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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
Page 15 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CENCORA INC 41.0 $13K 0.01% $314.15
282 KMI KINDER MORGAN INC DEL Energy 384.0 $13K 0.01% $33.53 -3.7%
283 D DOMINION ENERGY INC Utilities 200.0 $12K 0.01% $61.82 +8.7%
284 NOC NORTHROP GRUMMAN CORP Industrials 18.0 $12K 0.01% $682.22 -18.9%
285 PNC PNC FINL SVCS GROUP INC Financial Services 59.0 $12K 0.01% $208.08 +6.8%
286 MRVL MARVELL TECHNOLOGY INC Technology 123.0 $12K 0.01% $99.05 +102.5%
287 MPWR MONOLITHIC PWR SYS INC Technology 11.0 $12K 0.01% $1093.36 +47.3%
288 PM PHILIP MORRIS INTL INC Consumer Defensive 72.0 $12K 0.01% $165.33 +10.0%
289 T AT&T INC Communication Services 410.0 $12K 0.01% $28.99 -13.4%
290 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 43.0 $12K 0.01% $275.19 +1.3%
291 FTV FORTIVE CORP Technology 213.0 $12K 0.01% $55.28 +9.2%
292 OTIS OTIS WORLDWIDE CORP Industrials 150.0 $12K 0.01% -100.0 -40.0% $77.08 -5.7%
293 BAX BAXTER INTL INC Healthcare 674.0 $11K 0.01% $16.80 +17.4%
294 JCI JOHNSON CONTROLS INTERNATION Industrials 85.0 $11K 0.01% $130.95 +5.5%
295 LEN LENNAR CORP Consumer Cyclical 123.0 $11K 0.01% $86.84 +7.0%
296 DOV DOVER CORP Industrials 50.0 $10K 0.01% $208.46 +3.1%
297 HD HOME DEPOT INC Consumer Cyclical 31.0 $10K 0.01% $328.90 -2.8%
298 VZ VERIZON COMMUNICATIONS INC Communication Services 198.0 $10K 0.01% $50.20 -2.8%
299 VOYA VOYA FINANCIAL INC Financial Services 145.0 $10K 0.01% $68.32 +19.9%
300 EOG EOG RES INC Energy 67.0 $10K 0.01% $144.57 -6.9%
Page 15 of 18  ·  351 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 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%