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Portfolio (Quarterly) Guide ↗

COMMUNITY TRUST & INVESTMENT CO

· CIK 0001047142
13F Portfolio $1.9B AUM 263 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSX BOSTON SCIENTIFIC CORP Healthcare 153,938.0 $14.7M 0.78% NEW $95.35 -44.8%
42 USFD US FOODS HLDG CORP Consumer Defensive 192,704.0 $14.5M 0.77% NEW $75.32 +11.5%
43 EQH EQUITABLE HLDGS INC Financial Services 301,383.0 $14.4M 0.76% NEW $47.65 -10.8%
44 COST COSTCO WHOLESALE CORP Consumer Defensive 16,103.0 $13.9M 0.73% NEW $862.34 +20.7%
45 TMUS T MOBILE US INC COM Communication Services 67,793.0 $13.8M 0.73% NEW $203.04 -7.3%
46 LOW LOWES COMPANIES INC Consumer Cyclical 55,761.0 $13.4M 0.71% NEW $241.16 -7.3%
47 SLB SLB LIMITED Energy 332,972.0 $12.8M 0.68% NEW $38.38 +45.3%
48 VBIL VANGUARD 0-3 MONTH TREASURY BILL 163,035.0 $12.3M 0.65% NEW $75.43 +0.2%
49 GVI ISHARES INTM GOVERNMENT/CREDIT 114,419.0 $12.3M 0.65% NEW $107.35 -1.6%
50 SHW SHERWIN-WILLIAMS CO Basic Materials 37,294.0 $12.1M 0.64% NEW $324.03 -4.6%
51 KRE STATE STREET SPDR S&P REGIONAL 170,567.0 $11.1M 0.58% NEW $64.81 +3.3%
52 ZTS ZOETIS INC Healthcare 86,550.0 $10.9M 0.58% NEW $125.82 -40.0%
53 NEE NEXTERA ENERGY INC Utilities 128,535.0 $10.3M 0.55% NEW $80.28 +19.2%
54 PAAA PGIM AAA CLO ETF 195,918.0 $10.0M 0.53% NEW $51.26 +0.3%
55 PLD PROLOGIS INC Real Estate 77,062.0 $9.8M 0.52% NEW $127.66 +11.7%
56 MDLZ MONDELEZ INTL INC Consumer Defensive 180,597.0 $9.7M 0.51% NEW $53.83 +13.3%
57 MBB ISHARES MBS (MKT) 101,182.0 $9.6M 0.51% NEW $95.22 -1.7%
58 CBK COMMERCIAL BANCGROUP INC. Financial Services 373,000.0 $9.2M 0.48% NEW $24.56 +12.5%
59 GTLS CHART INDUSTRIES INC Industrials 35,594.0 $7.3M 0.39% NEW $206.23 +0.5%
60 NKE NIKE INC Consumer Cyclical 109,608.0 $7.0M 0.37% NEW $63.71 -34.0%
Page 3 of 8  ·  141 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 33.2%
Financial Services 17.8%
Communication Services 10.2%
Consumer Cyclical 9.1%
Healthcare 8.9%
Industrials 7.4%
Consumer Defensive 5.7%
Energy 3.3%
Basic Materials 2.1%
Real Estate 1.3%