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Portfolio (Quarterly) Guide ↗

Kentucky Trust Co

· CIK 0002054100
13F Portfolio $189M AUM 304 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 304 New
Page 10 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MKC McCormick & Co Consumer Defensive 600.0 $41K 0.02% NEW $68.11 -30.7%
182 VEU Vanguard FTSE All World ex-US ETF 555.0 $41K 0.02% NEW $73.56 +14.0%
183 UNH Unitedhealth Group Healthcare 123.0 $41K 0.02% NEW $330.11 +16.8%
184 GRMN Garmin Ltd. Technology 200.0 $41K 0.02% NEW $202.85 +15.6%
185 SYBT Stock Yards Bancorp Inc Financial Services 612.0 $40K 0.02% NEW $64.95 +10.0%
186 FHN First Horizon Corporation Financial Services 1,587.0 $38K 0.02% NEW $23.90 +1.1%
187 VGT Vanguard Information Technology ETF 50.0 $38K 0.02% NEW $753.78 -84.2%
188 PANW Palo Alto Networks Inc. Technology 200.0 $37K 0.02% NEW $184.20 +39.2%
189 Cencora, Inc 105.0 $35K 0.02% NEW $337.75
190 PPL PPL Utilities 1,000.0 $35K 0.02% NEW $35.02 +1.3%
191 PGX Invesco Preferred ETF 3,080.0 $35K 0.02% NEW $11.24 -1.9%
192 NFG National Fuel Gas Company Energy 420.0 $34K 0.02% NEW $80.06 -2.5%
193 IVE iShares S&P 500 Value Index 150.0 $32K 0.02% NEW $212.07 +7.7%
194 KMB Kimberly-Clark Consumer Defensive 311.0 $31K 0.02% NEW $100.89 -0.7%
195 EIX Edison International Utilities 500.0 $30K 0.02% NEW $60.02 +17.6%
196 BTZ BlackRock Credit Allocation Income Trust Financial Services 2,718.0 $29K 0.02% NEW $10.83 -6.0%
197 FDX Fedex Industrials 100.0 $29K 0.01% NEW $288.86 +42.0%
198 YUMC Yum China Holdings Consumer Cyclical 600.0 $29K 0.01% NEW $47.74 -9.1%
199 GAIN Gladstone Investment Corporation Financial Services 2,000.0 $28K 0.01% NEW $13.97 +15.8%
200 VOT Vanguard Mid-Cap Growth ETF 100.0 $28K 0.01% NEW $279.14 +6.6%
Page 10 of 16  ·  304 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 22.7%
Technology 17.9%
Industrials 11.2%
Healthcare 10.6%
Utilities 8.8%
Consumer Defensive 8.4%
Communication Services 5.8%
Energy 5.8%
Consumer Cyclical 4.9%
Real Estate 3.3%