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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 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VLO VALERO ENERGY CORP Energy 34,818.0 $9.1M 1.29% -215.0 -0.6% $260.44 +34.0%
22 EFA ETF I -SHARES TRUST 86,150.0 $8.9M 1.27% -4K -4.1% $103.88 +4.2%
23 KY T/F INCOME SERIES 1,176,544.0 $8.6M 1.21% +20K +1.7% $7.28
24 VWO VANGUARD FTSE EMG MK 138,052.0 $8.2M 1.17% -3K -2.2% $59.69 +1.3%
25 SPGI S&P GLOBAL INC Financial Services 16,819.0 $6.8M 0.97% -113.0 -0.7% $407.26 +5.9%
26 MA MASTERCARD INC Financial Services 12,725.0 $6.5M 0.93% -580.0 -4.4% $513.60 +13.1%
27 FED ULTRASHORT BD CL 703,363.0 $6.5M 0.93% +187K +36.3% $9.28
28 WMB WILLIAMS COS INC Energy 83,770.0 $6.2M 0.88% -945.0 -1.1% $74.34 -5.2%
29 IJH ISHARES TR S&P MIDCP 77,787.0 $6.0M 0.85% +8K +10.8% $77.11 -0.4%
30 AMGN AMGEN INC Healthcare 16,134.0 $5.8M 0.83% -8K -32.2% $362.12 +21.3%
31 ISRG INTUITIVE SURGICAL Healthcare 14,448.0 $5.7M 0.81% -625.0 -4.2% $397.68 -4.7%
32 DKS DICKS SPORTING GOODS Consumer Cyclical 25,072.0 $5.7M 0.81% $226.81 -19.2%
33 AVGO BROADCOM INC Technology 14,575.0 $5.5M 0.78% +118.0 +0.8% $377.75 -2.5%
34 IJR ISHARES S&P SMALLCAP 36,437.0 $5.4M 0.77% -1K -2.8% $148.31 -0.7%
35 SHW SHERWIN WILLIAMS Basic Materials 15,169.0 $5.2M 0.74% +6K +58.9% $344.32 +0.7%
36 JPM J P MORGAN CHASE Financial Services 15,826.0 $5.2M 0.73% -2K -9.7% $327.33 +7.4%
37 QCOM QUALCOMM INC Technology 27,837.0 $5.1M 0.73% -732.0 -2.6% $184.79 -13.0%
38 MU MICRON TECHNOLOGY Technology 4,345.0 $5.0M 0.71% -587.0 -11.9% $1154.29 -16.2%
39 SYK STRYKER CORP Healthcare 15,083.0 $4.7M 0.67% -221.0 -1.4% $314.84 +4.6%
40 HYG ISHS HIGH YIELD ETF 59,197.0 $4.7M 0.67% $79.97 -0.5%
Page 2 of 10  ·  185 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%