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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 74 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 ITUB ITAU UNIBANCO HLDG S A Financial Services 150.0 $1K $8.17 -6.3%
1462 FNDX SCHWAB STRATEGIC TR 39.0 $1K NEW $31.10 +4.6%
1463 AESI ATLAS ENERGY SOLUTIONS INC Energy 72.0 $1K $16.61 -27.6%
1464 CVNA CARVANA CO Consumer Cyclical 18.0 $1K NEW $65.83 +15.1%
1465 EAT BRINKER INTL INC Consumer Cyclical 7.0 $1K $168.00 +48.0%
1466 WSBC WESBANCO INC Financial Services 30.0 $1K $39.03 +3.8%
1467 EPR EPR PPTYS Real Estate 20.0 $1K $58.05 +3.9%
1468 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 27.0 $1K $42.78 -47.4%
1469 BBAG J P MORGAN EXCHANGE TRADED F 25.0 $1K $45.96 -1.2%
1470 IXC ISHARES TR 23.0 $1K $49.13 +16.1%
1471 EXP EAGLE MATLS INC Basic Materials 5.0 $1K $225.00 -11.6%
1472 CALX CALIX INC Technology 29.0 $1K -24.0 -45.3% $37.34 +6.7%
1473 AIZ ASSURANT INC Financial Services 4.0 $1K $268.75 +6.1%
1474 TRMB TRIMBLE INC Technology 21.0 $1K NEW $51.19 +16.1%
1475 CGMS CAPITAL GRP FIXED INCM ETF T 39.0 $1K $27.33 -0.3%
1476 GH GUARDANT HEALTH INC Healthcare 7.0 $1K +2.0 +40.0% $150.14 +9.8%
1477 TILE INTERFACE INC Consumer Cyclical 29.0 $1K $35.86 +8.6%
1478 REGCO REGENCY CTRS CORP 13.0 $1K NEW $79.77
1479 E ENI SPA Energy 22.0 $1K NEW $46.86 +15.3%
1480 LULU LULULEMON ATHLETICA INC Consumer Cyclical 9.0 $1K +7.0 +350.0% $114.22 +3.6%
Page 74 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%