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Portfolio (Quarterly) Guide ↗

CENTRAL BANK & TRUST CO

· CIK 0001175954
13F Portfolio $647M AUM 209 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOG ALPHABE CL C Communication Services 5,232.0 $1.6M 0.25% NEW $313.80 +22.6%
82 NOC NORTHROP GRUMMAN Industrials 2,878.0 $1.6M 0.25% NEW $570.21 -3.3%
83 UNP UNION PACIFIC CORP Industrials 6,947.0 $1.6M 0.25% NEW $231.32 +20.8%
84 XEL XCEL ENERGY INC Utilities 21,251.0 $1.6M 0.24% NEW $73.86 +9.7%
85 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,058.0 $1.5M 0.23% NEW $100.89 -0.7%
86 NOW SERVICENOW INC Technology 9,745.0 $1.5M 0.23% NEW $153.19 -33.3%
87 EQT EQT CORP Energy 27,675.0 $1.5M 0.23% NEW $53.60 +2.9%
88 KMI KINDER MORGAN INC DE Energy 52,748.0 $1.5M 0.22% NEW $27.49 +17.2%
89 ABT ABBOTT LABS Healthcare 11,297.0 $1.4M 0.22% NEW $125.29 -31.6%
90 LMT LOCKHEED MARTIN CORP Industrials 2,883.0 $1.4M 0.22% NEW $483.67 +9.8%
91 HON HONEYWELL INTL INC Industrials 7,123.0 $1.4M 0.21% NEW $195.09 +18.7%
92 FED ULTRASHORT BD CL 147,859.0 $1.4M 0.21% NEW $9.32
93 AMAT APPLIED MATERIALS Technology 5,028.0 $1.3M 0.20% NEW $256.99 +74.4%
94 UBER UBER TECHNOLOGIES Technology 15,647.0 $1.3M 0.20% NEW $81.71 -13.4%
95 IAU ISHS GOLD TR NPV NEW Financial Services 15,661.0 $1.3M 0.20% NEW $81.16 +3.2%
96 APOS APOLLO GLOBAL MGMT Financial Services 8,772.0 $1.3M 0.20% NEW $144.76 -82.0%
97 GLW CORNING INCORPORATED Technology 14,387.0 $1.3M 0.20% NEW $87.56 +118.0%
98 PANW PALO ALTO NETWORKS Technology 6,688.0 $1.2M 0.19% NEW $184.20 +34.9%
99 VTWO VANGUARD RUSSELL 12,288.0 $1.2M 0.19% NEW $99.52 +17.9%
100 KO COCA COLA CO Consumer Defensive 17,443.0 $1.2M 0.19% NEW $69.91 +16.8%
Page 5 of 9  ·  179 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 35.1%
Financial Services 18.4%
Communication Services 10.1%
Industrials 8.9%
Healthcare 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.6%
Basic Materials 1.5%
Utilities 0.8%