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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 20 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CE CELANESE CORP DEL Basic Materials 245.0 $11K -43.0 -14.9% $46.00 -3.2%
382 PHIN PHINIA INC Consumer Cyclical 136.0 $11K -8.0 -5.6% $82.38 -13.9%
383 DECK DECKERS OUTDOOR CORP Consumer Cyclical 112.0 $11K -32.0 -22.2% $99.29 -10.6%
384 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 548.0 $11K -133.0 -19.5% $19.89 +11.8%
385 KNF KNIFE RIVER CORP Basic Materials 125.0 $10K -7.0 -5.3% $83.66 -21.3%
386 VFC V F CORP Consumer Cyclical 603.0 $10K -697.0 -53.6% $16.68 -17.0%
387 MANH MANHATTAN ASSOCIATES INC Technology 72.0 $10K -6.0 -7.7% $139.25 +53.0%
388 NXST NEXSTAR MEDIA GROUP INC Communication Services 56.0 $10K -6.0 -9.7% $178.61 +6.0%
389 CUBE CUBESMART Real Estate 245.0 $10K -12.0 -4.7% $39.77 +2.1%
390 MARA MARA HOLDINGS INC Financial Services 700.0 $10K -176.0 -20.1% $13.89 -14.8%
391 CHTR CHARTER COMMUNICATIONS INC Communication Services 67.0 $10K -31.0 -31.6% $142.22 +9.1%
392 YORW YORK WTR CO Utilities 306.0 $9K -34.0 -10.0% $30.65 +11.9%
393 FIS FIDELITY NATL INFORMATION SV Technology 237.0 $9K -82.0 -25.7% $38.88 +4.1%
394 IIPR INNOVATIVE INDL PPTYS INC Real Estate 147.0 $9K -420.0 -74.1% $61.99 -7.0%
395 CWCO CONSOLIDATED WATER CO INC Utilities 306.0 $9K -34.0 -10.0% $29.50 +2.1%
396 MTH MERITAGE HOMES CORP Consumer Cyclical 106.0 $9K -34.0 -24.3% $83.86 -12.4%
397 FSS FEDERAL SIGNAL CORP Industrials 69.0 $9K -6.0 -8.0% $128.49 -6.1%
398 DAR DARLING INGREDIENTS INC Consumer Defensive 159.0 $9K -4.0 -2.5% $54.62 +14.6%
399 STAG STAG INDUSTRIAL INC Real Estate 226.0 $9K -2K -89.8% $38.06 -2.5%
400 GLOBUS MED INC 106.0 $8K -53.0 -33.3% $79.02
Page 20 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%