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LEIGH ANN YOUNG

@Central Bank & Trust Co

Latest period2024 - Q4ReportedManaged Assets$660.649MTotal holdings180
Assets growth rate-8.92%Assets growth rate (2-Q avg)-4.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Bank & Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Central Bank & Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 660.649M in assets, with a quarterly growth rate of -8.92% and a 2-quarter average growth rate of -4.03%. The portfolio is managed by LEIGH ANN YOUNG, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EFAEtf I -shares Trust
Recent Activity
Increased 1.68%
2.29%
$15.118M
199,943 shares@ $75.61 avg price
VEAVanguard Ftse Dev Mk
Recent Activity
Increased 0.05%
1.73%
$11.404M
238,476 shares@ $47.82 avg price
MDYSpdr S&p Midcap 400
Recent Activity
Increased 1.55%
1.56%
$10.295M
18,074 shares@ $569.59 avg price
CMBSIshrs Cmbs
Recent Activity
Increased 5.37%
1.49%
$9.803M
207,701 shares@ $47.2 avg price
IWMI Shs Russell2000
Recent Activity
Increased 3.21%
1.37%
$9.011M
40,779 shares@ $220.97 avg price
TSCOTractor Supply Co
Recent Activity
Increased 348.62%
0.7%
$4.599M
86,681 shares@ $53.07 avg price
EEMIshares Emerging Mkt
Recent Activity
Increased 1.15%
0.68%
$4.474M
106,985 shares@ $41.83 avg price
IJRIshares S&p Smallcap
Recent Activity
Increased 5.27%
0.54%
$3.559M
30,886 shares@ $115.23 avg price
IVVIshs 500 Index Fd Us
Recent Activity
Increased 16.48%
0.38%
$2.452M
4,165 shares@ $588.68 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 9.13%
0.35%
$2.266M
18,755 shares@ $120.82 avg price