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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 58 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 RNR RENAISSANCERE HLDGS LTD Financial Services 47.0 $15K $316.91 +4.7%
1142 OPY OPPENHEIMER HLDGS INC Financial Services 141.0 $15K NEW $105.55 +9.8%
1143 FHN FIRST HORIZON CORPORATION Financial Services 580.0 $15K $25.64 -4.2%
1144 BCE BCE INC Communication Services 681.0 $15K $21.51 +9.2%
1145 PBA PEMBINA PIPELINE CORP Energy 315.0 $15K -200.0 -38.8% $46.25 +5.2%
1146 OGS ONE GAS INC Utilities 187.0 $14K $77.07 +5.2%
1147 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 55.0 $14K -11.0 -16.7% $261.38 +31.3%
1148 VRSN VERISIGN INC Technology 57.0 $14K +4.0 +7.5% $251.56 +16.5%
1149 EFAV ISHARES TR 163.0 $14K $87.71 +7.6%
1150 CSWC CAPITAL SOUTHWEST CORP Financial Services 600.0 $14K -2K -77.8% $23.77 +6.2%
1151 KBE SPDR SERIES TRUST 209.0 $14K $68.22 +0.7%
1152 BLCR BLACKROCK ETF TRUST 283.0 $14K NEW $50.37 -2.0%
1153 MSM MSC INDL DIRECT INC Industrials 119.0 $14K NEW $118.96 +3.0%
1154 MTZ MASTEC INC Industrials 34.0 $14K $416.09 -40.2%
1155 ECG EVERUS CONSTR GROUP Industrials 85.0 $14K NEW $165.95 -27.0%
1156 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 81.0 $14K -4.0 -4.7% $173.12 -4.9%
1157 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 535.0 $14K $25.95 +33.8%
1158 HIMS HIMS & HERS HEALTH INC Healthcare 400.0 $14K $34.67 -14.0%
1159 TKR TIMKEN CO Industrials 95.0 $14K $145.33 -13.2%
1160 NET CLOUDFLARE INC Technology 56.0 $14K -148.0 -72.5% $245.29 +16.0%
Page 58 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%