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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 38 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AAON AAON INC Industrials 798.0 $101K 0.00% -6K -88.1% $126.86 -38.4%
742 VTWO VANGUARD SCOTTSDALE FDS 833.0 $101K 0.00% +545.0 +189.2% $121.42 -0.2%
743 BALL BALL CORP Consumer Cyclical 1,609.0 $100K 0.00% -73.0 -4.3% $62.40 +1.6%
744 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 381.0 $100K 0.00% +5.0 +1.3% $263.26 +37.2%
745 F FORD MTR CO Consumer Cyclical 7,215.0 $100K 0.00% -2K -24.9% $13.90 +0.5%
746 WSO WATSCO INC Industrials 240.0 $100K 0.00% $416.73 -24.9%
747 SAP SAP SE Technology 647.0 $100K 0.00% -62.0 -8.7% $154.11 +43.5%
748 GEN GEN DIGITAL INC Technology 3,980.0 $99K 0.00% -435.0 -9.8% $24.89 +22.5%
749 GDXJ VANECK ETF TRUST 1,001.0 $98K 0.00% $98.25 +37.2%
750 SMLF ISHARES TR 1,103.0 $98K 0.00% -888.0 -44.6% $89.14 +0.2%
751 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,617.0 $98K 0.00% +386.0 +31.4% $60.67 +23.4%
752 CNM CORE & MAIN INC Industrials 2,000.0 $96K 0.00% $48.25 -9.3%
753 JCI JOHNSON CONTROLS INTERNATION Industrials 659.0 $96K 0.00% +11.0 +1.7% $146.11 -2.7%
754 LPLA LPL FINL HLDGS INC Financial Services 338.0 $95K 0.00% +5.0 +1.5% $281.68 +28.2%
755 OLED UNIVERSAL DISPLAY CORP Technology 1,099.0 $95K 0.00% $86.59 -2.0%
756 STT STATE STR CORP Financial Services 558.0 $95K 0.00% -16.0 -2.8% $169.60 +14.0%
757 SCHO SCHWAB STRATEGIC TR 3,901.0 $94K 0.00% -144.0 -3.6% $24.14 -0.1%
758 POST POST HLDGS INC Consumer Defensive 1,050.0 $93K 0.00% $88.26 -7.7%
759 MAS MASCO CORP Industrials 1,132.0 $92K 0.00% -920.0 -44.8% $81.37 -10.5%
760 LAMR LAMAR ADVERTISING CO Real Estate 590.0 $92K 0.00% +540.0 +1080.0% $155.98 -3.5%
Page 38 of 79  ·  1,568 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%