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Portfolio (Quarterly) Guide ↗

Central Pacific Bank - Trust Division

· CIK 0002020066
13F Portfolio $984M AUM 1,037 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 87 New 208 Added 147 Reduced 52 Exited
Page 3 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 21,000.0 $4.5M 0.45% -310.0 -1.4% $212.77 +3.8%
42 GEV GE VERNOVA INC Utilities 3,796.0 $4.5M 0.45% +475.0 +14.3% $1174.86 -8.2%
43 D DOMINION ENERGY INC Utilities 63,746.0 $4.4M 0.44% -799.0 -1.2% $68.29 +0.7%
44 V VISA INC Financial Services 12,604.0 $4.3M 0.44% +1K +11.0% $343.09 +4.6%
45 NSC NORFOLK SOUTHN CORP Industrials 13,662.0 $4.3M 0.44% -831.0 -5.7% $314.59 +8.4%
46 ASML ASML HLDG NV Technology 2,158.0 $4.3M 0.44% -484.0 -18.3% $1989.44 -5.3%
47 JNJ JOHNSON & JOHNSON Healthcare 16,537.0 $4.2M 0.43% +173.0 +1.1% $253.97 +3.3%
48 JPM JPMORGAN CHASE & CO Financial Services 12,721.0 $4.2M 0.42% $327.33 +10.3%
49 RTX RTX CORPORATION Industrials 21,864.0 $4.1M 0.42% -4K -16.7% $189.73 +16.8%
50 CMI CUMMINS INC Industrials 5,792.0 $4.1M 0.42% -92.0 -1.6% $713.21 -10.1%
51 PM PHILIP MORRIS INTL INC Consumer Defensive 22,412.0 $4.1M 0.41% +408.0 +1.9% $180.91 +2.0%
52 GE GE AEROSPACE Industrials 10,584.0 $4.0M 0.40% +1K +16.3% $373.73 -1.2%
53 BUFR FIRST TR EXCHNG TRADED FD VI 107,405.0 $3.9M 0.40% -16K -12.9% $36.53 +2.3%
54 EFA ISHARES TR 37,507.0 $3.9M 0.40% +9K +30.0% $103.88 +4.4%
55 TXN TEXAS INSTRS INC Technology 12,994.0 $3.9M 0.39% -1K -9.5% $298.07 -5.1%
56 CAT CATERPILLAR INC Industrials 3,621.0 $3.9M 0.39% +495.0 +15.8% $1064.90 -17.2%
57 IWM ISHARES TR 12,772.0 $3.8M 0.39% -539.0 -4.0% $300.45 +1.2%
58 ROK ROCKWELL AUTOMATION INC Industrials 7,662.0 $3.8M 0.39% +3K +51.3% $495.08 -10.2%
59 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 12,899.0 $3.8M 0.38% $293.18 +2.6%
60 DE DEERE & CO Industrials 5,902.0 $3.7M 0.38% $634.33 -5.4%
Page 3 of 45  ·  889 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 29.4%
Financial Services 17.7%
Industrials 16.2%
Healthcare 9.4%
Consumer Cyclical 8.3%
Communication Services 7.9%
Consumer Defensive 3.6%
Energy 2.8%
Basic Materials 2.0%
Utilities 1.8%