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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NI NISOURCE INC Utilities 75,036.0 $3.5M 0.19% -432.0 -0.6% $46.66 +1.6%
22 HON HONEYWELL INTERNATIONAL INC Industrials 15,291.0 $3.5M 0.19% -482.0 -3.1% $226.03 -3.7%
23 IVV ISHARES CORE S&P 500 (MKT) 4,427.0 $2.9M 0.16% -132.0 -2.9% $653.21 +13.7%
24 NSC NORFOLK SOUTHERN CORP Industrials 9,547.0 $2.7M 0.15% -75.0 -0.8% $287.00 +10.7%
25 GOOGL ALPHABET INC Communication Services 4,240.0 $1.2M 0.07% -340.0 -7.4% $287.56 +39.5%
26 JNJ JOHNSON & JOHNSON Healthcare 4,849.0 $1.2M 0.06% -229.0 -4.5% $244.44 -5.6%
27 XOM EXXON MOBIL CORP Energy 4,770.0 $809K 0.04% -232.0 -4.6% $169.66 -9.9%
28 FDVV FIDELITY HIGH DIVID 13,456.0 $743K 0.04% -579.0 -4.1% $55.24 +7.3%
29 VYM VANGUARD HIGH DIVIDEND YIELD 4,307.0 $638K 0.04% -423.0 -8.9% $148.10 +5.2%
30 PEP PEPSICO INC Consumer Defensive 4,082.0 $634K 0.03% -230.0 -5.3% $155.29 -4.3%
31 FAST FASTENAL CO Industrials 10,411.0 $483K 0.03% -1K -9.7% $46.40 -5.2%
32 VBIL VANGUARD 0-3 MONTH TREASURY BILL 5,998.0 $454K 0.03% -157K -96.3% $75.65 -0.1%
33 WFC WELLS FARGO & CO NEW Financial Services 5,315.0 $423K 0.02% -198.0 -3.6% $79.61 -7.3%
34 BAC BANK OF AMERICA CORP Financial Services 7,059.0 $344K 0.02% -850.0 -10.8% $48.75 +2.1%
35 DGRO ISHARES CORE DIVIDEND GROWTH 4,544.0 $319K 0.02% -365.0 -7.4% $70.18 +4.5%
36 CSX CSX CORP Industrials 7,596.0 $312K 0.02% -15K -66.3% $41.05 +11.9%
Page 2 of 2  ·  36 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%