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Portfolio (Quarterly) Guide ↗

Kentucky Trust Co

· CIK 0002054100
13F Portfolio $191M AUM 311 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 56 Added 43 Reduced 11 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KMI Kinder Morgan Energy 2,870.0 $96K 0.05% +450.0 +18.6% $33.53 -3.9%
42 MDLZ Mondelez International Consumer Defensive 1,461.0 $84K 0.04% +216.0 +17.4% $57.64 +8.0%
43 SLV iShares Silver Trust Financial Services 1,030.0 $70K 0.04% +30.0 +3.0% $68.14 -0.9%
44 GOOGL Alphabet Cl A Communication Services 235.0 $68K 0.04% +65.0 +38.2% $287.56 +35.2%
45 WU Western Union Financial Services 5,674.0 $50K 0.03% +1K +23.9% $8.73 -6.4%
46 KFFB Kentucky First Federal Bancorp Financial Services 10,993.0 $47K 0.03% +7K +167.5% $4.30 +6.3%
47 KMB Kimberly-Clark Consumer Defensive 411.0 $40K 0.02% +100.0 +32.1% $96.47 +3.8%
48 UNP Union Pacific Corporation Industrials 137.0 $33K 0.02% +30.0 +28.0% $242.62 +15.2%
49 PANW Palo Alto Networks Inc. Technology 205.0 $33K 0.02% +5.0 +2.5% $160.32 +55.0%
50 EMN Eastman Chemical Company Basic Materials 410.0 $31K 0.02% +110.0 +36.7% $76.32 -0.5%
51 KLAC KLA Corporation Technology 21.0 $31K 0.02% +9.0 +75.0% $1472.43 +32.9%
52 ALL Allstate Corp Financial Services 117.0 $24K 0.01% +71.0 +154.3% $207.34 +0.7%
53 BTU Peabody Energy Corp Energy 550.0 $18K 0.01% +150.0 +37.5% $32.95 -20.1%
54 EQT EQT Corporation Energy 231.0 $15K 0.01% +31.0 +15.5% $63.64 -13.3%
55 TSM Taiwan Semiconductor Manufacturing Ltd ADS Technology 28.0 $9K 0.01% +4.0 +16.7% $337.96 +25.1%
56 FCX Freeport-McMoran Basic Materials 137.0 $8K 0.00% +37.0 +37.0% $58.78 +8.2%
Page 3 of 3  ·  56 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
Financial Services 21.5%
Technology 16.3%
Industrials 11.2%
Healthcare 10.8%
Utilities 9.7%
Consumer Defensive 8.5%
Energy 7.4%
Communication Services 5.8%
Consumer Cyclical 4.5%
Real Estate 3.7%