COMMUNITY TRUST & INVESTMENT CO — 13F Holdings & Portfolio

CIK 1047142 · latest 13F-HR filed 2026-07-08

COMMUNITY TRUST & INVESTMENT CO manages $1.94B in 13F-reported U.S. long-equity assets across 262 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.39%), GOOG (6.08%), AAPL (5.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 5, added to 70, and trimmed 30.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
100 EAST VINE STREET
SUITE 501
LEXINGTON, KY 40507
Phone
(859) 389-5300
Filing Manager
COMMUNITY TRUST & INVESTMENT CO
LEXINGTON, KY
Signatory
Sandy Ruby
Director of Operations and Compliance
Loading holdings…
AUM

$1.94B

Long-equity book

Holdings

262

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+9 / −5 / ↑70 / ↓30

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$21.1M +66.1%
  • NVIDIA CORPORATION SR NT$17.1M +13.5%
  • PALO ALTO NETWORKS INC$14.0M +55.6%
  • ALPHABET INC DEP SHS$13.9M +13.2%
  • APPLE INC$12.7M +13.2%
Show all 70

Top Trims

  • COMMUNITY TR BANCORP INC-$54.1M -42.7%
  • ZOETIS INC-$11.5M -83.8%
  • CHENIERE ENERGY INC-$4.8M -16.1%
  • MASTEC INC-$4.7M -13.2%
  • CHEVRON CORP-$4.1M -19.4%
Show all 30

New Positions

  • SCHWAB CHARLES CORP SR NT$3.7M
  • HONEYWELL INTL INC$1.7M
  • HONEYWELL AEROSPACE INC$1.7M
  • VANGUARD TAX-EXEMPT BOND INDEX$1.0M
  • TEXAS INSTRUMENTS INC$239.9K
Show all 9

Exited Positions

  • AES CORP$3.8M
  • HONEYWELL INTERNATIONAL INC$3.5M
  • LAMAR ADVERTISING CO NEW$451.4K
  • DUKE ENERGY CORP$208.1K
  • TE CONNECTIVITY PLC ORD$205.9K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION SR NT NVDA 67066G104 $143.2M 7.39% 715,568 SH
2 ALPHABET INC DEP SHS GOOG 02079K107 $117.8M 6.08% 333,326 SH
3 APPLE INC AAPL 037833100 $108.5M 5.60% 375,051 SH
4 MICROSOFT CORP MSFT 594918104 $95.0M 4.90% 254,697 SH
5 AMAZON COM INC SR AMZN 023135106 $80.5M 4.15% 337,631 SH
6 COMMUNITY TR BANCORP INC CTBI 204149108 $72.7M 3.75% 1,004,407 SH
7 BROADCOM INC AVGO 11135F101 $69.3M 3.58% 183,441 SH
8 ADVANCED MICRO DEVICES INC AMD 007903107 $52.7M 2.72% 90,672 SH
9 JP MORGAN CHASE & CO JPM 46625H100 $44.5M 2.30% 135,874 SH
10 META PLATFORMS INC META 30303M102 $43.6M 2.25% 77,317 SH
11 VISA INC V 92826C839 $39.7M 2.05% 115,773 SH
12 PALO ALTO NETWORKS INC PANW 697435105 $38.9M 2.01% 114,178 SH
13 AMPHENOL CORP APH 032095101 $38.5M 1.99% 218,199 SH
14 PARKER HANNIFIN CORP PH 701094104 $32.2M 1.66% 32,915 SH
15 MASTEC INC MTZ 576323109 $30.5M 1.58% 73,346 SH
16 ELI LILLY & CO LLY 532457108 $28.0M 1.45% 23,353 SH
17 UTILITIES SELECT SECTOR SPDRR XLU 81369Y886 $27.8M 1.43% 612,732 SH
18 LINDE PLC LIN G54950103 $27.5M 1.42% 53,016 SH
19 WALMART INC WMT 931142103 $27.5M 1.42% 242,512 SH
20 UNITEDHEALTH GROUP INC UNH 91324P102 $26.6M 1.37% 63,917 SH
21 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $25.6M 1.32% 73,137 SH
22 CVS HEALTH CORPORATION CVS 126650100 $25.3M 1.30% 244,103 SH
23 CHENIERE ENERGY INC LNG 16411R208 $25.0M 1.29% 104,404 SH
24 VANGUARD REAL ESTATE ETF VNQ 922908553 $24.8M 1.28% 257,230 SH
25 TJX COS INC NEW TJX 872540109 $23.0M 1.19% 151,786 SH
26 RTX CORPORATION RTX 75513E101 $22.8M 1.18% 120,086 SH
27 EQUITABLE HLDGS INC EQH 29452E101 $20.8M 1.07% 474,088 SH
28 UBER TECHNOLOGIES INC UBER 90353T100 $20.3M 1.05% 280,761 SH
29 SALESFORCE INC CRM 79466L302 $20.1M 1.04% 128,599 SH
30 US FOODS HLDG CORP USFD 912008109 $19.8M 1.02% 193,506 SH
31 THERMO FISHER SCIENTIFIC INC TMO 883556102 $19.5M 1.01% 38,857 SH
32 PROCTER & GAMBLE CO PG 742718109 $19.2M 0.99% 131,099 SH
33 SLB LIMITED SLB 806857108 $19.1M 0.98% 410,195 SH
34 KKR & CO INC KKR 48251W104 $19.0M 0.98% 207,412 SH
35 CHURCHILL DOWNS INC CHDN 171484108 $18.1M 0.94% 202,145 SH
36 INTERCONTINENTAL EXCHANGE INC ICE 45866F104 $17.9M 0.92% 145,146 SH
37 IQVIA HOLDING INC IQV 46266C105 $17.8M 0.92% 92,150 SH
38 ASTRAZENECA PLC AZN G0593M107 $17.2M 0.89% 90,561 SH
39 L3HARRIS TECHNOLOGIES INC LHX 502431109 $17.0M 0.88% 58,635 SH
40 T MOBILE US INC COM TMUS 872590104 $16.9M 0.87% 100,503 SH
41 CHEVRON CORP CVX 166764100 $16.8M 0.86% 101,087 SH
42 S&P GLOBAL INC SPGI 78409V104 $16.3M 0.84% 40,055 SH
43 PINNACLE FINL PARTNERS INC SR NT PNFP 72348N109 $15.5M 0.80% 153,569 SH
44 COSTCO WHOLESALE CORP COST 22160K105 $15.2M 0.78% 16,200 SH
45 SHERWIN-WILLIAMS CO SHW 824348106 $14.2M 0.73% 41,307 SH
46 HCA HEALTHCARE INC HCA 40412C101 $14.0M 0.72% 35,973 SH
47 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $13.9M 0.72% 409,224 SH
48 PGIM AAA CLO ETF PAAA 69344A834 $13.1M 0.68% 256,250 SH
49 BERKSHIRE HATHAWAY INC BRK.B 084670702 $13.1M 0.68% 26,246 SH
50 STATE STREET SPDR S&P REGIONAL KRE 78464A698 $12.9M 0.67% 172,366 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $1.94B 262 0001047142-26-000003
2026-03-31 2026-04-13 $1.84B 260 0001047142-26-000002
2025-12-31 2026-01-09 $1.89B 263 0001047142-26-000001