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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 11 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BTZ BlackRock Credit Allocation Income Trust Financial Services 2,718.0 $27K 0.01% $10.10 +0.7%
202 GUNR Flexshares Morningstar Global Natural Res ETF 493.0 $27K 0.01% $55.16 -2.4%
203 TJX TJX Companies Consumer Cyclical 162.0 $26K 0.01% NEW $159.70 -1.7%
204 VOT Vanguard Mid-Cap Growth ETF 100.0 $26K 0.01% $257.35 +13.8%
205 VUG Vanguard Growth Index Fund ETF 56.0 $24K 0.01% $436.79 -79.8%
206 UNH Unitedhealth Group Healthcare 90.0 $24K 0.01% -33.0 -26.8% $270.59 +41.9%
207 ALL Allstate Corp Financial Services 117.0 $24K 0.01% +71.0 +154.3% $207.34 +0.7%
208 SJM Smucker J M Consumer Defensive 250.0 $24K 0.01% $96.44 +6.8%
209 TSCO Tractor Supply Consumer Cyclical 500.0 $23K 0.01% $45.30 -32.3%
210 WBD Warner Bros Discovery Inc Communication Services 821.0 $23K 0.01% $27.46 -1.7%
211 DEO Diageo Consumer Defensive 300.0 $22K 0.01% $74.45 +16.3%
212 CNI Canadian National Railway Industrials 206.0 $21K 0.01% $102.77 +15.4%
213 CAH Cardinal Health Healthcare 100.0 $21K 0.01% $211.31 -5.4%
214 LUV Southwest Airlines Industrials 550.0 $21K 0.01% -6.0 -1.1% $37.57 +16.3%
215 LNG Cheniere Energy Inc. Energy 72.0 $20K 0.01% $283.76 -18.6%
216 VO Vanguard Mid-Cap ETF 71.0 $20K 0.01% $287.18 -72.7%
217 AMD Advanced Micro Devices Technology 100.0 $20K 0.01% $203.43 +143.6%
218 NI Nisource Inc Ordinary Shares Utilities 425.0 $20K 0.01% $46.66 +1.7%
219 MS Morgan Stanley Financial Services 119.0 $20K 0.01% $164.57 +22.5%
220 AGG iShares US Aggregate Bond ETF 194.0 $19K 0.01% $99.27 -0.5%
Page 11 of 16  ·  311 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%