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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 64 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 NVST ENVISTA HOLDINGS CORPORATION Healthcare 290.0 $8K $26.35 +5.5%
1262 PARR PAR PAC HOLDINGS INC Energy 136.0 $8K $56.08 +35.1%
1263 OCCIDENTAL PETE CORP 286.0 $8K $26.63
1264 VMI VALMONT INDS INC Industrials 13.0 $8K $577.62 -17.4%
1265 URNM SPROTT FDS TR 141.0 $7K $52.60 +16.0%
1266 CGGE CAPITAL GROUP GLOBAL EQUITY 207.0 $7K $35.24 +0.5%
1267 BLOK AMPLIFY ETF TR 115.0 $7K $62.63 +1.3%
1268 SOFI SOFI TECHNOLOGIES INC Financial Services 400.0 $7K $17.93 +5.1%
1269 FBK FB FINL CORP Financial Services 129.0 $7K $55.36 +4.3%
1270 AMKR AMKOR TECHNOLOGY INC Technology 82.0 $7K +5.0 +6.5% $86.23 -43.9%
1271 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 137.0 $7K $51.61 +3.8%
1272 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 95.0 $7K $74.04 +5.7%
1273 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 140.0 $7K -20.0 -12.5% $49.99 +6.3%
1274 TIMB TIM S A Communication Services 324.0 $7K NEW $21.42 -15.1%
1275 BRO BROWN & BROWN INC Financial Services 108.0 $7K -16.0 -12.9% $64.16 +13.4%
1276 DEM WISDOMTREE TR 128.0 $7K $53.80 +3.2%
1277 LITE LUMENTUM HLDGS INC Technology 8.0 $7K NEW $858.12 +9.4%
1278 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 131.0 $7K -9.0 -6.4% $52.18 +2.1%
1279 AUR AURORA INNOVATION INC Technology 1,000.0 $7K -1K -52.4% $6.82 -15.5%
1280 NVR NVR INC Consumer Cyclical 1.0 $7K $6814.00 -6.5%
Page 64 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%