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Portfolio (Quarterly) Guide ↗

Community Bank & Trust, Waco, Texas

· CIK 0001654847
13F Portfolio $505M AUM 161 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 42 Added 42 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CSSD Cohen & Steers Short Duration Preferred and Income Active ETF 242,280.0 $6.1M 1.20% NEW $24.99 +1.1%
2 Totalenergies Se Ordinary Shares 5,072.0 $473K 0.09% NEW $93.26
3 OMC Omnicom Group Communication Services 4,552.0 $343K 0.07% NEW $75.35 -3.7%
4 CF Cf Industries Holdings Inc Basic Materials 2,450.0 $318K 0.06% NEW $129.80 -20.2%
5 MFC Manulife Finl Corp Com Financial Services 8,529.0 $294K 0.06% NEW $34.47 +17.0%
6 EOG EOG Resources Inc Energy 1,857.0 $268K 0.05% NEW $144.32 -8.0%
7 APD Air Products & Chemicals Inc. Basic Materials 800.0 $232K 0.05% NEW $290.00 -2.4%
8 EPD Enterprise Products Partners L.P. Energy 6,005.0 $227K 0.04% NEW $37.80 -3.7%
9 IRM Iron Mtn Inc Real Estate 2,200.0 $225K 0.04% NEW $102.27 +28.9%
10 PCY Invesco Exchan Emerg Mkts Sovrgn Db ETF 10,166.0 $212K 0.04% NEW $20.85 +3.8%
11 HBAN Huntington Bancshares Inc Financial Services 10,159.0 $159K 0.03% NEW $15.65 +8.9%

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 28.5%
Industrials 13.0%
Healthcare 12.0%
Energy 10.4%
Consumer Defensive 9.3%
Financial Services 9.1%
Consumer Cyclical 8.2%
Communication Services 5.5%
Utilities 2.3%
Basic Materials 0.9%