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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 73 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ALRM ALARM COM HLDGS INC Technology 36.0 $2K -33.0 -47.8% $46.72 +20.6%
1442 NEWSMAX INC 200.0 $2K $8.28
1443 CTRE CARETRUST REIT INC Real Estate 41.0 $2K $40.37 -1.1%
1444 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 90.0 $2K -12.0 -11.8% $17.41 +16.7%
1445 VICI VICI PPTYS INC Real Estate 58.0 $2K -32.0 -35.6% $26.55 -1.7%
1446 NPO ENPRO INC Industrials 4.0 $2K $377.00 -18.5%
1447 HEFA ISHARES TR 32.0 $2K $46.94 +1.0%
1448 LVS LAS VEGAS SANDS CORP Consumer Cyclical 32.0 $1K NEW $46.22 +0.4%
1449 ELAN ELANCO ANIMAL HEALTH INC Healthcare 59.0 $1K NEW $24.61 +1.7%
1450 CROX CROCS INC Consumer Cyclical 12.0 $1K +8.0 +200.0% $120.67 +2.6%
1451 AAL AMERICAN AIRLINES GROUP INC Industrials 80.0 $1K $18.07 -22.9%
1452 ERIE ERIE INDTY CO Financial Services 6.0 $1K NEW $239.83 +6.9%
1453 CMPS COMPASS PATHWAYS PLC Healthcare 100.0 $1K $14.15 +4.4%
1454 AVTR AVANTOR INC Healthcare 141.0 $1K -90.0 -39.0% $9.90 +46.3%
1455 INSM INSMED INC Healthcare 13.0 $1K +10.0 +333.3% $106.69 +15.9%
1456 ESAB ESAB CORPORATION Industrials 14.0 $1K -3.0 -17.6% $98.64 -16.4%
1457 MOD MODINE MFG CO Consumer Cyclical 5.0 $1K $267.20 -30.6%
1458 TPL TEXAS PACIFIC LAND CORPORATI Energy 3.0 $1K NEW $437.67 -14.8%
1459 PCG PG&E CORP Utilities 74.0 $1K NEW $16.82 +9.0%
1460 AGNC AGNC INVT CORP Real Estate 114.0 $1K NEW $10.90 -0.6%
Page 73 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%