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Portfolio (Quarterly) Guide ↗

CENTRAL TRUST Co

· CIK 0000044365
13F Portfolio $5.1B AUM 2,076 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 355 Added 464 Reduced 104 Exited
Page 52 of 79  ·  1,562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DVN DEVON ENERGY CORP NEW Energy 390.0 $20K -2K -81.6% $50.32 -16.3%
1022 AYI ACUITY INC Industrials 70.0 $20K $280.23 +13.3%
1023 BOKF BOK FINL CORP Financial Services 150.0 $19K $128.06 +1.8%
1024 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 66.0 $19K +10.0 +17.9% $290.71 -10.6%
1025 REGL PROSHARES TR 222.0 $19K $86.41 +4.2%
1026 KNOP KNOT OFFSHORE PARTNERS LP Industrials 1,900.0 $19K $10.08 +1.8%
1027 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 1,000.0 $19K NEW $19.15 -5.5%
1028 VALE VALE S A Basic Materials 1,200.0 $19K -300.0 -20.0% $15.91 -3.1%
1029 RGA REINSURANCE GROUP AMER INC Financial Services 93.0 $19K $204.16 +3.1%
1030 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 32.0 $19K $593.00 -9.5%
1031 CE CELANESE CORP DEL Basic Materials 288.0 $19K +43.0 +17.6% $65.88 -22.3%
1032 IYK ISHARES TR 270.0 $19K NEW $70.03 +2.2%
1033 INGR INGREDION INC Consumer Defensive 167.0 $19K -1.0 -0.6% $112.66 -13.1%
1034 ZION ZIONS BANCORPORATION NATL AS Financial Services 325.0 $19K -25.0 -7.1% $57.62 +14.8%
1035 SSO PROSHARES TR 360.0 $19K $51.88 +30.4%
1036 LSCC LATTICE SEMICONDUCTOR CORP Technology 200.0 $19K -200.0 -50.0% $92.76 +65.7%
1037 CNA CNA FINL CORP Financial Services 400.0 $18K -150.0 -27.3% $45.92 -3.0%
1038 BCS BARCLAYS PLC Financial Services 857.0 $18K +274.0 +47.0% $21.16 +24.3%
1039 HDV ISHARES TR 133.0 $18K $135.72 -80.1%
1040 DSI ISHARES TR 146.0 $18K $121.19 +17.0%
Page 52 of 79  ·  1,562 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 34.4%
Technology 22.9%
Consumer Cyclical 8.0%
Healthcare 7.6%
Industrials 7.2%
Consumer Defensive 6.7%
Communication Services 5.3%
Energy 4.6%
Utilities 1.9%
Basic Materials 0.8%