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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 23 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SUI SUN CMNTYS INC Real Estate 15.0 $2K -4.0 -21.1% $119.93 +5.0%
442 ALRM ALARM COM HLDGS INC Technology 36.0 $2K -33.0 -47.8% $46.72 +21.5%
443 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 90.0 $2K -12.0 -11.8% $17.41 +16.5%
444 VICI VICI PPTYS INC Real Estate 58.0 $2K -32.0 -35.6% $26.55 -0.9%
445 AVTR AVANTOR INC Healthcare 141.0 $1K -90.0 -39.0% $9.90 +45.6%
446 ESAB ESAB CORPORATION Industrials 14.0 $1K -3.0 -17.6% $98.64 -18.4%
447 CALX CALIX INC Technology 29.0 $1K -24.0 -45.3% $37.34 +6.7%
448 CVSA COVISTA INC Consumer Cyclical 8.0 $998.0 -3.0 -27.3% $124.75 +9.3%
449 CCK CROWN HLDGS INC Consumer Cyclical 8.0 $895.0 -20.0 -71.4% $111.88 +7.6%
450 CAVA CAVA GROUP INC Consumer Cyclical 10.0 $785.0 -5.0 -33.3% $78.50 -11.7%
451 RPRX ROYALTY PHARMA PLC Healthcare 14.0 $785.0 -228.0 -94.2% $56.07 +10.7%
452 CW CURTISS WRIGHT CORP Industrials 1.0 $758.0 -17.0 -94.4% $758.00 -19.6%
453 BNL BROADSTONE NET LEASE INC Real Estate 36.0 $745.0 -800.0 -95.7% $20.69 +4.1%
454 WCC WESCO INTL INC Industrials 2.0 $691.0 -1.0 -33.3% $345.50 -1.9%
455 MKTX MARKETAXESS HLDGS INC Financial Services 6.0 $681.0 -1.0 -14.3% $113.50 +43.2%
456 BCPC BALCHEM CORP Basic Materials 4.0 $676.0 -13.0 -76.5% $169.00 +6.2%
457 LMAT LEMAITRE VASCULAR INC Healthcare 7.0 $672.0 -15.0 -68.2% $96.00 -17.7%
458 RBC RBC BEARINGS INC Industrials 1.0 $645.0 -10.0 -90.9% $645.00 -23.1%
459 ASGN EVERFORTH INC Technology 33.0 $590.0 -12.0 -26.7% $17.88 +17.2%
460 AVB AVALONBAY CMNTYS INC Real Estate 3.0 $567.0 -4.0 -57.1% $189.00 -2.6%
Page 23 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%