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Portfolio (Quarterly) Guide ↗

Cetera Trust Company, N.A

· CIK 0002005547
13F Portfolio $177M AUM 351 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 19 Added 86 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEE NEXTERA ENERGY INC Utilities 17,520.0 $1.6M 0.92% +12K +211.2% $92.88 -5.6%
2 NFLX NETFLIX INC. Communication Services 15,915.0 $1.5M 0.86% +16K +10000.0% $96.15 -8.8%
3 AIG AMERICAN INTL GROUP INC Financial Services 17,979.0 $1.4M 0.77% +650.0 +3.8% $75.25 +2.6%
4 CVS CVS HEALTH CORP Healthcare 17,693.0 $1.3M 0.72% +3K +17.0% $71.82 +26.3%
5 PHM PULTE GROUP INC Consumer Cyclical 9,847.0 $1.2M 0.66% +585.0 +6.3% $117.61 +0.2%
6 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,801.0 $1.1M 0.63% +25.0 +0.7% $292.75 +32.5%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,711.0 $1.1M 0.63% +75.0 +4.6% $650.34 +15.4%
8 COP CONOCOPHILLIPS Energy 8,215.0 $1.1M 0.61% +7K +742.6% $132.00 -11.7%
9 CMCSA COMCAST CORP NEW Communication Services 19,305.0 $554K 0.31% +725.0 +3.9% $28.71 -12.4%
10 QQQ INVESCO QQQ TR Financial Services 667.0 $385K 0.22% +65.0 +10.8% $577.18 +26.5%
11 EXR EXTRA SPACE STORAGE INC Real Estate 1,796.0 $236K 0.13% +175.0 +10.8% $131.13 +9.8%
12 NVDA NVIDIA CORPORATION Technology 1,120.0 $195K 0.11% +300.0 +36.6% $174.40 +23.2%
13 PSA PUBLIC STORAGE OPER CO Real Estate 715.0 $194K 0.11% +35.0 +5.2% $270.88 +12.4%
14 ESS ESSEX PPTY TR INC Real Estate 695.0 $168K 0.10% +40.0 +6.1% $242.00 +14.6%
15 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,270.0 $152K 0.09% +225.0 +2.5% $16.43 +21.9%
16 SBAC SBA COMMUNICATIONS CORP Real Estate 715.0 $123K 0.07% +175.0 +32.4% $172.11 +17.2%
17 INVH INVITATION HOMES INC Real Estate 4,830.0 $120K 0.07% +1K +34.0% $24.85 +18.3%
18 COLD AMERICOLD REALTY TRUST INC Real Estate 8,275.0 $95K 0.05% +2K +39.7% $11.46 +29.7%
19 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,675.0 $78K 0.04% +1K +415.4% $46.42 +4.4%

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 23.1%
Financial Services 17.9%
Healthcare 14.1%
Industrials 11.6%
Communication Services 8.7%
Consumer Cyclical 7.2%
Consumer Defensive 6.2%
Real Estate 4.5%
Energy 2.8%
Basic Materials 2.5%