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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 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISRG INTUITIVE SURGICAL Healthcare 14,448.0 $5.7M 0.81% -625.0 -4.2% $397.68 -4.7%
22 IJR ISHARES S&P SMALLCAP 36,437.0 $5.4M 0.77% -1K -2.8% $148.31 -0.7%
23 JPM J P MORGAN CHASE Financial Services 15,826.0 $5.2M 0.73% -2K -9.7% $327.33 +7.4%
24 QCOM QUALCOMM INC Technology 27,837.0 $5.1M 0.73% -732.0 -2.6% $184.79 -13.0%
25 MU MICRON TECHNOLOGY Technology 4,345.0 $5.0M 0.71% -587.0 -11.9% $1154.29 -16.2%
26 SYK STRYKER CORP Healthcare 15,083.0 $4.7M 0.67% -221.0 -1.4% $314.84 +4.6%
27 MCO MOODYS CORP Financial Services 9,590.0 $4.3M 0.62% -311.0 -3.1% $452.92 +11.1%
28 NUE NUCOR CORP Basic Materials 18,914.0 $4.2M 0.60% -322.0 -1.7% $222.75 +9.4%
29 CB CHUBB LTD Financial Services 12,159.0 $4.1M 0.59% -197.0 -1.6% $340.74 +0.1%
30 DHI D R HORTON INC Consumer Cyclical 22,747.0 $3.7M 0.53% -175.0 -0.8% $162.88 -8.9%
31 PWR QUANTA SERVICES INC Industrials 5,145.0 $3.7M 0.53% -129.0 -2.5% $720.04 -11.2%
32 NTAP NETAPP INC Technology 23,890.0 $3.7M 0.52% -771.0 -3.1% $154.76 +24.2%
33 ACM AECOM TECHNOLOGY Industrials 51,570.0 $3.6M 0.51% -9K -14.7% $69.80 -7.2%
34 DE DEERE & CO Industrials 5,410.0 $3.4M 0.49% -174.0 -3.1% $634.33 +2.1%
35 PGR PROG CORP OHIO Financial Services 15,564.0 $3.4M 0.48% -5K -22.7% $218.45 +0.4%
36 AMAT APPLIED MATERIALS Technology 4,658.0 $3.4M 0.48% -193.0 -4.0% $723.00 -31.9%
37 EEM ISHARES EMERGING MKT 47,132.0 $3.2M 0.46% -9K -16.1% $68.41 -1.9%
38 UNH UNITEDHEALTH GROUP INC COM Healthcare 7,514.0 $3.1M 0.44% -168.0 -2.2% $415.63 -6.1%
39 CSCO CISCO SYSTEMS INC Technology 25,666.0 $3.0M 0.43% -1K -5.1% $117.46 -5.5%
40 VWOB VANGUARD EMG MKT ETF 44,535.0 $3.0M 0.42% -3K -5.8% $67.24 -2.0%
Page 2 of 5  ·  87 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%