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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 57 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ARW ARROW ELECTRS INC Technology 76.0 $16K +72.0 +1800.0% $213.42 -3.0%
1122 DNP DNP SELECT INCOME FD INC Financial Services 1,500.0 $16K -500.0 -25.0% $10.79 +2.0%
1123 RALLIANT CORP 219.0 $16K $73.63
1124 AIR AAR CORP Industrials 112.0 $16K NEW $142.94 -3.0%
1125 RGLD ROYAL GOLD INC Basic Materials 80.0 $16K $199.61 +33.3%
1126 LIBERTY GLOBAL LTD 1,447.0 $16K NEW $11.00
1127 KWR QUAKER HOUGHTON Basic Materials 100.0 $16K $158.87 +3.7%
1128 MBB ISHARES TR 166.0 $16K +75.0 +82.4% $94.52 -1.0%
1129 VCTR VICTORY CAP HLDGS INC DEL Financial Services 186.0 $16K +70.0 +60.3% $84.06 +43.5%
1130 AZZ AZZ INC Industrials 100.0 $16K $155.05 -9.2%
1131 MAGS LISTED FDS TR 240.0 $15K NEW $64.30 +5.1%
1132 SF STIFEL FINL CORP Financial Services 220.0 $15K $69.77 +15.8%
1133 KVUE KENVUE INC Consumer Defensive 802.0 $15K +80.0 +11.1% $19.11 +0.6%
1134 HAL HALLIBURTON CO Energy 451.0 $15K +21.0 +4.9% $33.95 +1.4%
1135 AER AERCAP HOLDINGS NV Industrials 105.0 $15K +32.0 +43.8% $145.78 +2.8%
1136 EMN EASTMAN CHEM CO Basic Materials 227.0 $15K -2.0 -0.9% $66.98 +8.9%
1137 VNOM VIPER ENERGY INC Energy 355.0 $15K $42.40 +4.3%
1138 HSIC SCHEIN HENRY INC Healthcare 180.0 $15K $83.52 +8.2%
1139 AMERICAN COASTAL INS CORP 1,349.0 $15K NEW $11.10
1140 IEI ISHARES TR 127.0 $15K NEW $117.46 -0.6%
Page 57 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%