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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 54 of 79  ·  1,562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 OGS ONE GAS INC Utilities 187.0 $16K $86.13 -10.9%
1062 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 535.0 $16K $29.99 -7.2%
1063 LSTR LANDSTAR SYS INC Industrials 100.0 $16K $160.31 +29.4%
1064 MBC MASTERBRAND INC Consumer Cyclical 1,926.0 $16K $8.31 +9.0%
1065 KIM KIMCO REALTY CORP Real Estate 700.0 $16K $22.47 +8.5%
1066 TRTX TPG RE FIN TR INC Real Estate 2,000.0 $16K NEW $7.81 +10.1%
1067 VOD VODAFONE GROUP PLC Communication Services 1,034.0 $16K -3K -73.6% $15.02 -4.8%
1068 RKT ROCKET COS INC Financial Services 1,083.0 $15K NEW $14.25 +1.2%
1069 BNL BROADSTONE NET LEASE INC Real Estate 836.0 $15K NEW $18.27 +12.6%
1070 MOS MOSAIC CO Basic Materials 598.0 $15K $25.50 -10.2%
1071 RS RELIANCE INC Basic Materials 50.0 $15K $303.92 +30.4%
1072 QQQM INVESCO EXCH TRADED FD TR II 63.0 $15K $237.63 +28.1%
1073 FIS FIDELITY NATL INFORMATION SV Technology 319.0 $15K -192.0 -37.6% $46.91 -18.6%
1074 EFAV ISHARES TR 163.0 $15K $91.37 -4.4%
1075 CPNG COUPANG INC Consumer Cyclical 785.0 $15K $18.88 -4.6%
1076 STLD STEEL DYNAMICS INC Basic Materials 82.0 $15K -113.0 -58.0% $180.00 +38.8%
1077 PCAR PACCAR INC Industrials 127.0 $15K $115.50 +3.0%
1078 AVUS AMERICAN CENTY ETF TR 131.0 $15K $111.18 +14.8%
1079 WEX WEX INC Technology 95.0 $15K $153.04 -17.1%
1080 WULF TERAWULF INC Financial Services 1,000.0 $14K $14.43 +93.1%
Page 54 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%