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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 13,824.0 $4.9M 0.25% +306.0 +2.3% $352.68 -4.5%
62 UNP UNION PAC CORP Industrials 17,679.0 $4.8M 0.25% $272.00 +14.4%
63 MRK MERCK & CO INC Healthcare 34,265.0 $4.4M 0.23% -4K -11.0% $128.50 +21.4%
64 MCD MCDONALDS CORP Consumer Cyclical 16,209.0 $4.4M 0.23% +406.0 +2.6% $270.31 -0.6%
65 FITB FIFTH THIRD BANCORP Financial Services 75,482.0 $4.3M 0.22% $56.37 -2.8%
66 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 23,052.0 $4.2M 0.21% -1K -5.4% $180.91 +7.1%
67 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 31,901.0 $4.1M 0.21% -401.0 -1.2% $128.55 +3.4%
68 CMI CUMMINS INC Industrials 5,615.0 $4.0M 0.21% -3K -32.2% $713.21 -19.6%
69 KO COCA-COLA CO Consumer Defensive 49,147.0 $4.0M 0.21% +732.0 +1.5% $81.27 +12.7%
70 VLO VALERO ENERGY CORP NEW Energy 15,328.0 $4.0M 0.21% -4K -20.9% $260.44 +31.7%
71 AJG ARTHUR J GALLAGHER & CO Financial Services 17,288.0 $4.0M 0.20% +256.0 +1.5% $229.57 +16.9%
72 AMGN AMGEN INC Healthcare 10,932.0 $4.0M 0.20% +143.0 +1.3% $362.12 +22.6%
73 SCHW SCHWAB CHARLES CORP SR NT Financial Services 39,709.0 $3.7M 0.19% NEW $92.27 +22.4%
74 MET METLIFE INC Financial Services 42,918.0 $3.6M 0.19% +1K +2.7% $84.61 +13.2%
75 NI NISOURCE INC Utilities 75,762.0 $3.6M 0.19% +726.0 +1.0% $47.55 -14.0%
76 CTRE CARETRUST REIT INC Real Estate 86,574.0 $3.5M 0.18% +1K +1.3% $40.35 -0.9%
77 IVV ISHARES CORE S&P 500 (MKT) 4,427.0 $3.3M 0.17% $748.89 +2.7%
78 EQIX EQUINIX INC Real Estate 2,953.0 $3.1M 0.16% -1K -31.3% $1042.39 +3.3%
79 CMCSA COMCAST CORP Communication Services 124,938.0 $3.1M 0.16% +21K +20.0% $24.55 +10.7%
80 VICI VICI PPTYS INC Real Estate 114,355.0 $3.0M 0.16% +15K +15.0% $26.55 -0.6%
Page 4 of 8  ·  144 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%