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Portfolio (Quarterly) Guide ↗

CENTRAL BANK & TRUST CO

· CIK 0001175954
13F Portfolio $647M AUM 209 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HSY HERSHEY COMPANY Consumer Defensive 13,897.0 $2.5M 0.39% NEW $181.98 +5.0%
62 ORCL ORACLE CORPORATION Technology 12,594.0 $2.5M 0.38% NEW $194.91 -0.9%
63 NXPI NXP SEMICONDUCTORS Technology 11,255.0 $2.4M 0.38% NEW $217.06 +53.3%
64 XLV SECTOR SPDR TR FUND 15,418.0 $2.4M 0.37% NEW $154.80 -4.0%
65 PWR QUANTA SERVICES INC Industrials 5,486.0 $2.3M 0.36% NEW $422.06 +75.8%
66 LLY ELI LILLY & CO Healthcare 2,118.0 $2.3M 0.35% NEW $1074.68 -0.9%
67 HD HOME DEPOT INC Consumer Cyclical 6,493.0 $2.2M 0.34% NEW $344.10 -9.8%
68 CSCO CISCO SYSTEMS INC Technology 27,320.0 $2.1M 0.33% NEW $77.03 +53.6%
69 EXPE EXPEDIA GROUP, INC Consumer Cyclical 7,241.0 $2.1M 0.32% NEW $283.31 -21.3%
70 MCD MCDONALDS CORP Consumer Cyclical 6,704.0 $2.0M 0.32% NEW $305.63 -8.6%
71 ODFL OLD DOMINI COM Industrials 12,283.0 $1.9M 0.30% NEW $156.80 +38.1%
72 PH PARKER HANNIFIN CORP Industrials 2,157.0 $1.9M 0.29% NEW $878.96 -1.2%
73 REGN REGENERON PHARMA Healthcare 2,435.0 $1.9M 0.29% NEW $771.87 -17.8%
74 WM WASTE MANAGEMENT NEW Industrials 8,442.0 $1.9M 0.29% NEW $219.71 -0.8%
75 DIS DISNEY(WALT) COMPANY Communication Services 15,697.0 $1.8M 0.28% NEW $113.77 -9.2%
76 ZTS ZOETIS INC Healthcare 13,714.0 $1.7M 0.27% NEW $125.82 -35.4%
77 PG PROCTER & GAMBLE CO Consumer Defensive 12,025.0 $1.7M 0.27% NEW $143.31 -0.2%
78 MU MICRON TECHNOLOGY Technology 5,905.0 $1.7M 0.26% NEW $285.41 +213.9%
79 SHV ISHS BCLYS SH TR BD 15,252.0 $1.7M 0.26% NEW $110.15 +0.2%
80 XLU STATE STREET SECTOR SPDR UTILIT 39,016.0 $1.7M 0.26% NEW $42.69 +6.2%
Page 4 of 9  ·  179 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 35.1%
Financial Services 18.4%
Communication Services 10.1%
Industrials 8.9%
Healthcare 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.6%
Basic Materials 1.5%
Utilities 0.8%