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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 3 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCO MOODYS CORP Financial Services 9,590.0 $4.3M 0.62% -311.0 -3.1% $452.92 +11.1%
42 VANGUARD INTER-TERM 308,235.0 $4.3M 0.60% +12K +4.2% $13.81
43 WMT WAL MART STORES INC Consumer Defensive 37,535.0 $4.3M 0.60% $113.26 -8.4%
44 NUE NUCOR CORP Basic Materials 18,914.0 $4.2M 0.60% -322.0 -1.7% $222.75 +9.4%
45 CB CHUBB LTD Financial Services 12,159.0 $4.1M 0.59% -197.0 -1.6% $340.74 +0.1%
46 MRK MERCK & CO INC NEW Healthcare 29,437.0 $3.8M 0.54% +186.0 +0.6% $128.50 +18.7%
47 DHI D R HORTON INC Consumer Cyclical 22,747.0 $3.7M 0.53% -175.0 -0.8% $162.88 -8.9%
48 PWR QUANTA SERVICES INC Industrials 5,145.0 $3.7M 0.53% -129.0 -2.5% $720.04 -11.2%
49 NTAP NETAPP INC Technology 23,890.0 $3.7M 0.52% -771.0 -3.1% $154.76 +24.2%
50 GLW CORNING INCORPORATED Technology 14,405.0 $3.7M 0.52% +2K +13.9% $255.43 -41.4%
51 ACM AECOM TECHNOLOGY Industrials 51,570.0 $3.6M 0.51% -9K -14.7% $69.80 -7.2%
52 IVV ISHS 500 INDEX FD US 4,628.0 $3.5M 0.49% +114.0 +2.5% $748.89 +2.7%
53 DE DEERE & CO Industrials 5,410.0 $3.4M 0.49% -174.0 -3.1% $634.33 +2.1%
54 PGR PROG CORP OHIO Financial Services 15,564.0 $3.4M 0.48% -5K -22.7% $218.45 +0.4%
55 AMAT APPLIED MATERIALS Technology 4,658.0 $3.4M 0.48% -193.0 -4.0% $723.00 -31.9%
56 SCHW CHARLES SCHWAB CORP Financial Services 36,272.0 $3.3M 0.47% +218.0 +0.6% $92.27 +21.7%
57 EEM ISHARES EMERGING MKT 47,132.0 $3.2M 0.46% -9K -16.1% $68.41 -1.9%
58 NXPI NXP SEMICONDUCTORS Technology 11,400.0 $3.2M 0.45% +663.0 +6.2% $281.03 -19.7%
59 UNH UNITEDHEALTH GROUP INC COM Healthcare 7,514.0 $3.1M 0.44% -168.0 -2.2% $415.63 -6.1%
60 CSCO CISCO SYSTEMS INC Technology 25,666.0 $3.0M 0.43% -1K -5.1% $117.46 -5.5%
Page 3 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%