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Portfolio (Quarterly) Guide ↗

Cetera Trust Company, N.A

· CIK 0002005547
13F Portfolio $187M AUM 358 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New
Page 9 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CAT CATERPILLAR INC Industrials 359.0 $206K 0.11% NEW $572.87 +59.0%
162 GEV GE VERNOVA INC Utilities 309.0 $202K 0.11% NEW $653.57 +59.6%
163 URI UNITED RENTALS INC Industrials 246.0 $199K 0.11% NEW $809.32 +22.1%
164 UDR UDR INC Real Estate 5,380.0 $197K 0.11% NEW $36.68 +4.0%
165 WAY WAYSTAR HLDG CORP Technology 5,930.0 $194K 0.10% NEW $32.75 -41.9%
166 THE BALDWIN INSURANCE GRP IN 8,070.0 $194K 0.10% NEW $24.03
167 MTDR MATADOR RES CO Energy 4,520.0 $192K 0.10% NEW $42.44 +24.9%
168 SOLV SOLVENTUM CORP Healthcare 2,347.0 $186K 0.10% NEW $79.24 -3.8%
169 ETN EATON CORP PLC Industrials 573.0 $183K 0.10% NEW $318.51 +27.4%
170 LIN LINDE PLC Basic Materials 426.0 $182K 0.10% NEW $426.39 +19.9%
171 IWM ISHARES TR 735.0 $181K 0.10% NEW $246.16 +18.1%
172 KIM KIMCO RLTY CORP Real Estate 8,765.0 $178K 0.10% NEW $20.27 +21.1%
173 PSA PUBLIC STORAGE OPER CO Real Estate 680.0 $176K 0.09% NEW $259.50 +18.3%
174 ESS ESSEX PPTY TR INC Real Estate 655.0 $171K 0.09% NEW $261.68 +6.2%
175 AMH AMERICAN HOMES 4 RENT Real Estate 5,145.0 $165K 0.09% NEW $32.10 -0.1%
176 IWR ISHARES TR 1,635.0 $157K 0.08% NEW $96.27 +11.0%
177 NVDA NVIDIA CORPORATION Technology 820.0 $153K 0.08% NEW $186.50 +14.2%
178 ABBV ABBVIE INC Healthcare 668.0 $153K 0.08% NEW $228.49 -6.1%
179 NXT NEXTPOWER INC Technology 1,741.0 $152K 0.08% NEW $87.11 +55.2%
180 SE SEA LTD Consumer Cyclical 1,180.0 $151K 0.08% NEW $127.57 -26.7%
Page 9 of 18  ·  358 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 23.4%
Financial Services 19.2%
Healthcare 15.6%
Industrials 10.6%
Communication Services 8.1%
Consumer Cyclical 7.8%
Consumer Defensive 5.8%
Real Estate 4.4%
Basic Materials 2.2%
Energy 2.2%