CENTRAL TRUST Co — 13F Holdings & Portfolio

CIK 44365 · latest 13F-HR filed 2026-04-17

CENTRAL TRUST Co manages $5.08B in 13F-reported U.S. long-equity assets across 2,076 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CEF (4.38%), SCHP (4.11%), AAPL (3.95%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 117 new positions, exited 104, added to 554, and trimmed 532.

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.

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AUM

$5.08B

Long-equity book

Holdings

2,076

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+117 / −104 / ↑554 / ↓532

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPROTT ASSET MANAGEMENT LP$51.5M +35.6%
  • VANGUARD TAX-MANAGED FDS$19.7M +26.8%
  • ISHARES TR$16.5M +29.5%
  • ISHARES INC$16.0M +12.1%
  • EXXON MOBIL CORP$13.7M +38.3%
Show all 554

Top Trims

  • SPROTT ASSET MANAGEMENT LP-$106.4M -31.4%
  • MICROSOFT CORP-$28.1M -24.6%
  • APPLE INC-$23.2M -8.5%
  • BROADCOM INC-$18.1M -12.1%
  • VANGUARD INDEX FDS-$16.8M -14.3%
Show all 532

New Positions

  • ASTRAZENECA PLC$1.7M
  • NUVEEN AMT FREE QLTY MUN INC$415.5K
  • PIMCO DYNAMIC INCOME OPRNTS$407.3K
  • BLACKROCK ENHANCED EQUITY DI$310.3K
  • BLACKROCK ENHANCED GLOBAL$295.9K
Show all 117

Exited Positions

  • ASTRAZENECA PLC$1.4M
  • IONQ INC$197.2K
  • KRANESHARES TRUST$128.4K
  • PRIME MEDICINE INC$121.4K
  • ALPS ETF TR$62.1K
Show all 104
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 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $222.5M 4.38% 4,661,872 SH
2 SCHWAB STRATEGIC TR SCHP 808524870 $208.9M 4.11% 7,850,275 SH
3 APPLE INC AAPL 037833100 $200.5M 3.95% 789,955 SH
4 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $190.1M 3.74% 5,365,259 SH
5 CENTRAL BANCOMPANY CBC 152413100 $171.5M 3.38% 7,159,741 SH
6 ISHARES INC EMXC 46434G764 $145.1M 2.86% 1,844,821 SH
7 BROADCOM INC AVGO 11135F101 $118.0M 2.32% 381,345 SH
8 VANGUARD INDEX FDS VUG 922908736 $96.9M 1.91% 221,813 SH
9 VANGUARD INDEX FDS VTI 922908769 $96.6M 1.90% 301,118 SH
10 VANGUARD TAX-MANAGED FDS VEA 921943858 $88.6M 1.74% 1,382,663 SH
11 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $86.6M 1.70% 451,228 SH
12 VANGUARD INDEX FDS VO 922908629 $86.6M 1.70% 301,490 SH
13 OREILLY AUTOMOTIVE INC ORLY 67103H107 $74.7M 1.47% 809,166 SH
14 NVIDIA CORPORATION NVDA 67066G104 $74.1M 1.46% 425,003 SH
15 MICROSOFT CORP MSFT 594918104 $72.7M 1.43% 196,462 SH
16 ISHARES TR SMMD 46435G268 $70.4M 1.39% 921,612 SH
17 ISHARES GOLD TR IAU 464285204 $70.1M 1.38% 794,739 SH
18 ALPHABET INC GOOGL 02079K305 $67.2M 1.32% 233,729 SH
19 VANGUARD INDEX FDS VOO 922908363 $63.4M 1.25% 106,058 SH
20 ABRDN PLATINUM ETF TRUST PPLT 003260106 $62.7M 1.23% 351,687 SH
21 WALMART INC WMT 931142103 $59.5M 1.17% 478,980 SH
22 VANGUARD INDEX FDS VB 922908751 $58.6M 1.15% 223,671 SH
23 AMAZON COM INC AMZN 023135106 $57.0M 1.12% 273,894 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $56.6M 1.11% 118,075 SH
25 APPLE INC AAPL 037833100 $47.2M 0.93% 185,973 SH
26 GLOBAL X FDS CATH 37954Y889 $43.2M 0.85% 553,308 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $42.8M 0.84% 145,472 SH
28 PIMCO ETF TR LTPZ 72201R304 $37.6M 0.74% 737,631 SH
29 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $37.0M 0.73% 739,822 SH
30 ABBVIE INC ABBV 00287Y109 $36.8M 0.72% 169,049 SH
31 EXXON MOBIL CORP XOM 30231G102 $36.2M 0.71% 213,373 SH
32 ISHARES TR STIP 46429B747 $35.3M 0.69% 341,239 SH
33 FIRST TR EXCH TRADED FD III FTLS 33739P103 $32.5M 0.64% 462,403 SH
34 ELI LILLY & CO LLY 532457108 $30.9M 0.61% 33,553 SH
35 GMO ETF TRUST QLTY 90139K100 $29.7M 0.58% 820,598 SH
36 BNY MELLON ETF TRUST BKAG 09661T602 $28.9M 0.57% 685,279 SH
37 SCHWAB STRATEGIC TR SCHD 808524797 $26.8M 0.53% 873,996 SH
38 FLEXSHARES TR GUNR 33939L407 $26.3M 0.52% 476,570 SH
39 SPDR GOLD TR GLD 78463V107 $25.7M 0.51% 59,808 SH
40 CHEVRON CORPORATION CVX 166764100 $24.5M 0.48% 118,590 SH
41 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $24.5M 0.48% 37,637 SH
42 HARBOR ETF TRUST HGER 41151J505 $22.9M 0.45% 739,251 SH
43 JOHNSON & JOHNSON JNJ 478160104 $21.7M 0.43% 88,707 SH
44 AMERICAN CENTY ETF TR AVDE 025072703 $20.7M 0.41% 244,160 SH
45 PROCTER & GAMBLE CO PG 742718109 $20.6M 0.41% 142,897 SH
46 ALPHABET INC GOOG 02079K107 $20.0M 0.39% 69,890 SH
47 META PLATFORMS INC META 30303M102 $19.2M 0.38% 33,511 SH
48 SCHWAB STRATEGIC TR FNDF 808524755 $18.8M 0.37% 384,922 SH
49 RBB FD INC TBIL 74933W452 $18.8M 0.37% 376,205 SH
50 COSTCO WHOLESALE CORPORATION COST 22160K105 $18.6M 0.37% 18,665 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $5.08B 2,076 0000044365-26-000002
2025-12-31 2026-02-02 $5.10B 2,060 0000044365-26-000001