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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
ADBEAdobe Sys Inc
Recent Activity
Decreased -8.55%
1.36%
$8.947M
20,121 shares@ $444.68 avg price
ISRGIntuitive Surgical
Recent Activity
Decreased -15.15%
1.36%
$8.946M
17,140 shares@ $521.96 avg price
CATCaterpillar Inc
Recent Activity
Decreased -6.59%
1.3%
$8.543M
23,549 shares@ $362.76 avg price
INTUIntuit Inc
Recent Activity
Decreased -10.68%
1.29%
$8.477M
13,488 shares@ $628.5 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -16.78%
1.25%
$8.211M
11,656 shares@ $704.45 avg price
MAMastercard Inc
Recent Activity
Decreased -6.23%
1.18%
$7.773M
14,762 shares@ $526.57 avg price
ACMAecom Technology
Recent Activity
Decreased -11.21%
1.17%
$7.696M
72,051 shares@ $106.83 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -12.04%
1.11%
$7.317M
14,464 shares@ $505.86 avg price
HYGIshs High Yield Etf
Recent Activity
Decreased -11.33%
1.08%
$7.08M
90,020 shares@ $78.65 avg price
AMGNAmgen Inc
Recent Activity
Decreased -2.15%
1.07%
$7.017M
26,921 shares@ $260.64 avg price