBAL INC 114.0 $13K -3.0 -2.6% $116.46
375 RPM RPM INTL INC Basic Materials 118.0 $13K -80.0 -40.4% $111.15 -3.9%
376 WEX WEX INC Technology 91.0 $13K -4.0 -4.2% $141.10 +40.4%
377 AZO AUTOZONE INC Consumer Cyclical 4.0 $13K -92.0 -95.8% $3196.00 -5.7%
378 FDS FACTSET RESH SYS INC Financial Services 53.0 $12K -25.0 -32.0% $230.09 +28.7%
379 EXPE EXPEDIA GROUP INC Consumer Cyclical 46.0 $12K -166.0 -78.3% $255.89 +32.1%
380 ITA ISHARES TR 48.0 $12K -12.0 -20.0% $242.44 -3.4%
Page 19 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%