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Portfolio (Quarterly) Guide ↗

CENTRAL BANK & TRUST CO

· CIK 0001175954
13F Portfolio $705M AUM 214 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 48 Added 87 Reduced 9 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLMI FRANKLIN DYNAMIC ETF 793,147.0 $20.0M 2.83% +20K +2.6% $25.17 -2.3%
2 VEA VANGUARD FTSE DEV MK 247,202.0 $17.6M 2.50% +1K +0.6% $71.25 +3.0%
3 MDY STATE STREET SPDR S&P MIDCAP 40 Financial Services 17,010.0 $12.0M 1.70% +1K +9.3% $703.34 -0.5%
4 CMBS ISHRS CMBS 194,047.0 $9.4M 1.34% +972.0 +0.5% $48.65 -0.7%
5 KLAC KLA-TENCOR Technology 30,096.0 $9.1M 1.29% +27K +1016.7% $301.71 -39.0%
6 KY T/F INCOME SERIES 1,176,544.0 $8.6M 1.21% +20K +1.7% $7.28
7 FED ULTRASHORT BD CL 703,363.0 $6.5M 0.93% +187K +36.3% $9.28
8 IJH ISHARES TR S&P MIDCP 77,787.0 $6.0M 0.85% +8K +10.8% $77.11 -0.4%
9 AVGO BROADCOM INC Technology 14,575.0 $5.5M 0.78% +118.0 +0.8% $377.75 -2.5%
10 SHW SHERWIN WILLIAMS Basic Materials 15,169.0 $5.2M 0.74% +6K +58.9% $344.32 +0.7%
11 VANGUARD INTER-TERM 308,235.0 $4.3M 0.60% +12K +4.2% $13.81
12 MRK MERCK & CO INC NEW Healthcare 29,437.0 $3.8M 0.54% +186.0 +0.6% $128.50 +18.7%
13 GLW CORNING INCORPORATED Technology 14,405.0 $3.7M 0.52% +2K +13.9% $255.43 -41.4%
14 IVV ISHS 500 INDEX FD US 4,628.0 $3.5M 0.49% +114.0 +2.5% $748.89 +2.7%
15 SCHW CHARLES SCHWAB CORP Financial Services 36,272.0 $3.3M 0.47% +218.0 +0.6% $92.27 +21.7%
16 NXPI NXP SEMICONDUCTORS Technology 11,400.0 $3.2M 0.45% +663.0 +6.2% $281.03 -19.7%
17 TJX TJX COS INC NEW Consumer Cyclical 18,669.0 $2.8M 0.40% +185.0 +1.0% $151.50 -7.3%
18 ABBV ABBVIE INC Healthcare 11,017.0 $2.8M 0.39% +9K +421.6% $251.64 +5.3%
19 EMB ISHARES EMRG MKT 27,743.0 $2.7M 0.38% +959.0 +3.6% $96.44 -1.8%
20 LLY ELI LILLY & CO Healthcare 2,198.0 $2.6M 0.37% +93.0 +4.4% $1199.43 +4.6%
Page 1 of 3  ·  48 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 37.4%
Financial Services 16.0%
Industrials 10.6%
Communication Services 9.5%
Consumer Cyclical 7.6%
Healthcare 7.0%
Energy 4.6%
Consumer Defensive 4.6%
Basic Materials 1.8%
Utilities 0.8%