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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VLO VALERO ENERGY CORP NEW Energy 19,366.0 $4.8M 0.26% -505.0 -2.5% $247.08 -0.9%
62 ISHARES IBONDS DEC 2030 TERM 183,284.0 $4.7M 0.26% NEW $25.83
63 MRK MERCK & CO INC Healthcare 38,481.0 $4.6M 0.25% -550.0 -1.4% $120.29 -5.7%
64 BP BP PLC Energy 98,235.0 $4.6M 0.25% -1K -1.2% $47.00 -5.6%
65 CMI CUMMINS INC Industrials 8,285.0 $4.5M 0.24% -1K -14.8% $538.02 +33.2%
66 HD HOME DEPOT INC Consumer Cyclical 13,518.0 $4.4M 0.24% $328.89 -7.5%
67 ABBV ABBVIE INC Healthcare 20,105.0 $4.4M 0.24% -190.0 -0.9% $217.49 -3.3%
68 UNP UNION PACIFIC CORP Industrials 17,612.0 $4.3M 0.23% $242.62 +11.0%
69 EQIX EQUINIX INC Real Estate 4,301.0 $4.2M 0.23% NEW $980.24 +10.1%
70 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 24,378.0 $4.0M 0.22% -151.0 -0.6% $165.34 +16.0%
71 AES AES CORP Utilities 270,549.0 $3.8M 0.21% $14.09 +2.7%
72 AMGN AMGEN INC Healthcare 10,789.0 $3.8M 0.21% -113.0 -1.0% $351.85 -7.3%
73 AJG ARTHUR J GALLAGHER & CO Financial Services 17,032.0 $3.7M 0.20% NEW $216.58 -7.7%
74 KO COCA-COLA CO Consumer Defensive 48,415.0 $3.7M 0.20% -548.0 -1.1% $76.05 +5.8%
75 FITB FIFTH THIRD BANCORP Financial Services 75,369.0 $3.5M 0.19% $46.46 +2.7%
76 NI NISOURCE INC Utilities 75,036.0 $3.5M 0.19% -432.0 -0.6% $46.66 +1.6%
77 HON HONEYWELL INTERNATIONAL INC Industrials 15,291.0 $3.5M 0.19% -482.0 -3.1% $226.03 -3.7%
78 PFE PFIZER INC Healthcare 123,001.0 $3.5M 0.19% +9K +7.9% $28.08 -8.3%
79 ACN ACCENTURE PLC Technology 16,021.0 $3.2M 0.17% NEW $198.29 -14.9%
80 MDT MEDTRONIC PLC Healthcare 36,156.0 $3.1M 0.17% $86.65 -11.2%
Page 4 of 7  ·  140 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%