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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 8 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VYMI Vanguard International High Dividend Index 1,200.0 $113K 0.06% $94.24 +6.7%
142 Eaton Vance Tax-Managed Buy-Write Opportunities Fund 8,252.0 $113K 0.06% $13.67
143 IJJ iShares S&P Midcap 400 Value Index 850.0 $113K 0.06% $132.50 +7.4%
144 FSLR First Solar Energy 555.0 $109K 0.06% $197.26 +38.7%
145 PH Parker Hannifin Corporation Industrials 120.0 $107K 0.06% $895.24 -4.3%
146 LIN Linde PLC New Basic Materials 210.0 $104K 0.06% +52.0 +32.9% $495.76 +2.4%
147 MTB M & T Bank Corporation Financial Services 490.0 $101K 0.05% $206.72 +4.1%
148 DLR Digital Realty Trust Inc Real Estate 545.0 $98K 0.05% $180.21 +6.4%
149 KMI Kinder Morgan Energy 2,870.0 $96K 0.05% +450.0 +18.6% $33.53 -4.0%
150 YUM Yum Brands Consumer Cyclical 600.0 $93K 0.05% $155.48 -2.2%
151 MDLZ Mondelez International Consumer Defensive 1,461.0 $84K 0.04% +216.0 +17.4% $57.64 +8.0%
152 ETN Eaton Industrials 230.0 $82K 0.04% $357.67 +13.6%
153 RMD ResMed Healthcare 360.0 $81K 0.04% $224.48 -8.1%
154 CSX CSX Industrials 1,945.0 $80K 0.04% $41.05 +14.8%
155 HON Honeywell International Industrials 337.0 $76K 0.04% $226.03 +2.4%
156 DOW DOW Basic Materials 1,758.0 $73K 0.04% -177.0 -9.2% $41.65 -17.2%
157 SLV iShares Silver Trust Financial Services 1,030.0 $70K 0.04% +30.0 +3.0% $68.14 -0.9%
158 GOOGL Alphabet Cl A Communication Services 235.0 $68K 0.04% +65.0 +38.2% $287.56 +35.2%
159 CARR Carrier Global Industrials 1,200.0 $68K 0.04% $56.31 +14.5%
160 SLB SLB Limited Energy 1,300.0 $67K 0.04% $51.39 +9.9%
Page 8 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%