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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 24 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PLMR PALOMAR HLDGS INC Financial Services 4.0 $506.0 -5.0 -55.6% $126.50 +4.2%
462 EFX EQUIFAX INC Industrials 3.0 $477.0 -15.0 -83.3% $159.00 +20.7%
463 VRRM VERRA MOBILITY CORP Technology 96.0 $408.0 -44.0 -31.4% $4.25 +4.2%
464 HUBS HUBSPOT INC Technology 2.0 $366.0 -1.0 -33.3% $183.00 +29.9%
465 KD KYNDRYL HLDGS INC Technology 15.0 $170.0 -104.0 -87.4% $11.33 +14.9%
466 SN SHARKNINJA INC Consumer Cyclical 1.0 $153.0 -1.0 -50.0% $153.00 +20.1%
Page 24 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%