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Portfolio (Quarterly) Guide ↗

Central Pacific Bank - Trust Division

· CIK 0002020066
13F Portfolio $784M AUM 970 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 172 Added 187 Reduced 72 Exited
Page 3 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,910.0 $1.9M 0.24% +2K +125.1% $484.91 -8.2%
42 HD HOME DEPOT INC Consumer Cyclical 5,567.0 $1.8M 0.23% +192.0 +3.6% $328.89 -8.8%
43 ROK ROCKWELL AUTOMATION INC Industrials 5,065.0 $1.8M 0.23% +535.0 +11.8% $358.88 +21.6%
44 BAC BANK AMERICA CORP Financial Services 37,033.0 $1.8M 0.23% +330.0 +0.9% $48.75 +4.0%
45 MS MORGAN STANLEY Financial Services 9,895.0 $1.6M 0.21% +1K +16.4% $164.57 +17.1%
46 ANET ARISTA NETWORKS INC Technology 13,001.0 $1.6M 0.20% +2K +19.3% $122.78 +15.3%
47 ULS UL SOLUTIONS INC Industrials 16,366.0 $1.4M 0.18% +1K +9.8% $85.71 +15.5%
48 CI THE CIGNA GROUP Healthcare 5,180.0 $1.4M 0.18% +216.0 +4.3% $266.75 +9.2%
49 DAL DELTA AIR LINES INC Industrials 20,279.0 $1.3M 0.17% +17K +539.1% $66.48 +5.7%
50 KO COCA COLA CO Consumer Defensive 16,316.0 $1.2M 0.16% +1K +9.7% $76.05 +6.8%
51 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,428.0 $1.2M 0.15% +1K +49.7% $275.18 -8.2%
52 ELAN ELANCO ANIMAL HEALTH INC Healthcare 49,411.0 $1.2M 0.15% +25K +104.6% $23.93 -16.7%
53 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,600.0 $1.1M 0.14% +300.0 +2.0% $72.69 +9.2%
54 CHTR CHARTER COMMUNICATIONS INC Communication Services 5,227.0 $1.1M 0.14% +52.0 +1.0% $215.88 -34.0%
55 DASH DOORDASH INC Communication Services 7,269.0 $1.1M 0.14% +761.0 +11.7% $150.15 +8.3%
56 TDY TELEDYNE TECHNOLOGIES INC Technology 1,792.0 $1.1M 0.14% +1K +180.9% $605.01 +2.1%
57 PNC PNC FINL SVCS GROUP INC Financial Services 5,088.0 $1.1M 0.14% +589.0 +13.1% $208.09 +2.7%
58 MRK MERCK & CO INC Healthcare 8,437.0 $1.0M 0.13% +4K +82.7% $120.29 -6.4%
59 SXI STANDEX INTL CORP Industrials 3,815.0 $972K 0.12% +837.0 +28.1% $254.86 -1.4%
60 AIR AAR CORP Industrials 8,512.0 $932K 0.12% +506.0 +6.3% $109.46 -7.8%
Page 3 of 9  ·  172 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 27.0%
Financial Services 16.2%
Industrials 15.7%
Healthcare 10.0%
Consumer Cyclical 10.0%
Communication Services 8.2%
Consumer Defensive 3.9%
Energy 3.7%
Basic Materials 2.2%
Utilities 1.9%