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Portfolio (Quarterly) Guide ↗

CENTRAL BANK & TRUST CO

· CIK 0001175954
13F Portfolio $636M AUM 210 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 55 Added 70 Reduced 5 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WM WASTE MANAGEMENT NEW Industrials 8,039.0 $1.8M 0.29% -403.0 -4.8% $229.79 -5.2%
42 REGN REGENERON PHARMA Healthcare 2,349.0 $1.8M 0.28% -86.0 -3.5% $772.64 -17.9%
43 XLU STATE STREET UTILITIES SELECT S 38,268.0 $1.8M 0.28% -748.0 -1.9% $45.89 -1.2%
44 GLW CORNING INCORPORATED Technology 12,651.0 $1.7M 0.27% -2K -12.1% $135.97 +44.3%
45 MU MICRON TECHNOLOGY Technology 4,932.0 $1.7M 0.26% -973.0 -16.5% $337.84 +165.2%
46 AMAT APPLIED MATERIALS Technology 4,851.0 $1.7M 0.26% -177.0 -3.5% $341.79 +33.1%
47 PG PROCTER & GAMBLE CO Consumer Defensive 11,420.0 $1.6M 0.26% -605.0 -5.0% $144.44 -1.0%
48 EXPE EXPEDIA GROUP, INC Consumer Cyclical 6,788.0 $1.6M 0.25% -453.0 -6.3% $230.89 -3.4%
49 HON HONEYWELL INTL INC Industrials 6,880.0 $1.6M 0.24% -243.0 -3.4% $226.03 +2.5%
50 KMB KIMBERLY-CLARK CORP Consumer Defensive 14,903.0 $1.4M 0.23% -155.0 -1.0% $96.47 +2.4%
51 IAU ISHS GOLD TR NPV NEW Financial Services 15,571.0 $1.4M 0.22% -90.0 -0.6% $88.15 -3.8%
52 LMT LOCKHEED MARTIN CORP Industrials 2,178.0 $1.3M 0.21% -705.0 -24.4% $604.39 -11.8%
53 KO COCA COLA CO Consumer Defensive 15,996.0 $1.2M 0.19% -1K -8.3% $76.05 +5.8%
54 UBER UBER TECHNOLOGIES Technology 14,680.0 $1.1M 0.17% -967.0 -6.2% $71.93 -2.5%
55 TMO THERMO FISHER Healthcare 1,809.0 $889K 0.14% -197.0 -9.8% $491.53 -8.8%
56 GILD GILEAD SCIENCES INC Healthcare 6,083.0 $848K 0.13% -133.0 -2.1% $139.37 -4.0%
57 ULTA ULTA BEAUTY INC Consumer Cyclical 1,578.0 $825K 0.13% -74.0 -4.5% $522.71 -1.3%
58 AZO AUTOZONE INC Consumer Cyclical 234.0 $790K 0.12% -3.0 -1.3% $3377.78 -8.2%
59 VOO VANGUARD S&P 500 ETF 1,210.0 $723K 0.11% -57.0 -4.5% $597.55 +15.5%
60 IBM INTL BUSINESS MACHS Technology 2,658.0 $644K 0.10% -28.0 -1.0% $242.39 +3.4%
Page 3 of 4  ·  70 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 33.4%
Financial Services 17.4%
Industrials 10.0%
Communication Services 9.8%
Consumer Cyclical 8.2%
Healthcare 8.1%
Consumer Defensive 5.5%
Energy 5.2%
Basic Materials 1.5%
Utilities 0.9%