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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 72 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 68.0 $2K $30.19 -1.7%
1422 SFL SFL CORPORATION LTD Industrials 200.0 $2K $10.20 +16.8%
1423 DY DYCOM INDS INC Industrials 4.0 $2K NEW $505.75 -37.7%
1424 ISHARES TR 31.0 $2K NEW $64.55
1425 AMTM AMENTUM HOLDINGS INC Industrials 96.0 $2K -40.0 -29.4% $20.68 -0.9%
1426 ING ING GROEP N.V. Financial Services 63.0 $2K -275.0 -81.4% $31.38 +13.2%
1427 RIG TRANSOCEAN LTD Energy 399.0 $2K $4.89 +14.8%
1428 CWST CASELLA WASTE SYS INC Industrials 20.0 $2K -26.0 -56.5% $97.00 -4.2%
1429 INCY INCYTE CORP Healthcare 17.0 $2K -4.0 -19.1% $113.41 +13.8%
1430 CGNG CAPITAL GROUP NEW GEOGRAPHY 51.0 $2K $37.47 -1.4%
1431 HLNE HAMILTON LANE INC Financial Services 24.0 $2K -8.0 -25.0% $78.83 +33.7%
1432 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 116.0 $2K +54.0 +87.1% $16.03 +13.8%
1433 VNT VONTIER CORPORATION Technology 64.0 $2K -137.0 -68.2% $29.00 +16.5%
1434 BYD BOYD GAMING CORP Consumer Cyclical 21.0 $2K NEW $88.33 -8.8%
1435 SUI SUN CMNTYS INC Real Estate 15.0 $2K -4.0 -21.1% $119.93 +4.5%
1436 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 10.0 $2K NEW $179.00 +22.5%
1437 SCHR SCHWAB STRATEGIC TR 71.0 $2K NEW $24.66 -0.9%
1438 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 29.0 $2K +14.0 +93.3% $60.24 +23.6%
1439 PII POLARIS INC Consumer Cyclical 25.0 $2K $68.44 -7.6%
1440 ROP ROPER TECHNOLOGIES INC Industrials 5.0 $2K +1.0 +25.0% $338.40 +22.0%
Page 72 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%