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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 62 of 79  ·  1,562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 FAN FIRST TR EXCHANGE-TRADED FD 268.0 $7K $24.74 +0.3%
1222 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 160.0 $7K -110.0 -40.7% $41.27 +49.8%
1223 NVR NVR INC Consumer Cyclical 1.0 $7K $6590.00 -1.1%
1224 HQY HEALTHEQUITY INC Healthcare 78.0 $7K +15.0 +23.8% $83.58 +1.8%
1225 BOOT BOOT BARN HLDGS INC Consumer Cyclical 44.0 $6K $146.36 +20.3%
1226 NOVT NOVANTA INC Technology 54.0 $6K +14.0 +35.0% $118.11 +31.5%
1227 DEM WISDOMTREE TR 128.0 $6K $49.70 +12.0%
1228 SOFI SOFI TECHNOLOGIES INC Financial Services 400.0 $6K $15.88 +11.8%
1229 ROAD CONSTRUCTION PARTNERS INC Industrials 57.0 $6K +52.0 +1040.0% $111.12 +11.6%
1230 LAMR LAMAR ADVERTISING CO Real Estate 50.0 $6K -1.0 -2.0% $126.66 +18.2%
1231 NTCT NETSCOUT SYS INC Technology 199.0 $6K NEW $31.79 +23.2%
1232 BLD TOPBUILD COR Industrials 18.0 $6K $351.33 +20.9%
1233 PBW INVESCO EXCHANGE TRADED FD T 200.0 $6K $31.58 +29.2%
1234 CGGE CAPITAL GROUP GLOBAL EQUITY 207.0 $6K $30.50 +14.8%
1235 CR CRANE COMPANY Industrials 36.0 $6K NEW $171.00 +25.7%
1236 GIB CGI INC Technology 84.0 $6K $73.11 -16.8%
1237 MRNA MODERNA INC Healthcare 118.0 $6K -500.0 -80.9% $50.81 +24.2%
1238 TTC TORO CO Industrials 64.0 $6K $93.45 -0.4%
1239 RBC RBC BEARINGS INC Industrials 11.0 $6K +10.0 +1000.0% $543.18 +16.9%
1240 IXJ ISHARES TR 62.0 $6K $93.55 -0.8%
Page 62 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%