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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 55 of 79  ·  1,562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 DECK DECKERS OUTDOOR CORP Consumer Cyclical 144.0 $14K -371.0 -72.0% $100.09 +9.0%
1082 ALK ALASKA AIR GROUP INC Industrials 391.0 $14K $36.78 +33.9%
1083 NHI NATIONAL HEALTH INVS INC Real Estate 176.0 $14K +8.0 +4.8% $80.86 -12.4%
1084 BPOP POPULAR INC Financial Services 106.0 $14K $134.18 +18.7%
1085 BXP BXP INC Real Estate 272.0 $14K $51.90 +24.7%
1086 MASI MASIMO CORP Healthcare 79.0 $14K $177.87 +1.2%
1087 RNR RENAISSANCERE HLDGS LTD Financial Services 47.0 $14K $297.23 +0.7%
1088 BAX BAXTER INTL INC Healthcare 822.0 $14K $16.80 +18.4%
1089 CWT CALIFORNIA WTR SVC GROUP Utilities 304.0 $14K $45.34 -0.3%
1090 GLOBUS MED INC 159.0 $14K +4.0 +2.6% $86.16
1091 SMCI SUPER MICRO COMPUTER INC Technology 600.0 $14K $22.77 +34.7%
1092 SWK STANLEY BLACK & DECKER INC Industrials 192.0 $14K $71.06 +22.1%
1093 BROOKFIELD ASSET MANAGMT LTD 304.0 $14K +15.0 +5.2% $44.45
1094 CGNX COGNEX CORP Technology 275.0 $13K -100.0 -26.7% $48.99 +34.9%
1095 PULS PGIM ETF TR 272.0 $13K $49.50 +0.3%
1096 POOL POOL CORP Industrials 66.0 $13K -1.0 -1.5% $202.33 -1.7%
1097 HSIC SCHEIN HENRY INC Healthcare 180.0 $13K $73.70 +8.4%
1098 FHN FIRST HORIZON CORPORATION Financial Services 580.0 $13K -146.0 -20.1% $22.76 +9.0%
1099 VRSN VERISIGN INC Technology 53.0 $13K -6.0 -10.2% $248.38 +6.7%
1100 ITA ISHARES TR 60.0 $13K +16.0 +36.4% $218.75 +9.3%
Page 55 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%