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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE STATE STREET ENERGY SELECT 19,042.0 $1.0M 0.05% $53.11 +17.8%
102 VTEB VANGUARD TAX-EXEMPT BOND INDEX 19,982.0 $1.0M 0.05% NEW $50.58 -2.0%
103 VB VANGUARD SMALL CAP ETF (MKT) 3,235.0 $981K 0.05% $303.12 -0.1%
104 CAT CATERPILLAR INC Industrials 884.0 $941K 0.05% +104.0 +13.3% $1064.90 -23.8%
105 CSCO CISCO SYS INC SR GLBL NT Technology 6,879.0 $808K 0.04% +321.0 +4.9% $117.46 -5.3%
106 IEMG ISHARES CORE MSCI EMERGING 9,250.0 $766K 0.04% +491.0 +5.6% $82.84 -1.4%
107 FDVV FIDELITY HIGH DIVID 11,894.0 $717K 0.04% -2K -11.6% $60.29 +4.8%
108 AEP AMERICAN ELECTRIC POWER CO INC Utilities 4,730.0 $647K 0.03% +77.0 +1.6% $136.81 -10.7%
109 XOM EXXON MOBIL CORP Energy 4,685.0 $641K 0.03% -85.0 -1.8% $136.72 +18.3%
110 VYM VANGUARD HIGH DIVIDEND YIELD 3,905.0 $617K 0.03% -402.0 -9.3% $158.03 +4.3%
111 GE GE AEROSPACE Industrials 1,558.0 $582K 0.03% $373.73 -7.1%
112 EFA ISHARES MSCI EAFE (MKT) 5,601.0 $582K 0.03% +208.0 +3.9% $103.88 +4.5%
113 PEP PEPSICO INC Consumer Defensive 4,071.0 $551K 0.03% $135.40 +5.3%
114 MO ALTRIA GROUP INC Consumer Defensive 7,555.0 $544K 0.03% -1K -12.5% $71.95 -5.7%
115 USMV ISHARES MSCI USA MINIMUM 5,424.0 $523K 0.03% $96.46 +5.2%
116 SBUX STARBUCKS CORP Consumer Cyclical 5,000.0 $511K 0.03% $102.19 +3.7%
117 ARLP ALLIANCE RESOURCE PARTNERS LP Energy 21,000.0 $504K 0.03% $23.98 +9.5%
118 FAST FASTENAL CO Industrials 10,411.0 $500K 0.03% $48.03 +5.5%
119 VBIL VANGUARD 0-3 MONTH TREASURY BILL 5,960.0 $451K 0.02% -38.0 -0.6% $75.68 -0.0%
120 WFC WELLS FARGO & CO NEW Financial Services 5,134.0 $424K 0.02% -181.0 -3.4% $82.64 +2.0%
Page 6 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%