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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 22 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NOVT NOVANTA INC Technology 20.0 $3K -34.0 -63.0% $162.25 -13.9%
422 CNQ CANADIAN NAT RES LTD MED TER Energy 80.0 $3K -2K -96.3% $39.50 +25.5%
423 FAF FIRST AMERN FINL CORP Financial Services 46.0 $3K -36.0 -43.9% $68.61 +6.8%
424 IGE ISHARES TR 51.0 $3K -107.0 -67.7% $56.20 +17.0%
425 EHC ENCOMPASS HEALTH CORP Healthcare 27.0 $3K -51.0 -65.4% $101.11 +18.8%
426 YETI YETI HLDGS INC Consumer Cyclical 55.0 $3K -27.0 -32.9% $49.56 -14.1%
427 MMSI MERIT MED SYS INC Healthcare 38.0 $3K -16.0 -29.6% $69.34 +31.4%
428 WING WINGSTOP INC Consumer Cyclical 14.0 $2K -7.0 -33.3% $173.43 -34.4%
429 GNRC GENERAC HLDGS INC Industrials 8.0 $2K -2.0 -20.0% $292.88 -31.1%
430 RGEN REPLIGEN CORP Healthcare 17.0 $2K -13.0 -43.3% $136.47 +33.1%
431 DB DEUTSCHE BK AG Financial Services 67.0 $2K -7.0 -9.5% $33.76 +15.6%
432 WHD CACTUS INC Energy 43.0 $2K -15.0 -25.9% $51.23 +31.1%
433 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 36.0 $2K -7.0 -16.3% $59.36 -8.5%
434 HURN HURON CONSULTING GROUP INC Industrials 23.0 $2K -7.0 -23.3% $90.17 +76.5%
435 AMTM AMENTUM HOLDINGS INC Industrials 96.0 $2K -40.0 -29.4% $20.68 -2.0%
436 ING ING GROEP N.V. Financial Services 63.0 $2K -275.0 -81.4% $31.38 +12.5%
437 CWST CASELLA WASTE SYS INC Industrials 20.0 $2K -26.0 -56.5% $97.00 -3.7%
438 INCY INCYTE CORP Healthcare 17.0 $2K -4.0 -19.1% $113.41 +14.4%
439 HLNE HAMILTON LANE INC Financial Services 24.0 $2K -8.0 -25.0% $78.83 +35.5%
440 VNT VONTIER CORPORATION Technology 64.0 $2K -137.0 -68.2% $29.00 +15.1%
Page 22 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%