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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
MRKMerck & Co Inc New
Recent Activity
Decreased -8.56%
0.78%
$5.097M
51,238 shares@ $99.48 avg price
NTAPNetapp Inc
Recent Activity
Decreased -2.1%
0.76%
$4.963M
42,751 shares@ $116.08 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -10.32%
0.75%
$4.938M
32,142 shares@ $153.62 avg price
SHWSherwin Williams
Recent Activity
Decreased -1.94%
0.75%
$4.893M
14,394 shares@ $339.93 avg price
VLOValero Energy Corp
Recent Activity
Decreased -8.76%
0.73%
$4.782M
39,012 shares@ $122.59 avg price
SYKStryker Corp
Recent Activity
Decreased -2.04%
0.66%
$4.351M
12,084 shares@ $360.05 avg price
DHID R Horton Inc
Recent Activity
Decreased -18.64%
0.63%
$4.161M
29,760 shares@ $139.82 avg price
IJHIshares Tr S&p Midcp
Recent Activity
Decreased 0%
0.63%
$4.127M
66,230 shares@ $62.31 avg price
JPMJ P Morgan Chase
Recent Activity
Decreased -8.54%
0.62%
$4.07M
16,980 shares@ $239.72 avg price
NUENucor Corp
Recent Activity
Decreased -15.82%
0.58%
$3.789M
32,464 shares@ $116.71 avg price