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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 59 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BROOKFIELD ASSET MANAGMT LTD 304.0 $14K $44.85
1162 CPNG COUPANG INC Consumer Cyclical 785.0 $14K $17.37 -4.8%
1163 IBIT ISHARES BITCOIN TRUST ETF Financial Services 409.0 $14K -295.0 -41.9% $33.29 +33.5%
1164 MUR MURPHY OIL CORP Energy 418.0 $14K $32.56 +6.5%
1165 SIL GLOBAL X FDS 175.0 $14K NEW $77.46 +29.9%
1166 SWKS SKYWORKS SOLUTIONS INC Technology 199.0 $13K $67.80 -1.7%
1167 PULS PGIM ETF TR 272.0 $13K $49.55 +0.3%
1168 NHI NATIONAL HEALTH INVS INC Real Estate 176.0 $13K $76.26 -3.8%
1169 POOL POOL CORP Industrials 62.0 $13K -4.0 -6.1% $214.90 -12.3%
1170 NOK NOKIA CORP Technology 1,000.0 $13K $13.28 -21.7%
1171 RB GLOBAL INC 114.0 $13K -3.0 -2.6% $116.46
1172 RPM RPM INTL INC Basic Materials 118.0 $13K -80.0 -40.4% $111.15 -3.7%
1173 POWL POWELL INDS INC Industrials 45.0 $13K +30.0 +200.0% $286.38 -33.0%
1174 WEX WEX INC Technology 91.0 $13K -4.0 -4.2% $141.10 +40.7%
1175 AZO AUTOZONE INC Consumer Cyclical 4.0 $13K -92.0 -95.8% $3196.00 -6.2%
1176 MOS MOSAIC CO Basic Materials 598.0 $13K $21.19 +14.0%
1177 TTC TORO CO Industrials 130.0 $13K +66.0 +103.1% $97.42 +3.0%
1178 AES AES CORP Utilities 856.0 $13K +825.0 +2661.3% $14.66 +0.5%
1179 WTM WHITE MTNS INS GROUP LTD Financial Services 6.0 $12K NEW $2073.50 +2.9%
1180 ALLE ALLEGION PLC Industrials 87.0 $12K +9.0 +11.5% $140.49 +14.1%
Page 59 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%