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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 21 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RACE FERRARI N V Consumer Cyclical 22.0 $8K -10.0 -31.2% $372.32 +13.3%
402 IUSV ISHARES TR 74.0 $8K -28.0 -27.4% $110.16 +4.4%
403 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 140.0 $7K -20.0 -12.5% $49.99 +4.9%
404 BRO BROWN & BROWN INC Financial Services 108.0 $7K -16.0 -12.9% $64.16 +14.3%
405 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 131.0 $7K -9.0 -6.4% $52.18 +0.7%
406 AUR AURORA INNOVATION INC Technology 1,000.0 $7K -1K -52.4% $6.82 -15.4%
407 BOOT BOOT BARN HLDGS INC Consumer Cyclical 39.0 $6K -5.0 -11.4% $164.28 -2.8%
408 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 601.0 $6K -449.0 -42.8% $10.57 +8.0%
409 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 36.0 $6K -2.0 -5.3% $168.56 -9.0%
410 DFAX DIMENSIONAL ETF TRUST 159.0 $6K -198.0 -55.5% $36.84 +4.2%
411 WMS ADVANCED DRAIN SYS INC DEL Industrials 30.0 $5K -7.0 -18.9% $156.97 -9.9%
412 ALC ALCON AG Healthcare 70.0 $5K -48.0 -40.7% $67.10 +9.3%
413 DPZ DOMINOS PIZZA INC Consumer Cyclical 15.0 $4K -1.0 -6.2% $296.07 +18.2%
414 HQY HEALTHEQUITY INC Healthcare 49.0 $4K -29.0 -37.2% $90.33 +16.7%
415 SLGN SILGAN HLDGS INC Consumer Cyclical 90.0 $4K -44.0 -32.8% $46.40 -8.1%
416 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 46.0 $4K -6.0 -11.5% $87.24 +8.2%
417 ACIW ACI WORLDWIDE INC Technology 77.0 $4K -15.0 -16.3% $50.30 +4.2%
418 MTG MGIC INVT CORP WIS Financial Services 130.0 $4K -31.0 -19.2% $28.20 +10.8%
419 GIB CGI INC Technology 56.0 $4K -28.0 -33.3% $64.57 +15.4%
420 CBZ CBIZ INC Industrials 108.0 $3K -66.0 -37.9% $32.08 +70.6%
Page 21 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%