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Portfolio (Quarterly) Guide ↗

Cetera Trust Company, N.A

· CIK 0002005547
13F Portfolio $199M AUM 345 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 64 Added 31 Reduced 9 Exited
Page 11 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LOW LOWES COS INC Consumer Cyclical 477.0 $105K 0.05% $220.49 -9.3%
202 EFA ISHARES TR 1,000.0 $104K 0.05% $103.88 +2.5%
203 ELF E L F BEAUTY INC Consumer Defensive 1,395.0 $103K 0.05% +345.0 +32.9% $74.00 +42.6%
204 MU MICRON TECHNOLOGY INC Technology 87.0 $100K 0.05% $1154.29 -19.1%
205 KBR KBR INC Industrials 2,827.0 $98K 0.05% +300.0 +11.9% $34.53 +7.0%
206 ED CONSOLIDATED EDISON INC Utilities 867.0 $96K 0.05% $110.63 -2.6%
207 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,775.0 $94K 0.05% +100.0 +6.0% $52.85 -2.3%
208 CL COLGATE PALMOLIVE CO Consumer Defensive 1,000.0 $92K 0.05% $91.68 -2.2%
209 BX BLACKSTONE INC Financial Services 750.0 $88K 0.04% $117.67 +16.1%
210 GLW CORNING INC Technology 321.0 $82K 0.04% $255.43 -43.0%
211 MGNI MAGNITE INC Communication Services 4,270.0 $81K 0.04% +1K +37.3% $18.98 +20.6%
212 CLFD CLEARFIELD INC Technology 2,000.0 $80K 0.04% -2K -46.7% $39.79 -29.0%
213 USB US BANCORP Financial Services 1,312.0 $79K 0.04% $60.40 +1.3%
214 MDT MEDTRONIC PLC Healthcare 975.0 $76K 0.04% $78.23 +17.7%
215 YUM YUM BRANDS INC Consumer Cyclical 463.0 $74K 0.04% $159.86 -4.9%
216 GD GENERAL DYNAMICS CORP Industrials 184.0 $65K 0.03% $354.24 +4.3%
217 KLAC KLA CORP Technology 210.0 $63K 0.03% +189.0 +900.0% $301.71 -43.4%
218 SDY SPDR SERIES TRUST 414.0 $63K 0.03% $152.18 +2.3%
219 AMD ADVANCED MICRO DEVICES INC Technology 104.0 $60K 0.03% $580.91 -20.9%
220 VXUS VANGUARD STAR FDS 700.0 $60K 0.03% $85.49 +1.4%
Page 11 of 18  ·  345 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 28.7%
Financial Services 17.9%
Healthcare 14.1%
Industrials 10.3%
Consumer Cyclical 6.8%
Communication Services 6.6%
Consumer Defensive 5.4%
Real Estate 4.3%
Basic Materials 2.2%
Energy 2.2%