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Portfolio (Quarterly) Guide ↗

Kentucky Trust Co

· CIK 0002054100
13F Portfolio $191M AUM 311 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 56 Added 43 Reduced 11 Exited
Page 12 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WELL Welltower Real Estate 97.0 $19K 0.01% $197.71 +8.3%
222 SHEL Shell PLC Energy 200.0 $19K 0.01% $93.00 -9.9%
223 BTU Peabody Energy Corp Energy 550.0 $18K 0.01% +150.0 +37.5% $32.95 -20.1%
224 CCL Carnival Consumer Cyclical 700.0 $18K 0.01% $25.88 +8.1%
225 ZBH Zimmer Biomet Holdings Healthcare 200.0 $18K 0.01% $90.42 -8.7%
226 PFG Principal Financial Group Financial Services 200.0 $18K 0.01% $90.11 +16.0%
227 VLO Valero Energy Energy 71.0 $18K 0.01% $247.08 -2.7%
228 ICLN iShares S&P Global Clean Energy Index Fd ETF 930.0 $17K 0.01% $18.29 +26.6%
229 GOF Guggenheim Strategic Opportunities Fund Financial Services 1,500.0 $17K 0.01% $11.02 -0.2%
230 ARTNA Artesian Resources Utilities 500.0 $16K 0.01% $31.85 +1.7%
231 BP BP PLC ADS Energy 332.0 $16K 0.01% $47.00 -11.4%
232 EQT EQT Corporation Energy 231.0 $15K 0.01% +31.0 +15.5% $63.64 -13.3%
233 SNA Snap-on Industrials 40.0 $15K 0.01% NEW $363.23 +2.5%
234 MTZ MasTec Industrials 45.0 $14K 0.01% $321.73 +20.4%
235 KDP Keurig Dr Pepper Inc Consumer Defensive 541.0 $14K 0.01% NEW $26.33 +14.3%
236 TMUS T-Mobile US Communication Services 67.0 $14K 0.01% $210.03 -9.2%
237 TotalEnergies SE ADR 150.0 $14K 0.01% $93.19
238 HP Helmerich & Payne Energy 365.0 $13K 0.01% $36.03 +6.8%
239 AEP American Elec Pwr Inc Utilities 100.0 $13K 0.01% $131.08 -1.2%
240 ADC Agree Realty Corp Real Estate 172.0 $13K 0.01% $75.38 -0.6%
Page 12 of 16  ·  311 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
Financial Services 21.5%
Technology 16.3%
Industrials 11.2%
Healthcare 10.8%
Utilities 9.7%
Consumer Defensive 8.5%
Energy 7.4%
Communication Services 5.8%
Consumer Cyclical 4.5%
Real Estate 3.7%