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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 14 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CPB The Campbell's Company Consumer Defensive 400.0 $9K 0.01% $22.27 -6.8%
262 RYN Rayonier Inc. Real Estate 411.0 $8K 0.00% $20.62 +0.2%
263 Brown-Forman 317.0 $8K 0.00% $26.44
264 FBIN Fortune Brands Innovations, Inc. Industrials 210.0 $8K 0.00% $38.97 +0.5%
265 TRV The Travelers Companies Financial Services 28.0 $8K 0.00% $291.68 +3.5%
266 FCX Freeport-McMoran Basic Materials 137.0 $8K 0.00% +37.0 +37.0% $58.78 +7.7%
267 OTIS Otis Worldwide Industrials 100.0 $8K 0.00% $77.08 -6.2%
268 NXPI NXP Semiconductors NV Technology 36.0 $7K 0.00% $196.86 +67.1%
269 CTRA Coterra Engergy Inc Energy 200.0 $7K 0.00% $35.14 -7.3%
270 BIZD Vaneck Vectors BDC Inome ETF 500.0 $6K 0.00% $12.80 -1.6%
271 SMR NuScale Power Corporation Utilities 500.0 $5K 0.00% NEW $10.84 +11.8%
272 IWB iShares Russell 1000 ETF 15.0 $5K 0.00% $356.53 +14.6%
273 ECL Ecolab, Inc. Ordinary Shares Basic Materials 20.0 $5K 0.00% $266.00 -0.2%
274 Grayscale XRP Trust ETF 200.0 $5K 0.00% NEW $26.02
275 DJT Trump Media & Technology Group Communication Services 500.0 $5K 0.00% $9.28 -7.3%
276 INTU Intuit Inc. Technology 10.0 $4K 0.00% $432.40 -27.7%
277 DVN Devon Energy Energy 75.0 $4K 0.00% $50.32 -10.9%
278 BRW Saba Capital Income & Opportunities Fund Financial Services 500.0 $3K 0.00% $6.74 +0.8%
279 NBB Nuveen Build American Bond Fund Financial Services 198.0 $3K 0.00% $15.66 +0.7%
280 NTR Nutrien LTD Basic Materials 40.0 $3K 0.00% $75.45 -7.8%
Page 14 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%