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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 4 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NTAP NETAPP INC Technology 24,661.0 $2.5M 0.40% -599.0 -2.4% $102.39 +35.7%
62 EMB ISHARES EMRG MKT 26,784.0 $2.5M 0.40% +138.0 +0.5% $93.93 +1.8%
63 ODFL OLD DOMINI COM Industrials 12,271.0 $2.4M 0.38% $195.40 +10.9%
64 HD HOME DEPOT INC Consumer Cyclical 6,551.0 $2.2M 0.34% +58.0 +0.9% $328.89 -5.6%
65 NXPI NXP SEMICONDUCTORS Technology 10,737.0 $2.1M 0.33% -518.0 -4.6% $196.86 +69.0%
66 CSCO CISCO SYSTEMS INC Technology 27,037.0 $2.1M 0.33% -283.0 -1.0% $77.59 +52.5%
67 UNH UNITEDHEALTH GROUP INC COM Healthcare 7,682.0 $2.1M 0.33% -121.0 -1.6% $270.59 +39.3%
68 XOM EXXON MOBIL CORP Energy 11,895.0 $2.0M 0.32% +4K +50.6% $169.66 -8.7%
69 GOOG ALPHABE CL C Communication Services 7,032.0 $2.0M 0.32% +2K +34.4% $286.86 +34.2%
70 MCD MCDONALDS CORP Consumer Cyclical 6,402.0 $2.0M 0.31% -302.0 -4.5% $310.79 -10.1%
71 PH PARKER HANNIFIN CORP Industrials 2,173.0 $1.9M 0.31% +16.0 +0.7% $895.24 -3.0%
72 LLY ELI LILLY & CO Healthcare 2,105.0 $1.9M 0.30% -13.0 -0.6% $919.77 +15.8%
73 XLV STATE STREET HEALTH CARE SELECT 12,960.0 $1.9M 0.30% -2K -15.9% $146.61 +1.3%
74 NOC NORTHROP GRUMMAN Industrials 2,776.0 $1.9M 0.30% -102.0 -3.5% $682.24 -18.4%
75 ORCL ORACLE CORPORATION Technology 12,600.0 $1.9M 0.29% $147.11 +31.2%
76 WM WASTE MANAGEMENT NEW Industrials 8,039.0 $1.8M 0.29% -403.0 -4.8% $229.79 -5.2%
77 REGN REGENERON PHARMA Healthcare 2,349.0 $1.8M 0.28% -86.0 -3.5% $772.64 -17.9%
78 ZTS ZOETIS INC Healthcare 15,312.0 $1.8M 0.28% +2K +11.7% $118.21 -31.2%
79 KMI KINDER MORGAN INC DE Energy 52,696.0 $1.8M 0.28% $33.53 -2.0%
80 EQT EQT CORP Energy 27,675.0 $1.8M 0.28% $63.64 -11.7%
Page 4 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%