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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 15 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMCSA Comcast Communication Services 100.0 $3K 0.00% -200.0 -66.7% $28.71 -11.2%
282 PCT Purecycle Technologies Inc Industrials 500.0 $3K 0.00% $5.19 +144.8%
283 LEG Leggett & Platt Consumer Cyclical 250.0 $2K 0.00% $9.88 +3.9%
284 VBK Vanguard Small Cap Growth ETF 8.0 $2K 0.00% $302.25 +16.3%
285 CMP Compass Minerals Basic Materials 100.0 $2K 0.00% $23.35 +36.0%
286 VRTX Vertex Pharmaceuticals, Inc. Healthcare 5.0 $2K 0.00% NEW $446.60 -1.2%
287 VTRS Viatris Healthcare 157.0 $2K 0.00% $13.51 +20.8%
288 MU Micron Technology Technology 6.0 $2K 0.00% NEW $337.83 +172.0%
289 ENPH Enphase Energy Inc. Energy 50.0 $2K 0.00% $37.82 +89.8%
290 NCLH Norwegian Cruise Line Holdings Consumer Cyclical 100.0 $2K 0.00% $18.70 -4.1%
291 ANGX Angel Studios Inc Communication Services 535.0 $2K 0.00% $3.05 -9.5%
292 Occidental Petroleum Warrants Exp 8/3/27 36.0 $2K 0.00% $42.89
293 NEM Newmont Corp Basic Materials 14.0 $2K 0.00% NEW $108.29 -0.2%
294 VRT Vertiv Holdings LLC Cl A Industrials 6.0 $2K 0.00% NEW $250.50 +28.0%
295 IWM iShares Russell 2000 Index 6.0 $1K 0.00% $248.00 +17.1%
296 TEL TE Connectivity PLC Technology 7.0 $1K 0.00% NEW $209.00 -0.8%
297 GILD Gilead Sciences Healthcare 10.0 $1K 0.00% NEW $139.40 -3.3%
298 ELAN Elanco Animal Health Inc Healthcare 56.0 $1K 0.00% NEW $23.93 -2.2%
299 Brightstar Lottery 100.0 $1K 0.00% $12.74
300 NFLX Netflix Communication Services 13.0 $1K 0.00% NEW $96.15 -8.8%
Page 15 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%