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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 76 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 RELX RELX PLC Communication Services 26.0 $824.0 $31.69 +13.2%
1502 NTRA NATERA INC Healthcare 3.0 $815.0 +2.0 +200.0% $271.67 +23.9%
1503 CAVA CAVA GROUP INC Consumer Cyclical 10.0 $785.0 -5.0 -33.3% $78.50 -11.7%
1504 RPRX ROYALTY PHARMA PLC Healthcare 14.0 $785.0 -228.0 -94.2% $56.07 +10.7%
1505 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 19.0 $776.0 $40.84 +9.1%
1506 CW CURTISS WRIGHT CORP Industrials 1.0 $758.0 -17.0 -94.4% $758.00 -19.6%
1507 EQH EQUITABLE HLDGS INC Financial Services 17.0 $746.0 +4.0 +30.8% $43.88 +11.5%
1508 BNL BROADSTONE NET LEASE INC Real Estate 36.0 $745.0 -800.0 -95.7% $20.69 +4.1%
1509 ELF E L F BEAUTY INC Consumer Defensive 10.0 $740.0 $74.00 +42.9%
1510 KB KB FINL GROUP INC Financial Services 7.0 $735.0 $105.00 +15.0%
1511 CLS CELESTICA INC Technology 2.0 $730.0 +1.0 +100.0% $365.00 -15.9%
1512 ALHC ALIGNMENT HEALTHCARE INC Healthcare 30.0 $715.0 $23.83 -43.0%
1513 ILMN ILLUMINA INC Healthcare 4.0 $704.0 +1.0 +33.3% $176.00 +27.8%
1514 WCC WESCO INTL INC Industrials 2.0 $691.0 -1.0 -33.3% $345.50 -1.9%
1515 SCHE SCHWAB STRATEGIC TR 19.0 $689.0 NEW $36.26 +2.3%
1516 MKTX MARKETAXESS HLDGS INC Financial Services 6.0 $681.0 -1.0 -14.3% $113.50 +43.2%
1517 BCPC BALCHEM CORP Basic Materials 4.0 $676.0 -13.0 -76.5% $169.00 +6.2%
1518 MAN MANPOWERGROUP INC WIS Industrials 20.0 $676.0 $33.80 +83.7%
1519 LMAT LEMAITRE VASCULAR INC Healthcare 7.0 $672.0 -15.0 -68.2% $96.00 -17.7%
1520 WDS WOODSIDE ENERGY GROUP LTD Energy 34.0 $657.0 $19.32 +18.3%
Page 76 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%