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Portfolio (Quarterly) Guide ↗

COMMUNITY TRUST & INVESTMENT CO

· CIK 0001047142
13F Portfolio $1.8B AUM 260 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 56 Added 36 Reduced 12 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 130,324.0 $12.1M 0.66% +2K +1.4% $92.88 +3.0%
42 KRE STATE STREET SPDR S&P REGIONAL 175,152.0 $11.4M 0.62% +5K +2.7% $65.15 +2.8%
43 MDLZ MONDELEZ INTL INC Consumer Defensive 193,684.0 $11.2M 0.61% +13K +7.2% $57.64 +5.8%
44 IEI ISHARES 3-7 YEAR TREASURY BOND 76,132.0 $9.0M 0.49% +28K +58.1% $118.60 -1.4%
45 MCD MCDONALDS CORP Consumer Cyclical 15,803.0 $4.9M 0.27% +5K +45.0% $310.79 -11.5%
46 PFE PFIZER INC Healthcare 123,001.0 $3.5M 0.19% +9K +7.9% $28.08 -8.3%
47 CMCSA COMCAST CORP Communication Services 104,152.0 $3.0M 0.16% +11K +11.2% $28.71 -13.8%
48 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 32,302.0 $3.0M 0.16% +697.0 +2.2% $92.27 +14.9%
49 MET METLIFE INC Financial Services 41,774.0 $3.0M 0.16% +761.0 +1.9% $70.72 +12.0%
50 BX BLACKSTONE GROUP INC Financial Services 23,977.0 $2.8M 0.15% +698.0 +3.0% $114.99 +2.5%
51 AMT AMERICAN TOWER CORP Real Estate 15,763.0 $2.7M 0.15% +637.0 +4.2% $172.58 -1.1%
52 VICI VICI PPTYS INC Real Estate 99,424.0 $2.7M 0.15% +4K +4.0% $27.32 +2.0%
53 ARCC ARES CAPITAL CORP Financial Services 148,417.0 $2.7M 0.14% +3K +2.4% $18.02 +4.9%
54 VB VANGUARD SMALL CAP ETF (MKT) 3,235.0 $847K 0.05% +90.0 +2.9% $261.92 +7.6%
55 VTI VANGUARD TOTAL STOCK MARKET ETF 2,340.0 $751K 0.04% +2K +202.3% $320.81 +13.1%
56 ORCL ORACLE CORP Technology 2,074.0 $305K 0.02% +158.0 +8.2% $147.11 +33.0%
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
Technology 30.8%
Financial Services 17.8%
Communication Services 9.5%
Healthcare 9.4%
Consumer Cyclical 8.8%
Industrials 7.5%
Consumer Defensive 6.2%
Energy 5.0%
Basic Materials 2.4%
Real Estate 1.4%