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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 77 of 79  ·  1,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 RBC RBC BEARINGS INC Industrials 1.0 $645.0 -10.0 -90.9% $645.00 -23.1%
1522 CVE CENOVUS ENERGY INC Energy 25.0 $621.0 $24.84 +27.1%
1523 ASGN EVERFORTH INC Technology 33.0 $590.0 -12.0 -26.7% $17.88 +17.2%
1524 FUL FULLER H B CO Basic Materials 10.0 $583.0 $58.30 -2.3%
1525 FNDA SCHWAB STRATEGIC TR 15.0 $571.0 NEW $38.07 -1.6%
1526 SCMB SCHWAB STRATEGIC TR 22.0 $569.0 NEW $25.86 -2.1%
1527 AVB AVALONBAY CMNTYS INC Real Estate 3.0 $567.0 -4.0 -57.1% $189.00 -2.6%
1528 SMURFIT WESTROCK PLC 12.0 $556.0 $46.33
1529 PDD PDD HOLDINGS INC Consumer Cyclical 7.0 $534.0 NEW $76.29 +14.9%
1530 BEPC BROOKFIELD RENEWABLE CORP Utilities 14.0 $520.0 $37.14 -9.8%
1531 PLMR PALOMAR HLDGS INC Financial Services 4.0 $506.0 -5.0 -55.6% $126.50 +3.6%
1532 WGS GENEDX HOLDINGS CORP Healthcare 7.0 $481.0 $68.71 +28.2%
1533 EFX EQUIFAX INC Industrials 3.0 $477.0 -15.0 -83.3% $159.00 +21.5%
1534 APG API GROUP CORP Industrials 11.0 $466.0 $42.36 -4.7%
1535 CDE COEUR MNG INC Basic Materials 28.0 $457.0 $16.32 +30.6%
1536 NGVT INGEVITY CORP Basic Materials 6.0 $449.0 $74.83 -7.9%
1537 NMR NOMURA HLDGS INC Financial Services 49.0 $431.0 $8.80 +12.4%
1538 OABI OMNIAB INC Healthcare 171.0 $421.0 $2.46 +91.1%
1539 VRRM VERRA MOBILITY CORP Technology 96.0 $408.0 -44.0 -31.4% $4.25 +2.9%
1540 GMAB GENMAB A/S Healthcare 14.0 $385.0 $27.50 +24.2%
Page 77 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%