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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 67 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WMS ADVANCED DRAIN SYS INC DEL Industrials 30.0 $5K -7.0 -18.9% $156.97 -9.9%
1322 ALC ALCON AG Healthcare 70.0 $5K -48.0 -40.7% $67.10 +8.3%
1323 SPHY SPDR SERIES TRUST 200.0 $5K $23.44 -0.3%
1324 SPIB SPDR SERIES TRUST 138.0 $5K NEW $33.46 -0.8%
1325 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 88.0 $4K $51.00 -3.0%
1326 ADT ADT INC DEL Industrials 690.0 $4K $6.50 +14.5%
1327 ASTS AST SPACEMOBILE INC Technology 50.0 $4K NEW $88.86 -32.6%
1328 DPZ DOMINOS PIZZA INC Consumer Cyclical 15.0 $4K -1.0 -6.2% $296.07 +16.4%
1329 HQY HEALTHEQUITY INC Healthcare 49.0 $4K -29.0 -37.2% $90.33 +15.6%
1330 LAD LITHIA MTRS INC Consumer Cyclical 15.0 $4K $290.53 +27.4%
1331 FERG FERGUSON ENTERPRISES INC Industrials 18.0 $4K $237.33 -0.7%
1332 TPG TPG INC Financial Services 104.0 $4K $40.56 +30.2%
1333 SLGN SILGAN HLDGS INC Consumer Cyclical 90.0 $4K -44.0 -32.8% $46.40 -7.4%
1334 LIT GLOBAL X FDS 53.0 $4K $78.28 -3.0%
1335 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 46.0 $4K -6.0 -11.5% $87.24 +7.0%
1336 CDX SIMPLIFY EXCHANGE TRADED FUN 188.0 $4K NEW $21.12 -1.8%
1337 INNOVATOR ETFS TRUST 151.0 $4K NEW $26.28
1338 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 35.0 $4K NEW $113.11 -9.1%
1339 MSCI MSCI INC Financial Services 7.0 $4K +3.0 +75.0% $560.14 +0.7%
1340 INNOVATOR ETFS TRUST 154.0 $4K NEW $25.45
Page 67 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%