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Portfolio (Quarterly) Guide ↗

CENTRAL BANK & TRUST CO

· CIK 0001175954
13F Portfolio $636M AUM 210 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 55 Added 70 Reduced 5 Exited
Page 3 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VANGUARD INTER-TERM 295,966.0 $4.0M 0.64% +48K +19.1% $13.66
42 CB CHUBB LTD Financial Services 12,356.0 $4.0M 0.63% $325.93 -0.1%
43 PGR PROG CORP OHIO Financial Services 20,126.0 $4.0M 0.63% -875.0 -4.2% $198.24 +0.3%
44 KLAC KLA-TENCOR Technology 2,695.0 $4.0M 0.62% $1472.41 +36.6%
45 ADBE ADOBE SYS INC Technology 16,192.0 $3.9M 0.62% -2K -8.8% $243.08 -1.1%
46 QCOM QUALCOMM INC Technology 28,569.0 $3.7M 0.58% $128.78 +93.2%
47 MRK MERCK & CO INC NEW Healthcare 29,251.0 $3.5M 0.55% -219.0 -0.7% $120.29 -0.4%
48 TSCO TRACTOR SUPPLY CO Consumer Cyclical 77,133.0 $3.5M 0.55% +6K +8.8% $45.30 -34.2%
49 SCHW CHARLES SCHWAB CORP Financial Services 36,054.0 $3.4M 0.53% -573.0 -1.6% $93.98 -4.9%
50 NUE NUCOR CORP Basic Materials 19,236.0 $3.3M 0.51% $169.10 +42.1%
51 EEM ISHARES EMERGING MKT 56,175.0 $3.2M 0.50% -1K -2.2% $56.79 +20.4%
52 DE DEERE & CO Industrials 5,584.0 $3.1M 0.49% -42.0 -0.8% $563.30 -6.1%
53 DHI D R HORTON INC Consumer Cyclical 22,922.0 $3.1M 0.49% -206.0 -0.9% $137.22 +6.1%
54 VWOB VANGUARD EMG MKT ETF 47,267.0 $3.1M 0.49% -861.0 -1.8% $65.69 +1.4%
55 SHW SHERWIN WILLIAMS Basic Materials 9,549.0 $3.1M 0.48% -290.0 -3.0% $320.55 -2.9%
56 TJX TJX COS INC NEW Consumer Cyclical 18,484.0 $3.0M 0.46% -159.0 -0.8% $159.70 -0.5%
57 IVV ISHS 500 INDEX FD US 4,514.0 $2.9M 0.46% -69.0 -1.5% $653.21 +15.4%
58 NFLX NETFLIX COM Communication Services 30,511.0 $2.9M 0.46% -579.0 -1.9% $96.15 -8.8%
59 PWR QUANTA SERVICES INC Industrials 5,274.0 $2.9M 0.46% -212.0 -3.9% $549.02 +35.2%
60 HSY HERSHEY COMPANY Consumer Defensive 13,815.0 $2.9M 0.45% -82.0 -0.6% $207.89 -8.1%
Page 3 of 9  ·  180 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 33.4%
Financial Services 17.4%
Industrials 10.0%
Communication Services 9.8%
Consumer Cyclical 8.2%
Healthcare 8.1%
Consumer Defensive 5.5%
Energy 5.2%
Basic Materials 1.5%
Utilities 0.9%