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Portfolio (Quarterly) Guide ↗

COMMUNITY TRUST & INVESTMENT CO

· CIK 0001047142
13F Portfolio $1.9B AUM 262 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 47 Added 43 Reduced 5 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLB SLB LIMITED Energy 412,194.0 $19.2M 0.99% -24K -5.5% $46.49 +14.6%
22 AZN ASTRAZENECA PLC Healthcare 91,081.0 $17.3M 0.89% -662.0 -0.7% $189.62 -10.5%
23 COST COSTCO WHOLESALE CORP Consumer Defensive 16,291.0 $15.2M 0.79% -138.0 -0.8% $935.47 +2.6%
24 KRE STATE STREET SPDR S&P REGIONAL 173,366.0 $13.0M 0.67% -2K -1.0% $74.85 -0.7%
25 MDLZ MONDELEZ INTL INC Consumer Defensive 192,141.0 $11.1M 0.57% -2K -0.8% $57.84 +8.9%
26 MRK MERCK & CO INC Healthcare 34,265.0 $4.4M 0.23% -4K -11.0% $128.50 +21.7%
27 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 23,052.0 $4.2M 0.21% -1K -5.4% $180.91 +7.2%
28 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 31,901.0 $4.1M 0.21% -401.0 -1.2% $128.55 +3.4%
29 CMI CUMMINS INC Industrials 5,615.0 $4.0M 0.21% -3K -32.2% $713.21 -19.7%
30 VLO VALERO ENERGY CORP NEW Energy 15,328.0 $4.0M 0.21% -4K -20.9% $260.44 +30.7%
31 EQIX EQUINIX INC Real Estate 2,953.0 $3.1M 0.16% -1K -31.3% $1042.39 +3.0%
32 BP BP PLC Energy 78,518.0 $2.9M 0.15% -20K -20.1% $36.95 +16.0%
33 NSC NORFOLK SOUTHERN CORP Industrials 8,275.0 $2.6M 0.13% -1K -13.3% $314.59 +11.7%
34 ZTS ZOETIS INC Healthcare 30,914.0 $2.2M 0.12% -85K -73.3% $71.86 +7.6%
35 JNJ JOHNSON & JOHNSON Healthcare 4,786.0 $1.2M 0.06% -63.0 -1.3% $253.97 +7.5%
36 FDVV FIDELITY HIGH DIVID 11,894.0 $717K 0.04% -2K -11.6% $60.29 +5.0%
37 XOM EXXON MOBIL CORP Energy 4,685.0 $641K 0.03% -85.0 -1.8% $136.72 +17.5%
38 VYM VANGUARD HIGH DIVIDEND YIELD 3,905.0 $617K 0.03% -402.0 -9.3% $158.03 +4.3%
39 MO ALTRIA GROUP INC Consumer Defensive 7,555.0 $544K 0.03% -1K -12.5% $71.95 -5.4%
40 VBIL VANGUARD 0-3 MONTH TREASURY BILL 5,960.0 $451K 0.02% -38.0 -0.6% $75.68 -0.0%
Page 2 of 3  ·  43 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
Technology 38.0%
Financial Services 15.4%
Healthcare 10.0%
Consumer Cyclical 9.7%
Industrials 7.2%
Consumer Defensive 6.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.6%
Real Estate 1.5%