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Portfolio (Quarterly) Guide ↗

Kentucky Trust Co

· CIK 0002054100
13F Portfolio $189M AUM 304 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 304 New
Page 14 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BKR Baker Hughes Company Energy 200.0 $9K 0.01% NEW $45.54 +38.8%
262 CMCSA Comcast Communication Services 300.0 $9K 0.01% NEW $29.89 -15.6%
263 RYN Rayonier Inc. Real Estate 411.0 $9K 0.01% NEW $21.65 -4.2%
264 OTIS Otis Worldwide Industrials 100.0 $9K 0.01% NEW $87.35 -17.8%
265 Brown-Forman 317.0 $8K 0.00% NEW $26.06
266 TRV The Travelers Companies Financial Services 28.0 $8K 0.00% NEW $290.07 +3.4%
267 NOC Northrop Grumman Industrials 14.0 $8K 0.00% NEW $570.21 -3.3%
268 VVV Valvoline Energy 274.0 $8K 0.00% NEW $29.06 +19.0%
269 NXPI NXP Semiconductors NV Technology 36.0 $8K 0.00% NEW $217.06 +51.7%
270 TSM Taiwan Semiconductor Manufacturing Ltd ADS Technology 24.0 $7K 0.00% NEW $303.88 +39.1%
271 BIZD Vaneck Vectors BDC Inome ETF 500.0 $7K 0.00% NEW $14.18 -11.4%
272 INTU Intuit Incorporated Technology 10.0 $7K 0.00% NEW $662.40 -53.5%
273 DJT Trump Media & Technology Group Communication Services 500.0 $7K 0.00% NEW $13.24 -35.3%
274 Six Flags Entertainment 402.0 $6K 0.00% NEW $15.34
275 IWB iShares Russell 1000 ETF 15.0 $6K 0.00% NEW $373.47 +9.6%
276 CTRA Coterra Engergy Inc Energy 200.0 $5K 0.00% NEW $26.32 +23.7%
277 ECL Ecolab, Inc. Ordinary Shares Basic Materials 20.0 $5K 0.00% NEW $262.50 +0.0%
278 FCX Freeport-McMoran Basic Materials 100.0 $5K 0.00% NEW $50.79 +25.3%
279 SEDG Solar Edge Technologies, Inc. Energy 175.0 $5K 0.00% NEW $28.85 +153.8%
280 SPXX Nuveen S&P 500 Dynamic Overwrite Fund Financial Services 240.0 $4K 0.00% NEW $18.04 +1.0%
Page 14 of 16  ·  304 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 22.7%
Technology 17.9%
Industrials 11.2%
Healthcare 10.6%
Utilities 8.8%
Consumer Defensive 8.4%
Communication Services 5.8%
Energy 5.8%
Consumer Cyclical 4.9%
Real Estate 3.3%